Save Your Work

There are different methods for saving your work; in some cases, you click a save icon or Action menu item, and in others, DPS saves your work automatically.

Explicit Saves

When you enter new or changed data, some forms, individual tabs, and dialog boxes require you to explicitly save your work by clicking a Save button or selecting Save from an Actions menu. DPS displays a message at the top of the page to confirm that your work was saved.

If you cancel the form or dialog box without saving, any unsaved work is discarded.

If you try to go to another tab or close a form without saving when a save is required, DPS displays a message asking if you want to save.

Automatic Saves

In many forms, particularly when you enter additional information for a previously saved record, DPS saves your work automatically. You do not have to explicitly initiate the save process. For a non-grid field, the automatic save occurs when you move the focus off of the field by clicking or tabbing, or when you press Enter. In a grid, the save occurs when you move the focus off of the grid row by clicking or tabbing, or when you press Enter from one of the grid fields.

For example, when you enter contacts on the Our Team tab in the Opportunities hub, the only required field is Name. If you select a contact in Name and move the input focus off of that grid row (by clicking elsewhere on the Our Team tab, for example), DPS automatically saves that contact as part of the team information for the opportunity.

When an automatic save occurs, DPS displays Saving... and a processing icon beneath the record title.

If Your Work Cannot Be Saved

If DPS tries to save and you have not made an entry in a required field (identified with a red asterisk near the field or grid column name) or an entry is not valid for some reason, DPS displays a message that describes the problem and highlights in red the field that caused the save to fail so you can correct it.

The message gives you the option to continue without saving, in which case your unsaved work is discarded, or you can cancel the message and correct the invalid or missing entry.