You will notice that when you Click on Save to submit a document and its changes you are given 2 different optionsthere are two options.
- Save and Close
- Save and Create New
So what
What is the
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Difference
Save and Close will just submit your change changes to iTWocx RIB CX and upload them directly.
Save and Create New is an option that provided if you are out in the field and you are creating multiple documents will submit your changes to RIB CX and upload directly but create a new form of the same type. This helps if you want to create multiple forms that have similar data.
Save and Create New
To use this option follow the steps below.
You will notice a switch next to some fields on the Details tab and Form tabtabs.
Details
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Tab
On the Details tab the switch is available for
- Title
- Collaborators
By changing this switch to ON, it locks them so that when you click Save and Create new, it will submit the current document and create another with the same values for the title and collaborators
Form tab
Form Tab
On the Form tab the switch is available for
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- All the user fields
To Lock the Field
1. Tap on the switch.
2. It will turn to ON position - Green colour.
Note |
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By changing this switch to ON, it locks the |
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value of the field |
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so that when you click Save and Create new, |
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your new form will |
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have the same values automatically inserted in. |
3. Click Save.
4. Then Save and Create New.