Is there way to add a "save for later" option for forms?

Emilie

My team is using smartsheet for applications, and I didn't see an option to add a "save for later" button for prospective clients who are filling out the application form. Is this functionality available? Possibly have a link emailed to them that they can click and get back to where they were when they saved? If not, is there a work around for this? I'm just thinking about prospective clients who start filling out an application and need to step away for a bit. I don't want to make them start over when they get back. Thank you!

Ray Lindstrom

Hi @Emilie

Unfortunately that is not an option at this time.

Feel free to upvote any existing enhancement requests, or if none exist then submit one!

BRgds,

-Ray

Emilie

Sounds good! Thanks so much, Ray!

ElmerT

Has this been added? How 'bout as an alternative way is the ability to let the user edit the record he created on the form in the first place?

saleeny

Hi @Emilie,

I understand the challenge you're facing with your team’s application form. While Smartsheet currently doesn't support a "save for later" option, an effective workaround is to use a combination of a link-sharing feature and a workflow that emails clients a unique link to continue where they left off. This can be implemented through the "Update Request" feature, which allows users to save their form progress by sending them a link to update their entries.

Additionally, if you're working with data collection in a context that involves consistent user engagement, a website dedicated to this purpose could offer a similar save-and-continue functionality for a better user experience. For instance, integrating this feature with a reminder tool for ongoing submissions could help streamline the process.

I hope this helps and feel free to explore more detailed options on specialized platforms to make your form interactions seamless!