Save Button vs Save & Close Button

Need help Database
1

I am trying to program buttons on a form to have the following Buttons

  • Save: If the thing doesn’t exist, “Create New Thing” then End Workflow; else “Make Changes to Thing” then End Workflow
  • Save & Close: If the thing doesn’t exist, “Create New Thing” then Navigate Go to Previous Page then End Workflow; else “Make Changes to Thing” then Navigate Go to Previous Page then End Workflow
  • Cancel: Navigate Go to Previous Page then End Workflow

Problems:

  1. How to check if the thing exists already? I am happy to have duplicate names etc so what to use the Unique ID to check

  2. How can I set a Step 2 (Make Changes to Thing) to only run if Step 1 didn’t run due to failing only when the condition and if Step 1 runs, ato advance to step 3 etc.

  3. If I use an Autosave after say 10 seconds, how can I make this not make a thing if it doesn’t already exist or if it has to make a thing, delete the thing if it is cancelled without ever clicking save or save and close, ie user changes mind and never makes the record

  4. If I use an Autosave and the user cancels, how can I ensure that the Autosave hasn’t
    overwritten the data from when the thing’s record was opened. Ie changes that have been autosaved are reverted

Screen Shot 2021-03-23 at 10.16.51 pm
Screen Shot 2021-03-23 at 10.16.51 pm2140×982 125 KB

2

Track duplicates with “Company License Number” or “Company Email”

3

I don’t think Unique ID will be useful in this case because you’re getting to this form/page and it is empty to start with, correct? While Company Name might not be immediately useful because company names are complicated.

What you might want to do is to add a step to show the user any similarly named companies. Then the user can decide if it’s the same company or not.

I would do that with the search&autocomplete plugin.

The problem you will then face is:

  1. the user has entered a bunch of information on the form
  2. hits “save”
  3. the app finds a couple of similarly named companies.
  4. the user chooses one of the already existing ones
  • do you overwrite the existing company with this users’s entered information?
  • do you merge the 2?