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Question

Feature Request: For Drafts, Name Saved Instance According to Process Settings

Forms Ideas Version 9
Updated August 29, 2018
asked on December 9, 2014 • Show version history

In Forms 9.2 when a form is saved as a Draft, it just displays the Processes name and the date saved. This isn't very helpful when you're saving a lot of drafts for the same form. It would be great if it would show similar to how it shows in Pending Tasks and takes on the naming convention setup in the Process Settings.

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Answer

SELECTED ANSWER
replied on January 12, 2017

Forms 10.2 now support set the draft name when save draft.

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Replies

replied on December 10, 2014

So you want to configure friendly name for each drafts in order to distinguish them? But the instance related tokens can't be used in the friendly name as the instance is not started yet when save draft, only submit form will start the instance.

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View 6 previous replies
replied on December 10, 2014

Yes, we need a friendly way to name each draft. Otherwise when we have 15 drafts for the same process you have to go through each one to figure out who they are for.

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replied on December 10, 2014

I filed it as a feature request change, we will consider support it.

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replied on August 4, 2015

Is there any update as to whether or not this feature will be available in Forms 10? It is really causing a lot of problems within our organization.

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replied on June 15, 2016

Is there any update on if this feature will be added?

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replied on June 16, 2016

Hi Blake, it is still under discussion. Will allow user to set a name for the draft when save meet your requirement?

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replied on June 16, 2016

It would be better if it could be dynamic the same way the draft emails are dynamic.

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replied on June 23, 2016

Hi Blake, we will add a new feature in Forms 11 to allow user to set the draft name when save draft for authenticated user and user can rename it from draft list as well.

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SELECTED ANSWER
replied on January 12, 2017

Forms 10.2 now support set the draft name when save draft.

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replied on August 29, 2018

Can we change the 'default' draft name and possibly gray it out so users cannot change it when saving as draft? We are looking to provide this to a client that wants consistency. The draft itself is defaulted to name it by BP name. As of right now, if they don't alter the name, they may have 10 drafts - all with the same name.

Is there javascript we can run to override that default draft name and lock it down?

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