Question

Save Incomplete forms by task participants

Forms

Updated January 15, 2016

asked on July 9, 2014

Greetings,

Is it possible for task participants in a process to save their incomplete forms to complete later. This would really help as there are situations where users assigned to as task might not be able to provide all the information required at that particular time and would like to save the form and complete it later.

Is this achievable?

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Answer

APPROVED ANSWER

replied on July 9, 2014

This is a built in function of Forms. There is detailed information about how to set it up in the Forms Help documentation that can be found here under the Message Start Events section.

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Replies

replied on July 9, 2014

Thank you Blake.

I understand that forms can be saved before there are submitted. But i am referring to steps after the initial form has been submitted.

For example, an employee submits a performance evaluation form which is to reviewed and commented on by their manager. The manager might not have be able to put in all his comments at once and would like to save his progress on the form and complete it later. How would this be done?

Thank you.

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replied on July 9, 2014

You can accomplish by following Sheldon's example in this post.

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replied on July 9, 2014

The post was really helpful and we have been able to solve the issue.

Thank you for the help

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replied on July 9, 2014

You're very welcome. If one of my answers solved your problem, don't forget to click "This answered my question" link.

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replied on January 15, 2016

Hi there,

User Task save as draft feature is supported in Laserfiche Forms 10.

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You are not allowed to follow up in this post.

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Save Incomplete forms by task participants

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