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

[vhari2]

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 ??

[Allen Andreas]

There are two options out of box:

-Add to cart

-Wish list

They are both mostly similar, except...using wish list overrides the same item if already there with the new one you just added. So if you had that same item within your Wish List with values filled in, etc. If you go to a new form for that item and try to add it to your wish list, it'll override it with the new values recently filled out on this new form. Whereas add to cart, allows you to add more and more of the same and others, as needed (common use case examples are things for new hires where you're going through and filling it out for 'x' number of people at one time).

Both retain your selections you've made thus far and both allow you to resume with the item and order it when you are ready. Wish list has extra steps that you then transfer from Wish list to the cart...and then check out (so you still go through cart functionality anyway)

Add to cart, you're already there and it's a couple less clicks.

So...there's the breakdown 🙂

Please mark reply as Helpful/Correct, if applicable. Thanks!