can a person submitting a form save it if they need to come back to it later?

05/27/20
Accepted

I have created a form that requires a lot of information before it can be submitted. The person completing the form may not have all the information at hand or may get interrupted while completing the form. Is there a way the person can save what has been entered so far and come back to it later? Is the only to keep the window open? Other ideas?

Thanks,

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Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Susan Hildebrant

    Unfortunately, it's not possible at the moment to partially save in the forms, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment

    As a possible workaround, you could let them submit, and if it's not complete, an Update Request would be sent out the submitter.

    Would that work?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Hi Andree

    Thanks for the fast response!

    I like your idea, but that generates another question. Many of the fields are required. If you understand the flow, I would be unable to make the fields required. What do you suggest? There is a lot of logic in the form. How would the user know those fields are required? Just thinking "out loud" and trying to work through the process.

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 08/17/20

    @Susan Hildebrant

    Happy to help!

    You can use multiple Update Requests and set up Workflows that would send them again if the required fields aren't filled in.

    Another option could still be to use forms, but with a unique identifier to connect them.

    Would that be better?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I have the same use case and same pain point with the forms. It looks like I would need to create 6 to 8 separate forms in order to overcome the issue of not being able to save. The Update Request is not helpful because it requires manually selecting the columns that you want them to update, it removes the logic, it removes the descriptions that you add to the form. It would be nice if the "divider" somehow triggers saving the form. Like instead of completing 100+ questions in a row, you could use the divider every 25 for example and it will save the progress for the section you completed.

    I also recently saw where you can customize the URL and key in certain information (like client name or email address), this is somewhat helpful since I now have to break everything up into multiple forms. It at least prevents our clients from having to enter their company name and email address for every form. It still requires alot of manual manipulation and isn't very scalable.

  • This is a major barrier for us. How can we capture all the logic we put into a form for a process that might take weeks to complete? Can they edit or revise a submitted form?

    Can you add an option to edit the form you submitted? So if the first 3 questions are answered and they submit, they'll receive an email confirmation with a copy of their form. If we have an added setting to allow them to edit their responses, maybe they could re-open the same form submission and add 5 more responses while retaining all the logic for the entire form.

    Thanks!

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