Customise the Cancel, Save and Close, Draft, Save and Print, and Save and Continue
You can now customise all of the button names and descriptions that appear at the bottom of your event forms. Each Event Form's buttons can be customised individually to reflect the data capture needs and the level of your professionals or athletes.
N.B. JUST BECAUSE YOU RENAME A BUTTON (E.G FROM "SAVE AND CLOSE" TO "SAVE THIS RECORD ON THE SYSTEM" IT WILL NOT CHANGE THE UNDERLYING FUNCTIONALITY OF THAT BUTTON'S FUNCTION. IF YOU DO NOT UNDERSTAND WHAT A BUTTON DOES, OR HOW TO RENAME IT CORRECTLY THEN ASK YOUR DISTRIBUTOR IMMEDIATELY.
This is an example of all of the buttons with their default name (without being customised).
This is an example of all of the buttons with a new customised name and description
You can see that all of the buttons here are named differently from the image in the previous step. All of the buttons can be customised now.
To set up a the custom names for the buttons you need to go to the Event Form on the Event Form Builder and open the Advanced Form Properties
On the Form's Advanced Properties you can now set up the name (text) for each button, as well as set the description that appears when you mouse over the button (the tool tip)
You can enter in a unique name for each button on the Event Page. You can also set up your own description. Examples of all of these are detailed below.
"Save and Close" and "Cancel" always appear on each form. They can both have a custom name and description
The Cancel button cancels any changes made to an Event Form and returns back to the previous page. Here it has been set to:
Text: Don't Save
Tooltip: "Cancel any changes on this record"
The Save and Close button saves the record on the system and any updates made to that record. Here it has been set to:
Text: Save + Close
Tooltip: "Save And Close the record and return to the athlete history page"
The examples of the Save and Close and Cancel Buttons with custom Text and Description
Save and Print
The Save and Print button saves the record on the system, and any updates made to that record, and creates a pdf document of that record.
1:The Save and Print must be set to "Yes" and then the Text and Tool Tip text fields appear.
Here it has been set to:
2: Text: Save + Print
3: Tooltip: "Save this record and produce a pdf of the event"
The example of the renamed Save and Print Button with custom text
Save as Draft
The Save as Draft buttons saves the record on the system as a Draft (Planned Event)
1: The Save as draft must be set to "Yes" and then the Text and Tool Tip text fields appear.
Here it has been set to:
2: Text: Save (Planned)
3: Tooltip: "Save this record as a planned event"
The example of the renamed Save as Draft Button with custom text
Save and Enter Another
The Save and Enter Another buttons saves the record on the system and lets you select a different Event Form to complete for the same or a different athlete.
1: The Save and Enter Another must be set to "Yes" and then the Text and Tool Tip text fields appear.
Here it has been set to:
2: Text: Save + Enter more
3: Tooltip: "Save this record and choose another to enter"
An Example of the Save and Enter Another with custom text
Save and Continue
The Save and Continue buttons saves the record on the system and leaves the record open so you can access any Related Event Forms that are only accessible once the record is entered on the system.
1: The Save and Continue must be set to "Yes" and then the Text and Tool Tip text fields appear.
Here it has been set to:
2: Text: Save + Access Related Events
3: Tooltip: "Save this record on the system and leave it open to access the related events"
An example of the Save and Continue with custom text
Lockable: Save and Lock
The Save and Lock buttons saves the record on the system and locks the record so it cannot be opened and edited once it is locked (a time delay can be set for this).
1: Lockable must be set to "Yes" and then the Text and Tool Tip text fields appear (below the Save and Print buttons). Here it has been set to:
2: Text: Save + Lock in 24 hrs
3: Tooltip: "Click to save the record and lock it so that no one else can edit the information in the Event Form"
Don't forget that at the bottom of the Advanced Properties you can select a specific filter/criteria for the Save and Lock button to appear.
An example of the Save and Lock with custom text
If you enable any of the fields and just leave the name or the description blank, then their default name and description will show.
The example here shows that ONLY the text for the Save and Lock was updated, and only the description for the Save and Print was updated.
Only these text fields were update in the image in the step above. You can see here that the default buttons show correctly.
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