Save and Close vs Save and Create New
- Damith Samarakoon
- Jane Padgett
- Former user (Deleted)
You will notice that when you Click on Save to submit a document there are two options.
Save and Close
Save and Create New
What is the Difference
Save and Close will submit your changes to RIB CX and upload directly.
Save and Create New 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 and Form tabs.
Details Tab
On the Details tab the switch is available for
Title
Collaborators
Form Tab
On the Form tab the switch is available for
All the user fields
To Lock the Field
1. Tap on the switch.
2. It will turn to ON position - Green colour.
By changing this switch to ON, it locks the value of the field so that when you click Save and Create new, your new form will have the same values automatically inserted in.
3. Click Save.
4. Then Save and Create New.