Refresh Field Data

The Integrated record list shows the record field values captured at the time of associating PaperSave document to an integrated application record. Now, it is possible that the record field values have changed later directly from the Integrated application. In such cases, you will require the most updated values for these record fields.

Refresh Field Data option enables you to get the latest field values from the integrated app record. Follow the below steps to update the field data for the desired records in the list:

1. Select the desired records from the list for which you want the latest field values.
2. A slide up toolbar will pop-up from the bottom of the screen.
3. Click on "REFRESH FIELD DATA" option as shown below.

 

 

It updates the field values in the list for the selected records from the integrated application. Also, a toast notification shall pop-up in the top right corner stating "Success! Context for the selected records updated successfully".

 

 

Similarly, It shall show a toast notification "Failure! There was an error while updating the context for the selected records updated. Please try again." in case of the failure to update the field data for the selected records.

 

Note: The record list, list toolbar, Application bar, and choose context menu shall freeze while the field data update completes for the selected records.