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Hi @thousands-room-29215, can you please clarify what you mean when you say a document? • Would a document be a record/row in the app? • When you say load the document, does that mean creating the record, or just opening and editing an existing one?

Hi Seb, A document is a literal document (Image or PDF etc) I have a field where they upload a PDF or Image and when that is completed I want the status to be automatically set as "Under Review". I do not want my users to have to set that manually. I have tried using an action button, but can't seem to get it working. My staff then review the document and approve or reject it (That function is working really well with action buttons.

Thank you for the clarification @thousands-room-29215—this makes a lot of sense. You should be able to set this up with an action button. When editing an action button: 1. Click the pencil icon next to the Status field 2. Check Enable default value and set it to “Under review” 3. Uncheck Allow user to edit value This would automatically set the status to “Under review” without the user even seeing the Status field. You would also need to make the attachment field “Required”, or otherwise users would be able to set the status to “Under review” without actually submitting a document.