Configure UTA/Module Save and Submit Buttons

Submit buttons move records from one status to another, while Save buttons let users save work in progress without triggering validation or a status change. These buttons are configured after types and statuses have already been set up for a UTA/module. For field definitions and settings, see Save and Submit Buttons Fields and Settings Reference.

Who: Global administrators

When to Configure UTA/Module Submit and Save Buttons

Configure UTA/module Submit and Save buttons when:

• Statuses have been configured, and it is time to define how records move through the process.
• Users need to save work in progress without triggering validation.
• The workflow requires records to move forward and backward through statuses.

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Prerequisite

Types and statuses must already be configured. See Configure UTA/Module Types and Statuses for more information.

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Create a Submit and Save Button

Submit buttons move records from one status to another. Save buttons let users save their work without triggering validation or a status change.

To create a Submit and Save button:

1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
2. Click the Configuration Settings gear.
3. Click the Level 1, Level 2, or Level 3 tab.
4. Locate the General Settings section and click Submit and Save Buttons.
5. Click the New Submit and Save Button [+] button.
6. Click the Type field and select the applicable option.
7. Click the Caption field and enter the applicable information.
8. Click the Align to field and select the applicable option.
9. Click the Available to Status field and select the applicable statuses.
   • To prevent changes to retired records, do not select the Retired status.
10. Add any remaining applicable information, and then click Save.

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