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

Please add this much-needed feature to the roadmap…some forms can be quite lengthy to fill out all in one sitting and should the user lose internet connection while completing the form, it would help to have auto-saving of the draft or any recoverable draft of the form to avoid having to fill it all out again. Unfortunately, this has happened to our users before and it can be quite frustrating.

Being able to save and work on later is nice when I get busy or have to jump into something else without having to leave that tab open.

We’re using Smartsheet forms to support clinical audit workflows — specifically Surgical Safety Checklist audits. These audits span multiple phases of a procedure (e.g., Briefing, Time Out, and Debriefing), and form completion can’t always happen all at once.

Right now, our workaround is to print a PDF of the form, complete it manually in real time as the procedure progresses, and then have someone enter all the data into Smartsheet later once everything is finalized. This leads to duplication, delays, and increased risk of transcription errors.

We’d love to see a “Save and Resume Later” feature for Smartsheet forms that would allow:

• Users to start a form, pause midway, and return to complete it later
• Ideally, the form could be resumed using a secure link or by reopening a session tied to the original entry
• Even a basic autosave or draft mode would be incredibly helpful

This would allow clinical teams to enter information in real time without needing to complete the full form in one sitting, especially when parts of the workflow (like Debriefing) happen much later.

Thanks for considering this — it would be a huge improvement for users in complex, real-world environments!

Thanks, Marc — appreciate the suggestion! We hadn’t considered that route, but our current workflow needs to stay within Smartsheet for audit integrity, dropdown control, and internal approvals. Still, good to know that connector can be leveraged that way.