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Planview Customer Success Center

Save icon is not available in custom Intelligent Form

Save icon is not available in custom form launched from Changepoint Menu


The portal parameter in the URL hides the save icon:

http://.../Infiniti/InfinitiLaunch/Default.aspx?id=9a6ccb87-a6b3-4fe1-8b01-22121d4d8311&Gen=false&NW=false&portal=1&...

Setting the portal attribute hides the top bar, removing the home and logout buttons and the ability to save. Setting portalsave has the same effect visually but it enables the save functionality.

Use portalsave=1 in the URL instead of portal=1, when creating the custom section item URL for launching the form:

http://.../Infiniti/InfinitiLaunch/Default.aspx?id=9a6ccb87-a6b3-4fe1-8b01-22121d4d8311&Gen=false&NW=false&portalsave=1&...