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Menu button - visibility on form
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Hello, I don't have much experience, so I apologize if my question seems dumb (:

I added a menu button in the first step that fills a list. It's working fine, but it only becomes visible after I first save the document. How can I make it visible on the form from the very beginning?

Thank you!

MVP

Hi Antonina,
most of `Actions` which are executed, require that the document already have a database ID assigned so it have to be saved.
It's technical limitation of the platform.

You could add something like `On open` -> Use path, which will do the save automatically, but I wouldn't recommend this, as it could cause junk forms.

I'm assuming this action does something like reading some default values into the list?
If so, you could try using item list initialization: https://docs.webcon.com/docs/2025R2/Studio/Process/Attribute/Basic/Itemlist/ILConf/ILConf_Init/

In reply to: Maksymilian Stachowiak

Hi Antonina,
most of `Actions` which are executed, require that the document already have a database ID assigned so it have to be saved.
It's technical limitation of the platform.

You could add something like `On open` -> Use path, which will do the save automatically, but I wouldn't recommend this, as it could cause junk forms.

I'm assuming this action does something like reading some default values into the list?
If so, you could try using item list initialization:
https://docs.webcon.com/docs/2025R2/Studio/Process/Attribute/Basic/Itemlist/ILConf/ILConf_Init/

OK, I understand now. Thank you!

I have already used initialization for this list to add author, but this button is supposed to add people from the authors' department.
Additionally, I want to add an extra button that will only add employees who directly report to the author.
I think I will just split this into two steps: the first to add all information about the training, and the second to add participants and I will add those buttons in the second step.

Thank you.

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