Context Sensitive Text Fields Data Not Retained When Initially Creating a Proposal/Charter in Instantis EnterpriseTrack (Doc ID 2147271.1)

Last updated on OCTOBER 12, 2016

Applies to:

Instantis EnterpriseTrack - Version 15.2.3.0 and later
Instantis EnterpriseTrack Cloud Service - Version 15.2.3.0 and later
Information in this document applies to any platform.

Symptoms

1. Initial creation of Proposal / Charter With User Defined Field Context Sensitive Fields, not saving Text Field Data entered, when "Required" is set to Yes, or No
2. Initial creation of Proposal / Charter With User Defined Field Context Sensitive Fields with Required set to YES, allows for creation of Charter WITHOUT OUT following the "Rules" on the "Create New Charter" - "Fields highlighted in red with a * are mandatory to save the Charter and move to next tab."

The issue can be reproduced at will with the following steps:

  1. Enter into Instantis EnterpriseTrack as User with permission to create Proposals /charters
  2. Navigate to Charter / Proposal
  3. Click Create
  4. Enter all the required fields, and enable the criteria for a Context Sensitive Text Field to be initiated
  5. Enter Text into the text box
  6. Click Save
  7. Charter Details Page loads - However the UDF Context Sensitive Text Fields show no data

Cause

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