Allow user to Save form as Draft

EmmanuelT
Tera Contributor

Hello Everyone, 

 

I am new to servicenow AES (App Engine Studio) Vancouver, and I am having trouble finding any resources or answers for this question. 

 

I have a form that I created and want to give the user the ability to save the form and return to it later when they are ready.

 

So for example

When the user clicks the save button here

 

EmmanuelT_0-1726181131455.png

the form will be saved and when they come back the form will be populated with what they entered.

 

Please explain in detail if possible, step by step how to add this functionality to my form if it is even possible. I have seen some people answer questions with things like, "Add state", or "add a draft state" without any information on how to do that or what that even means.

 

Please and thank you, any help would be greatly appreciated.

4 REPLIES 4

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @EmmanuelT 

 

Are you trying this on Portal or native view?

 

On portal - Save as draft is default now.

 

and On form, you might need to enable property or on contexts menu you will get the Save button. Please check any OOTB form like Inc/ prb ext.

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Hello!

 

I believe I am using portal, I am assume the portal label on here 

EmmanuelT_0-1726507618871.png

is what confirms it?

 

But what does that mean, "On portal - Save as draft is default now." Where can I find this default?

Hi @EmmanuelT , 

 

From Washington release , ServiceNow released "Save as Draft" functionality. 

 

Please refer below thread:

https://www.servicenow.com/community/developer-articles/save-catalog-items-as-draft/ta-p/2855484

 

If I could help you with your Query then, please hit the Thumb Icon and mark it as Correct !!

 

Thanks & Regards,

Sumanth Meda

 

Hello!

 

I believe I am using Portal, I think that what the portal label on my tab means.

 

EmmanuelT_0-1726510405327.png

But what I do not understand is what does "On portal - Save as draft is default now." means. Where do I go to see these defaults and apply them?