How to supress automatic save ..

Question

Hi,
Ours is a Siebel 8.0. We have a requirement to implement a UI workflow for our users to
(1) dis-allow or suppress automatic save of a record (say, Opportunity or Activity) when user creates a new record or updates an existing one
(2) when user steps off the applet after an attempted creation or update, prompt him/her to hit a SAVE (or similar) button to initiate the record save (CREATE or UPDATE).
I'm sure this is a common requirement from many companies where they are used to the SAVE functionality.
Any thoughts on how to go about this one, will be greatly appreciated.
Thanks in advance.
Albert

Answer 1

Hi Albert,
Here are the steps you might want to take to resolve this issue, remember the solution is bassed on scricpting.
1. Create a "Save" button on applet
2. On Applets PreInvokeMethod event write the following code to set the profile attribute for the method invoked by button
     if (MethodName == "SaveRec")
          TheApplication().SetProfileAttr("SaveRec","Y");
          return(CancelOperation);
3. On BC'c PreWriteRecord event write the following code
if (TheApplication().GetProfileAttr("SaveRec")!= "Y")
          TheApplication().RaiseErrorText("Please click on Save Rec Button to save your changes");
          return(CancelOperation);
else
     return (ContinueOperation);
4. Now on BC's WriteRecord event write the following code to reset the profile attribute
TheApplication().SetProfileAttr("SaveRec","N");
5. Compile your changes and test throughly.
Hope this helps.
Regards
Chetan Sethi