Method:Classic General Q&A

Re: "Save & New" Case Behavior

Method_Morty — Thu, 22 Oct 2015 14:10:41 GMT

Hey Sarah,

You will need to use an 'Enter Value Into Field On Screen' action to update the radiobox.

It will look like:

Add this action to your action set, making sure you have it placed in the correct order.

Let me know if that works for you.

-- Mortaza

Re: "Save & New" Case Behavior

sdmo — Wed, 21 Oct 2015 21:39:29 GMT

Thank you, Mortaza!

It does work this way- however it defaults to "none" in the radio button selection, rather than "existing". How do I set that to default to "existing"?

So close!

Sarah

Re: "Save & New" Case Behavior

Method_Morty — Mon, 19 Oct 2015 21:46:01 GMT

Hi Sarah,

Value from Session > Screen Active RecordID:

This was my final Action Set:

Let me know if you have any more questions :).

-- Mortaza

Re: "Save & New" Case Behavior

sdmo — Mon, 19 Oct 2015 20:15:31 GMT

Hi Mortaza,

Thank you!

Couple of questions for you as I got stuck right away:

With Step 1, what kind of value is that? Type in? I didn’t see “active record ID” as an option in any of the “value from screen” options. (?)

Also, can you send over a screenshot of what my final action properties should be?

Many thanks!

Sarah

Re: "Save & New" Case Behavior

Method_Morty — Mon, 19 Oct 2015 18:05:44 GMT

Hi Sarah,

Great question! Within the Save & New Action Set before the Clear/New action gets executed use an Action Result to save the current Active Record ID.

Now to make sure the screen works/looks correctly we will initiate 2 Show/Hide Fields to 'SHOW' both sections:

(1) Contacts

(2) Contacts Info Details

Now that we're done with the screen-prep we are ready to pull and update fields on screen from the Cases table.

We're going to Loop the Cases table:

We will then update fields onscreen within the Loop from Row:

Give that a try and let me know if you run into any issues.

-- Mortaza

"Save & New" Case Behavior

sdmo — Fri, 16 Oct 2015 17:31:53 GMT

Hi there,

Our tech support team often creates multiple cases for the same contact/company as they prefer to track all issues separately. How can I set it to retain all existing field information when they hit "save and new"? This would prevent them from inputting the information multiple times.

Thank you!

Sarah