Submit button settings control how buttons behave, display, and move records through statuses on a UTA/module.
Save and Submit Button Settings
The Submit and Save Button window includes the following settings.
| Setting | Description |
|---|---|
| Type | Sets the button type. Options include Submit Button, Save & Validate Button, Save Draft Button, and Submit Annotation. |
| Order | The order in which the button appears on screen. Lower numbers appear further to the left. |
| Caption | The text displayed on the button. Buttons are typically named after the action they trigger. For example, a button that sends grant applications into Approved status would be labeled Approved. |
| Icon Style | Sets the group of icons available for the Icon field. Groups include Brands (brand logos), Light (outline icons with light line weights), Regular (outline icons with heavier line weights), and Solid (monochromatic glyphs with solid fills). |
| Icon | Adds a graphic icon to the button to reinforce its purpose. Select the icon group from the Icon Style drop-down menu, and then choose an icon from the Icon drop-down menu. |
| Description | A definition or general description of the button. This does not appear on the button. |
| Align to | Sets the alignment of the button at the bottom of the window (Center, Left, or Right). |
| Available to Status | The statuses in which the button is visible. This is the status of the record before it is submitted to the status set by the button. |
| Submit to Status | The status the record moves to after the button is clicked. Select the destination status from the drop-down menu. |
| SmartCheck Validation | The SmartCheck Validation method required for the button. Attaches custom validation conditions that must be met before the user can proceed. |
| Bypass Field Validation | Changes the status without running all field validations, bypassing fields marked as Mandatory. Submit Logic associated with the button is still validated. |
| Custom Script | Custom scripts that run when the button is clicked. |
| Enable Confirmation Alert Message | Displays an alert when the button is clicked, prompting the user to confirm before proceeding. |
| Confirmation Message | Appears only when Enable Confirmation Alert Message is on. The message shown in the alert. |
| Enable Confirmation Page | Creates a confirmation page that the user is directed to after clicking the button. The page content is set by the options that follow. |
| Title | Appears only when Enable Confirmation Page is on. The title displayed at the top of the confirmation page. |
| Message | Appears only when Enable Confirmation Page is on. The body content of the confirmation page. |
| Redirect URL | The URL the user is redirected to after a successful submission. Redirects must be relative paths (for example, /wiki/index.php), not absolute paths. |
| Button Caption | Appears only when Enable Confirmation Page is on. The caption on the button shown on the confirmation page. This is typically a link back to the user home portal. |
| Button Icon Style | Appears only when Enable Confirmation Page is on. The icon style for the confirmation page button (Brands, Light, Regular, or Solid). |
| Button Icon | Appears only when Enable Confirmation Page is on. The icon shown on the confirmation page button. |
| Redirect Payment Form | If a payment integration form is configured, such as a Stripe integration form, selecting it here sets it as the destination for users who click the button. |
Permissions and Availability Settings
The Permissions & Availability tab of the Submit and Save Button window includes the following settings.
| Setting | Description |
|---|---|
| Role - Permissions | Sets which roles can access the button. Enabling Use UTA Role applies role-based permissions for users assigned to UTA/module roles. |
| Type - Availability | Sets the record types on which the button is visible. |
| Visibility Condition | Custom visibility conditions for the button. |
| On New Record | Sets how the button appears on a new record. Options are Always Display, Hide on New Record, and Only Show on New Record. |