How to enable "Save as Draft" OOB functionality

[AoifeS]

Hi,

We have just upgraded to Xanadu and would like to know how to enable "Save as Draft" OOB functionality please?

[Brian Lancaster · Accepted solution]

If you are using a custom portal name then you will need to create a true/false system property with then like below and set it to true.

glide.sc.enable.save_as_draft.portal.<portal name>

Also when a draft is saved it can be found under my_requests page in the My Requests widget. So if you customized the My Request widget you will need to use move back to the out of the box one.

[AoifeS]

Thank you, this has worked for the service portal. However when setting the below system property to 'true' for the employee centre, no draft option appears:

glide.sc.enable.save_as_draft.portal.esc

Is there something else I should be looking at?

Kind regards,

Aoife

[Brian Lancaster]

Are you using the same catalog item to test for both service portal and employee center? There is a check box on the catalog items that is hide save as draft. This is also something you can set on the widget that appears on the sc_cat_item page. But it looks like Service Portal and Employee center use that same page. So I don't think it is that.

[AoifeS]

The employee centre is heavily customised and does not use catalog items, it uses people forms. So this feature isn't OOTB.I believe I need custom implementation to enable draft-saving functionality on people forms.  It looks like I'll have to modify the form widget, edit the script to include a 'save as draft' button and then add the logic to the script. As well as creating a custom draft table, add a draft management plan and add relevant role to the ACL's of the customer draft table and related widgets.

Thank you for your help.