Are you going to add the save feature for forms that are not completed in one session? Save as draft

Tmicciche · 05/09/22

We love the form option for collecting data and consolidating. However, most people will need to consult with other people to complete the necessary information. Would love to see this as a future enhancement.

L_123 · 05/09/22

Not exactly the same, but you can create an update request based off a checkbox, then label the checkbox

"I'm not finished, i'd like to make changes later"

or something to that effect.

TCNSSA · 01/18/23

@L_123 do you know how to do this? I have the check box but I think the conditional formatting isn't right. I would love to know how.

Tracey

Andrée Starå · 01/18/23

Hi @TCNSSA

I hope you're well and safe!

Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Have a fantastic week & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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L_123 · 01/20/23

@TCNSSA

It wouldn't be conditional formatting. You would build an update request (in the automation menu) and base it off that checkbox. If "a new row is added" where "checkbox" is "checked".

TCNSSA · 01/21/23

Thank you @Andrée Starå and @L_123 I finally figured it out.

Andrée Starå · 01/23/23

@TCNSSA

Excellent!

Happy to help!

✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful, Insightful/Vote Up/Awesome. It will make it easier for others to find a solution or help to answer!

ppress · 03/02/23

Where can I learn the steps to do this exactly?

Genevieve P. · 03/03/23

Hi @ppress

Here's information about Update Requests: Automatically request updates on tasks

This is an example of how you'd set up the workflow:

You'll want to ensure that your Form settings make the user Sign In to fill in the form, so you can automatically grab their email address in the System "Created By" column. Or, you could set up a Contact Field and ask them to input their email if they check the box.

Cheers,

Genevieve

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Are you going to add the save feature for forms that are not completed in one session? Save as draft

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