Header Page Configuration in Checklist
Checklist Header Page during Item Creation & Edit, can be Enabled/Disabled using the following option under "Landing Page Settings".
Do you want to see Checklist Header Page on Item Creation & Edit - Yes/No
On Selecting Yes - The Checklist Header Page will be shown during creation or Edit
and the Following 2 Options will be enabled for user to Select the respective DEFAULT landing Page during Create and Edit
a. Select default Landing Page on Item CREATE ( To Set the Default Landing Page during Item Creation)
- Checklist Header/Details - On Selection, Sets Checklist Header as Default Landing Page during Item Creation
- Checklist Template - On Selection, Sets Checklist Template as Default Landing Page during Item Creation
b. Select default Landing Page on Item EDIT ( To Set the Default Landing Page during Item Edits)
- Checklist Header/Details - On Selection, Sets Header/Details as Default Landing Page during Item Edit
- Checklist Template - On Selection, Sets Checklist Template as Default Landing Page during Item Edit
On Selecting No - The Checklist Header Page will NOT be shown during creation or Edit
and the Following 2 Options should be Disabled and the Checklist Header Page should be HIDDEN during Create and Edit
Save Option in Checklist
Following are the New Save Options under Save Button Settings, of the Checklist Settings
Save & Close : On Save, Commits the Changes and Closes the properties Page
Save : Saves Changes and do NOT close the Properties page
Save Draft : Saves as Draft and the Checklist Item does not get committed
Save & New : On Save, Commits the Changes and Closes the properties Page and Opens New Form
Save & Copy :On Save, Commits the Changes and Closes the properties Page and Opens New Form and creates a Copy of the data
All the Save Options will be available when user clicks on the Save from the Checklist Tab, as shown below:
More Information:
Access to Checklist Template by TRADE
Stage & Role Security for Checklist TEMPALTES
Checklist Spawn Item HOVER and UI
Support 'Quick View' & 'Delete' for 'Take Photo' and 'Allow Attachment' Config
Last Updated: Dec-15-24