Saving Your Work
There are different methods for saving your work. In some cases, you click a button, icon, or Action menu item. In other cases, Vantagepoint saves your work automatically.
Video: See related video below
Use Explicit Saves
When you enter new data or change data, some forms, individual tabs, and dialog boxes require you to explicitly save your work by clicking the Save button. Vantagepoint 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 select another record, navigate to another tab, or close a form without saving when a save is required, Vantagepoint displays a message that asks if you want to save.
Enable Explicit Saves in List View
For most hub forms, you have the option to enable explicit saves in list view. This disables the list view auto-save feature. You can then update multiple records before choosing when to save those changes by clicking the Save button. All successful (validated) records are automatically saved. If you cancel the form or dialog box without saving, any unsaved work is discarded. SeeExplicit Saves in List View for more information.
Vantagepoint saves all validated records. Records that return errors are highlighted in the grid with the first error in the list in focus. Errors are displayed on a dialog that lists each record's error and that may also include suggestions on how to correct them, as in this example:
Automatic Saves
On many forms, particularly when you enter additional information for a previously saved record, Vantagepoint 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 the field by clicking or tabbing or when you press Enter. In a grid, the save occurs when you move the focus off 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 Team tab in the Projects hub, the only required field is Name. If you select a contact in Name and move the input focus off that grid row (by clicking elsewhere on the Team tab, for example), Vantagepoint automatically saves that contact as part of the team information for the in pursuit project.
When an automatic save occurs, Vantagepoint displays Saving... and a processing icon beneath the record title.
If Your Work Cannot Be Saved
If Vantagepoint tries to save and you have not made an entry in a required field or an entry is not valid for some reason, Vantagepoint displays a message that describes the problem and highlights the field that caused the save to fail so you can correct it. Incomplete fields are identified with one or more of the following: a red star, red border, red inline text, and/or yellow background.
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.
Videos
| Title | Description |
|---|---|
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Learn how to use the Explicit Save feature in list view and detail view in hubs and understand what happens if you receive error messages when you save your changes. |