How can users save their progress on a form?

How can users save their progress on a form?

Comments

  • I have a use case where users are filling out a particularly large form. I would like for them to be able to save their progress, and return to the form later. I do not see any save buttons that can add this functionality to this form.

  • Hello,

    In order to accomplish this you just need to add a normal button to your form. On this outcome, instead of continuing to the next step in your flow, you need to assign the form back to the user.

    If your first form is already an assigned form, you can just loop back to the form and reuse the assignment.
    If your first form is an in session form, then you can copy the form step and just switch it to an assigned form step.

    Thanks,

    Erik

  • Additionally, attached is a simple project that illustrates reassigning the form to the user.

    Directions:
    [ul][li]Please, import [b]Save and Close-26032019-113914.zip [/b]and locate the[b] Save and Close[/b] designer folder. Run [b]Flow 1[/b] and an assigned form should show up. Add some text to the text box and click save and close.

    [/li][li]You will now see the assignment in your [b]Inbox[/b] or [b]My Tasks[/b] folder (depending which version of Decisions you are on).

    [/li][li]You can work the task from that page and your assignment will have the same data you entered when you clicked save and close.[/li][/ul]
    Thanks,

    Erik
    [i]edited by erik@decisions.com on 3/26/2019[/i]

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