Saving Form Draft

Introduction

Feature(s)

You can allow members to save form drafts in Form Properties. After you enable Save Draft, the data can be temporarily saved but not submitted, stored, or used in data retrieval and calculations.

Application Scenario(s)

When filling out the form, members may be uncertain about what to input for some fields. In this case, they can save a draft and continue filling out the form when they have figured it out.

Preview

Take saving draft data in a form as an example.

Setting Procedure

Where to Enable

Go to Design > Form Properties > Buttons, and enable Save Draft.

Customize the button text for Save Draft, and click Complete after completing the settings.

Using Draft(s)

1. Save draft data.

On the form-filling page, fill in some data and click Save Draft.

Besides the permission set Submit Only, you can also save drafts in other permission sets in which you have the data-adding permission.

2. View draft data.

After you save the draft, Drafts will be displayed on the top of the page. Click Drafts to see all the draft data you have saved in the form.

In Drafts, the draft is presented in the form of a card, which includes information such as the record title, the first three fields of the form, and the updated time.

Fields that can be displayed in Drafts include Single Line, Multi Line, Number, Date&Time, Radio, Checkbox, Single Select, Multi Select, Member, Members, Department, and Departments.

3. Edit draft data.

In Drafts, click the draft data to edit, and then submit the data or save the draft.

4. Delete draft data.

Click Delete next to the draft data to delete it.

Scenario(s) Supporting Saving Draft

Once you enable Save Draft, it can be applied in the following scenarios:

Note:

1. When you add data on the Manage Data page, Save Draft is not supported.

2. When members fill out forms through public links, Save Draft is not supported.

3. The draft does not support configuring Keep filled information for the next time in the submission prompt, and does not support configuring the prompt page after submission.

Rule(s) of Draft Data

Rule(s) for Saving Draft(s)

1. A maximum of 10,000 drafts can be saved in each form per day. Once this limit is reached, no new drafts will be saved. Admins cannot manage draft data, and deleting drafts by members does not free up draft capacity. The count resets to zero at the start of each day, and the limit of 10,000 drafts applies again for that day.

2. The validity period of draft data is 90 days, calculated from the time the draft was created, and it will be automatically deleted when it expires.

3. You can edit and save drafts many times, but only the latest draft data will be stored.

4. Each member can save multiple drafts.

5. If there is existing data in Drafts, and you later disable Save Draft in Form Properties, then the draft data in the drafts can only be submitted and cannot be saved again.

6. When creating or updating draft data, you can trigger Data Linkage, Formula, Field Display Rules, Front-End Events, and other features.

7. Draft data is not stored in Manage Data, so the data cannot be used for data linkage, dashboard analysis, aggregate table calculation and validation, data factory calculation, webhook data push, data logs. Automations, data printing, and others.

8. When you save the form in the drafts, the Serial No. field is empty. Only when the member submits the form will the field be filled.

9. When you save a draft, the following validation will not be triggered:

Rule(s) for Deleting Draft(s)

1 Members can only delete draft data created by themselves in Drafts, and admins cannot delete draft data created by members.

2. After the draft data is submitted, the data becomes valid and will be automatically removed from Drafts.

3. The validity period of draft data is 90 days, calculated from the time the draft was created, and it will be automatically deleted when it expires.

4. Once deleted, the draft data cannot be restored.

Rule(s) for Synchronizing Update(s)

When the form design is changed, draft data in Drafts will be changed synchronously: