Salesforce

User-Initiated Temporary Switch from Modify Mode to Create Mode (Magic xpa 3.x)

« Go Back

Information

 
Created ByKnowledge Migration User
Approval Process StatusPublished
Objective
Description

User-Initiated Temporary Switch from Modify Mode to Create Mode (Magic xpa 3.x)

While in Modify mode, the end user can edit existing records in the task’s data view. The user may also temporarily switch to Create mode while maintaining the information displayed on the task’s form. This switch to Create mode opens an empty record to be completed by the end user according to the task’s regular input design. After entering the new record with data and moving to a different record (thereby accepting the record), the task mode switches back to Modify, and, if the Reposition After Modify setting in the Environment dialog box is set to Yes, the new record is placed according to the task’s sort order. The temporary switch from Modify to Create occurs when either:

The user creates a line (F4) while on a data view record. The new record is then opened after the form position of the original record, or

The user goes to the next line while on the last record in the data view. The new record is opened as the last record on the form.

The Reposition After Modify setting is relevant only for Online tasks, and does not apply to Batch or Browser tasks.

Related Topics

Reference
Attachment 
Attachment