Need to add a button called Save in the record producer. Any suggestions on how to do that ??

vhari2
Tera Expert

Hi . I would like to add a save button on the record producer form in service portal. When clicked on Save a record should be generated but should be kept on Draft status . Any suggestions on how to do this ?

 

Also can anyone provide me where the coding is there for Submit button on service portal ??

10 REPLIES 10

This looks like an alternative viable option, but if there a long form that I want to come back to in a couple of days, can I just save it to my wish list and not have to complete the form all over again ?

Kev9
Kilo Sage

Can you add a draft state to the record?

When the record is in 'draft' state hide it from the fulfiller.

Then have a checkbox perhaps, on the form that confirms it is ready to submit and use that to change the state and make visible to the fulfiller.

Will the wishlist work?

Mike S3
Giga Expert

Any luck on this ? I'm looking to implement something similar 

I believe enabling the Wishlist would get you the desired functionally that you are looking for. This way, any progress made on the form is saved and no submitted until they complete it.