cancel
Showing results for 
Search instead for 
Did you mean: 

Show "Save Record First" on Create Form instead of hiding Subgrid / on BPF instead of showing nothing

Many of our less experienced users get confused when they cannot see a sub grid before the record is saved for the first time). e.g. "Where do I add the Opportunity Products????"

 

The same with the Business Process Flow "Where did the Next Stage button go???"

Easy solutions:

for the BPF: Show a button saying "Save record" and when clicking it saves the record and then displays "Next Stage" 

for subgrids: instead of hiding the Subgrid all together which also changes the layout of the form significantly, show something similar to what is happening now on the new Timeline that tells the users to save first to access it. 

RHOU_1-1603746833083.png

 

 

RHOU_0-1603746400411.png

 

Status: New