Advanced Settings affect the actions of the form as to where it is shown and how saving is performed




Focus First Field - With this ON the first enabled field in the form will have focus when the form loads. Turn it OFF to now have focus set. You would normally set focus ON unless the first field is a Calendar field which pops up a calendar selector on focus. This can confuse users.


Record Lookup Fields - You can specify which fields to use for Record matching when the form first loads. You would send the fields in on the URL and those fields would be used to search for a record match in the system. Those fields sent in would also be used to auto-fill the matching field names in the form.


Save Actions - When the E-Form is saved into the system it can automatically perform certain actions.


Lock When Saved - When turned on, the form will be locked after it is submitted. This makes sure that the content of the form does not change after it has been submitted. If you wish to allow further editing of the form after it has been submitted then leave this checkbox unchecked.


Save Into Existing Record - The form can be saved into a new Record or it can save itself into an existing Record by CHECKING this option. In order for it to "match" a Record, all fields that are defined to save into the Record data must match an existing Record's data. If this option is checked and no matching Record is found, a new Record is created,