How do I introduce a Save as Draft feature in the current risk event form.

[ChuanYanF]

Dear experts,

I would like a introduce a save as draft stage for my current risk event form, and when save it is still in draft without promping to the "new" state and straight away assigning a task to the user defined in the assign to field. How should I approach this matter? Should I create a new state which is draft? Please advise thank you.

[Connor Levien · Accepted solution]

@ChuanYanF you can create an additional state before New which can be draft. You will also need to update the stepper to show a Draft state before new (but I would only show that step when in the draft state). You will also need to make a UI action to move it to the new state from draft when ready

Alternatively, if you are using the OOTB way of raising Risk events via the Employee Portal there is an OOTB draft capability for record producers.

A word of warning thought, I would suggest to have a scheduled job or flow to clean up risk events that have been in draft for extended periods of time. For example closing risk events that have been in draft and not updated in over 6 months to keep your table clean and organised for reporting.