Saving a "Form" for later use without submitting as of yet

rtahtinen

I have employees that try to start filling out their form as they work their 8-hour shift throughout before submitting. It seems that there are times that they leave for a while, and it automatically shuts down without saving their information that they currently had in there.

I heard that there is not a way to save the information before clicking on submit to be added to the spreadsheet. Is this something that maybe can be done in the future?

Cleversheet

There might need to be some parameters around when this is available, such as only forms that are limited to users within the org.

rtahtinen

I think that would work!

Lisa Barbagiovanni

it would be good for a form to be saved and have the user/applicant come back to it

MathewL

Enable Save & Resume to allow users to save partially completed form entries. Once the form is saved, they can return to the partially completed form through a personalized link (sent to them via email) and complete their submission when it’s most convenient for them.

rtahtinen

MathewL - That sounds like a plan but where is the "Enable Save & Resume" be located so that can happen?

DLanzante

This has been something that our company has been trying to get into our production environment for about 6 months now from smartsheets with no avail.

I was hoping that soon I can get into contact with someone that can actually help me add the enhancement to our smartsheet form and dashboard. I am always open to new ideas and am willing to work with whoever it maybe to get this to where it needs to be.

I appreciate all of your hard work and I hope that we can collaborate on this and get it all put together.

ElizabethSkeps

Hello,

We (Warner Brothers Discovery) need to be able to save a form submission midway through. Without this function, the form is basically useless for us because we want to be able to create a longer, more complicated form. It is very frustrating that this function does not exist since people have been asking for this for over five years. It is also frustrating that there is a Save option right below this, indicating that this is a feature that Smartsheets can create.

MathewL

Enable Save & Resume to allow users to save partially completed form entries. Once the form is saved, they can return to the partially completed form through a personalized link (sent to them via email) and complete their submission when it’s most convenient for them.

Kim A.

Is the Save & Resume option (mentioned in MathewL's post) something that Smartsheet has enabled yet? We NEED THIS for our longer forms to be useful!

BVtnugent0416sefcu

Is this on the roadmap? Please provide any ETA for production.

Thank you,

cecilia m

I am making a pretty long form on smartsheet and it would be nice if user can save a draft version and come back to complete later

MathewA

Our organization is heavily using smartsheet forms. One of the features we are missing is to save the forms as draft. Here is the business background.

We do an audit checklist every quarter for nearly 200 locations.

Checklist has many questions which cannot be filled in one short because all of them need evidence. Once it's filled, it will go for approvals (using workflow) and then the data is collected in a sheet.

Unfortunately update requests are not an appropriate feature for this kind of business needs.. update requests can be only made one time. so we can't use that.

I appreciate Smart sheet technical teams to consider this request and make it available. It will really useful for many other. I read a lot of similar request in community and other forums

MathewA

Requesting Smartsheet to find a solution for saving form as draft and keep the option to submit later.

Here is our business scenarios

We do an audit checklist every quarter for nearly 200 locations.

Checklist has many questions which cannot be filled in one short because all of them need evidence. Once it's filled, it will go for approvals (using workflow) and then the data is collected in a sheet.

Unfortunately update requests are not an appropriate feature for this kind of business needs.. we have a lot of questions and smartsheet wont allow to put more than 20 conditions. it will completely complicated with update request

Andrée Starå

Hi @MathewA @Cleversheet @rtahtinen @Lisa Barbagiovanni @MathewL @DLanzante @ElizabethSkeps @Kim A. @BVtnugent0416sefcu @cecilia m

I hope you're well and safe!

I'm working with a client now where we use a Dynamic View structure instead.

Is that an option?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Cleversheet

Intriguing idea, @Andrée Starå. Would you be able to elucidate the concept for us? I get how DV enables users to see only their own stuff, but I’m not tracking with how that can help them complete parts of a form and later complete the rest of it.