Forms - can someone completing a Form save this as WIP, and come back later to complete?


We have lengthy Forms and it would help if these can be saved as WIP so that someone who completes a Form can save in draft format and then come back to complete this at a later date?



  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @David Barry

    Yes, I agree that would be an excellent feature to have.

    Please submit an Enhancement Request when you have a moment.

    Possible workarounds,

    • Let them submit the form, and then an automated Update Request could send out so they can continue as long as it isn't completed.
    • 3rd party solution
    • I developed a solution using two forms (or the same form by using conditional logic) that can be used to submit the main information and then the other information on a new row for each submission after the first.

    Would any of those options work/help?

    I hope that helps!

    Be safe and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Glen O
    Glen O ✭✭✭

    Hi Andrée,

    Is it possible to also receive the above workaround that you have created. I too have a large technical form that takes quite a while to complete and is not EU friendly. Sending an excel spreadsheet, is not very professional to say the least.

    Thank you!