Advanced Workflow - User Essentials

Data Form - Border

The Border around the Data Form can be one of three colors, each color signifies a different “mode”: GREEN: New Mode While initiating a new EC record, its Data Form will first be displayed with a green Border :

The green Border indicates that the EC record has not been created yet. Many of its Fields within its Tabs are writable, but users cannot add or remove assigned documents, attachments, and/or ECR records at this time. Selecting its [ OK ] button results in the EC record being created, saved and its Data Form will be automatically closed. Selecting its [ Cancel ] button will cancel the creation of the EC record entirely. Selecting its [ Apply ] button results in the EC record being created and saved while leaving the Data Form displayed and its Border will be updated to a yellow color.

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