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

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  • LTen
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    Agree that there needs to be a save and continue option for forms! This is a serious fault in Smartsheets. I can work around not having sections, but I need a save button for our processes. Forms are timing out and users are frustrated.

  • bisaacs
    bisaacs ✭✭✭✭✭
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    Agreed with everyone here, being able to save a partially completed form is core functionality that is sorely missing. While we all appreciate the fact this feature is on the mobile app, I'd wager a pretty large sum that most forms that would benefit from being able to save and complete later aren't being filled out on a phone.

    If my response was helpful in any way (or answered your question) please be sure to upvote it, mark it as awesome, or mark it as the accepted answer!

    I'm always looking to connect with other industry professionals, feel free to connect with me on LinkedIn as well!

  • Brian_Richardson
    Brian_Richardson Overachievers
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    This just cropped up as a use case for us. Our transportation folks get audited, and the auditors/trainers use a clipboard to capture their results, then transfer that into Google Sheets. What a pain! So we're trying to roll out tablets to these folks with a Smartsheet form and sheet to capture results and automate the follow-on actions.

    Unfortunately we cannot use the Smartsheet Mobile App on the tablets due to lockdown/restrictions in allowing those tablets to authenticate. So we must use something that's broadly available - hence a Smartsheet form link.

    The issue is, when using the Smartsheet form in a Chrome tab, it's very easy for the auditor to accidentally drag down the tab and cause it to refresh, resulting in a loss of many answered questions from the form. Again, we cannot use the Mobile App, so having an option in the form to continuous save the draft response would be fantastic!

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN

  • Director Dan
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    Our use case is that we utilize this for many narrative reports. For example, our weekly report collects data throughout the week and is submitted once a week. Due to the narrative nature, this is entered from a laptop. We have folks that draft it in Word all week and then transfer it to the Smartsheet at the end of the week. Adding the save function to the web application is equally as important as having it available in the mobile application in our case.

  • BFoster
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    We use the request forms for our clients to obtain a lot of technical information. Often the client needs to take time to look up the information elsewhere and then come back to filling in the form. A "Save and Resume" feature would be AMAZING to help us move further into Smartsheets and mitigate customer complaints.

  • Cleversheet
    Cleversheet ✭✭✭✭✭✭
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    While this approach is a suitable workaround for certain save-form situations, granted it’s too clunky for other use cases. But feel free to check it out.

  • StacyR
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    Not being able to save incomplete forms and return to them at a later time has been a major negative with Smartsheet. We are a state agency that collects information from local government agencies and would love to use Smartsheet forms for this. However, the forms are lengthy and likely challenging for someone to complete in one sitting. We tried asking them to prepare their responses in advance in Microsoft Word and then cut-paste into Smartsheet. That is just extra work for them, and has led to errors in entry and people accidently closing the wrong tab and losing all of their work while transferring the information. Also, because these are government agencies we are obtaining information from, it is usually information that is stored on their computers and using a table or phone to complete the form in the app is not a viable option.

    If saving incomplete forms was a viable option the number of licenses and connected users to our account would increase dramatically.

  • Cleversheet
    Cleversheet ✭✭✭✭✭✭
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    @StacyR, you could see if something along these lines might work for you. This was developed specifically so that multiple government agencies could submit, and later edit, their own content. It uses an initial form that establishes the instance (and enables uniquely identifying it), then one or more Update Requests can be chained together as needed so that individual entries can be augmented and/or revised an unlimited number of times.

    This is a very basic design just to illustrate the concept. You'd have to do some fancy footwork in workflows, messaging, field presentation, etc to finesse it for your needs.