Can someone save a partially completed form to submit later?

[daveyk72]

Hi community,

I'm wondering if there is a way that someone can save a partially completed form and be able to submit at a later time?

It's not something we had developed during implementation a couple of months ago, so any assistance would be appreciated.

[David OBrien]

Yes, you can.   I've actually set this up on Change Request and limited it to a specific state.   So for Change especially you may not have all of the change details before you want to save the record so I added a 'Draft' state and as long as the State is still Draft I ignore mandatory fields on submit.

I have a UI policy with condition State is Draft.   Then for an Execute if true script I'm running:

function onCondition() {

   g_form.checkMandatory = false;

}

For Execute if false   script I'm running the opposite

function onCondition() {

   g_form.checkMandatory = true;

}

This still shows the mandatory fields with mandatory flags on them so the folks filling out the form know it's mandatory but ignores that flag when it's submitted.

Hope this helps.

[daveyk72]

Thanks for your reply David, it does help very much!

[jbrooke]

Hi David,

Is the field checkMandatory a custom field? Would you share you UI Policy setup?

Thanks

Jana

[David OBrien]

checkMandatory is a function of g_form.  

My UI policy is setup with a condition of State = Draft.   It is set to run On Load and to Run Scripts.   Screen shot of the scripts section is below.