Question & Answer
Question
What are the types of bookmarks that can be done in a TRIRIGA Form?
Cause
Bookmark functionality within TRIRIGA allows you to store 1 of each record type. Test case to reproduce
problem:
1.) Open portfolio
2.) Open Employees
3.) Open Employee record 1
4.) Add to Bookmarks
5.) Check added to Bookmarks successfully
6.) Open Employee record 2
7.) Add to Bookmarks (change name to something unique i.e. employee 2)
8.) Open My Bookmarks. See that Employee 2 has overwritten the saved record for employee 1.
Answer
Difference in bookmarking a Form versus Record.
1. Bookmark as a Form - allows a user to pin 1 type of Form.
2. Bookmark as a Record - allows user to pin multiple records of each type.
In some cases, there are instances where users cannot bookmark it as a record. Simply go to the Form Builder and open the Form Header Properties.
See the following properties that should be ticked:
1. Allow bookmark to create record
2. Allow bookmark to specific record
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Document Information
Modified date:
17 June 2018
UID
swg22000432