These are the save properties that are available for a form. To access the save properties, open the form and select its name in the builder interface. From the form properties section, select the Save properties tab.
To enable a save property, select the tick box next to the relevant property.
Types of save buttons
Save and close
Adds a button at the bottom of the form during data entry that saves the record and then redirects people to view the Performance history tool on the web version of Teamworks AMS, the home screen on the AMS app or the My data screen on the Athlete app.
Save and continue
Adds a button at the bottom of the form during data entry that saves the record and then immediately opens the same record for further editing. This is useful for displaying history calculations, charts and Embedded events.
Save and enter another
Adds a button at the bottom of the form during data entry that allows people to save and enter another record. If used by athletes, it will redirect them to a new record for the same form they just finished completing. If used by coaches, it will redirect them to a menu where they can select a new athlete and a new form.
Save and lock
Adds a button at the bottom of the form during data entry that saves the record and locks it so it cannot be changed afterwards. After locking the record, users are redirected to the Performance history tool on the web version of AMJS, the home screen on the AMS app or the My data screen on the Athlete app.
Records updated using quick edits cannot be locked. Additionally, records entered via group entry mode cannot be locked.
It is important to note that once locked, a record cannot be unlocked, and the data in that record cannot be edited in the future. The Save and lock button should therefore be reserved for forms where locking data from further editing is necessary, such as forms containing medical data where it is important that the data is not changed after the initial entry.
Save and redirect
Adds a button at the bottom of the form during data entry that allows people to save the record and be redirected to either the homepage or a dashboard. Note: it is not possible to redirect to a dashboard on enterprise sites where the event form is linked to child sites.
If the form is linked between sites on an enterprise server, the Save and redirect button should not be enabled. Dashboards cannot be shared between sites so users will not be redirected to the selected dashboard.
Save and print
Adds a button at the bottom of the form during data entry that saves the form and creates a printable PDF. This button is only available on the web version of AMS and only when entering data for a single athlete (not group entry).
Save as draft
Adds a button at the bottom of the form during data entry that allows people to save the form as a draft and be redirected to the Performance history tool. This button is only available on the web version of AMS.
Cancel
Adds a button at the bottom of the form during data entry that cancels data entry without saving any changes to the record.
Save button properties
Label (optional)
This property renames the save button located at the bottom of the form during data entry. You can use this property on all types of save buttons.
Tooltip (optional)
This property changes the text that pops up when the person hovers over the save button. You can use this property on all types of save buttons.
Restriction policies
This property allows a Restriction policy to be selected from the drop-down list to make the save button visible only to people with access to that restriction policy. Note that role-restricted save capabilities are not available across enterprise sites as roles cannot be shared. You can use this property on all types of save buttons.
Usage criteria
This property allows filter criteria to be applied to determine whether the save button can be selected or not. You can use this property on all types of save buttons. Usage criteria are ignored when entering data for a group.
Lock delay
This property allows a lock delay period to be specified, giving people time to amend the data contained in the record. The delay period starts from when someone saves the record using the Save and lock button. The lock delay period restarts if further edits to the record are made during the delay period. This property only applies to the Save and lock button.
Redirect to
People can either be redirected to the homepage or to a dashboard. This property only applies to the Save and redirect button.
Redirect applies to
The redirection can be enabled for all users, athlete only, coach only or different for coach and athlete. This property only applies to the Save and redirect button.
Dashboard
This property is only visible when redirecting to a dashboard and the redirect applies to all users. Select the relevant dashboard from the drop-down list. Dashboards will only appear in the list if the dashboard settings enable it to be viewed on event pages. This property only applies to the Save and redirect button.
- Athlete dashboard: this property is only visible when redirecting to a dashboard and the redirect applies to either athletes only or is different for athletes and coaches. Select the relevant dashboard from the drop-down list. Dashboards will only appear in the list if the dashboard settings enable it to be viewed on event pages. This property only applies to the Save and redirect button.
- Coach dashboard: this property is only visible when redirecting to a dashboard and the redirect applies to either coaches only or is different for athletes and coaches. Select the relevant dashboard from the drop-down list. Dashboards will only appear in the list if the dashboard settings enable it to be viewed on event pages. This property only applies to the Save and redirect button.
Conflict warnings
This property is used for appointments, scheduled event or regular events that require the athlete to be at one place at a time. The system will detect conflicts when two or more records are set to cause conflict overlap. A warning will be displayed when a conflict is found. This is useful because not all events should cause problems when they overlap with another event and this property gives the builder the power to decide.
Auto-save
This property causes records to be automatically saved during the data entry process.
- Save as temporary record: records will be saved to the backend of the system and will not show in performance history or reports until a save button is used.
- Save as real record: records will be saved and will show up in performance history and reports. The record will be updated every 30 seconds while the form is being filled out. Note: a record will be created 30 seconds after the form is opened. If the form is exited without a record being saved, the record will still exist. If the form includes a required field that has not been entered, the form will still be saved, bypassing this requirement.
Save audits
This property determines if an audit trail will be stored for this form. The audit trail keeps track of all the changes made to the form and is accessible to site administrators of self-hosted AMS sites. Save audits should be set to Yes for most forms; it should only be disabled for forms where records are created via scheduled automation (Smartsave), and the form doesn't rely on manual data input (i.e. it only contains calculation fields). For example, a summary form that is automatically created each day and contains linked values and calculations should have Save audits disabled.
If a resave or migration fails and the Save audits property is disabled, manually entered data may be lost.