SherryBlackburn
6 years agoQrew Trainee
Customize "Save and Keep Working" when there are two forms
I have two forms in my Project Portfolio table that each display different data for a project record: Project Request and Project Record. The project request form is limited to only specific intake fields and the project record is a complete record of project data.
The table has multiple relationships, pulling related data from other tables/apps. When the project request form is used, and the requestor needs to relate a project to a facility or contact, they have to save and keep working. When they do, it redirects them to the full project record form which I don't want to happen. I want the save and keep working to save and stay on the project request form.
Is this possible, and if so what do I need to do? I can't restrict the forms by roles because sometimes a requestor is also a project manager and they would need access to the full project record form to do other work.
Thanks in advance for your help! :)
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Sherry Blackburn
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The table has multiple relationships, pulling related data from other tables/apps. When the project request form is used, and the requestor needs to relate a project to a facility or contact, they have to save and keep working. When they do, it redirects them to the full project record form which I don't want to happen. I want the save and keep working to save and stay on the project request form.
Is this possible, and if so what do I need to do? I can't restrict the forms by roles because sometimes a requestor is also a project manager and they would need access to the full project record form to do other work.
Thanks in advance for your help! :)
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Sherry Blackburn
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