Hi Community,
The Smartsheet mobile app is great for capturing information on the go, especially when paired with forms. However, a customer pain point in the past was the fact that all form progress in the Smartsheet mobile app would be lost if a user navigated away from a partially-completed form or accidentally closed the app.
Therefore, to improve the form submission process and prevent form abandonment, we released the new “progressive form save” feature. This feature lets you save an incomplete Smartsheet form as a draft in the mobile app. You can leave the form, access other Smartsheet assets, or even close the app. When you reopen the same form later, the fields you previously filled will be saved. By creating a draft of your form progress, we are making it convenient for you to return and complete it when you have the necessary time and information for submission.
You can also easily clear previously entered data within a form using the new ‘reset form’ button. Please note that form drafts are saved until the user logs out, resets the form, or submits the draft.
This feature is available for all users in the Commercial US and EU instances of Smartsheet. If you haven’t already, download the mobile app to plan, execute, and track work anywhere.
Learn more about capturing information with the mobile app.
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Cheers,
John Hieger
Senior Product Marketing Manager