Some applications require users to submit data and need to update it at a later time. For example, a large registration form may require users to enter data at multiple sitting. Another use case is submitting financial data that may require multiple iterations through a feedback loop. In these scenarios, users don’t need to access a management interface to select from multiple data submissions. Since there is only one submission per user, they can access their data directly from a unique application link after being authenticated.
The Record Suggestion feature allows each system user with the correct access type to log in with their accounts, and access their data from when they last saved it. This can be especially useful for use cases like a membership-based application, where users need to access their data directly through the same URL, without having to work inside the workspace. This approach consists of a few steps.
To enable the Record Suggestion feature, go to the Application module Edit Application from the Designer interface.
In addition to enabling this feature, you also need to make sure that the application Access is set to either Restricted.
Once it is enabled and the application is Published, users can access the web application and save data. After users enter data and save, the information will be kept in a record that is assigned to that user. Note that the system does not have an auto-save feature, and the users have to press an Action Button with Save Event to trigger this feature.
When the same user accesses the application, a pop-up window asking ‘’Open Last Records?’’ will be opened and users can choose to work on the record they have saved before.
If the user dismisses the pop-up message and starts entering new data and saves it, a new record will be created and the user will be able to have access to the most up-to-date record.
With the new Record Suggestion feature, users are going to be able to continue their work even if they log out and log back in. All users can use the same web URL (the URL for your web application) to log in, and everyone is going to be only seeing their own data.