Is there anywhere in the forms management page to view/recover saved drafts saved by users if they never received the email?
Process admin can manage the drafts from Monitor page with Forms 11 Update 2(https://support.laserfiche.com/kb/1014352/list-of-changes-for-laserfiche-forms-11-update-2).
I have a similar issue were the admin saved a draft but never got an email with the link to go and finish the form. How do i get this back for them since i cannot see the form and they do not have a way to get the form as no email was sent out? Do i need to set up something on the form side to make sure they get an email with the link to access it again? Please help
If the admin user saved the draft after logged in, they should be able to get the drafts from Inbox->My Drafts(for Forms 10.2)/Inbox->Drafts(for Forms 10.3+) after login
I was just able to do this:
This only works if they know the password because those are hashed and unrecoverable.
You need to know what form it was - I ran a test save to myself to get the URL for that form.
the URL will end in something like "https://<forms _server>/Forms/Form/resume/##/####" where the ## is the internal number of your form process and the last #### is the submission_id of the form.
I looked in the Laserfiche database under LFForms and the table dbo.cf_form_submissions
Right-click and look up the top 1000 entries, then refine that with "where draft_email = '<email address>'"
If you know the email address it was sent to you can refine the search to get the submission_id and re-create the URL by substituting that for the last #### in the URL above that you got from your test. You'll be prompted for the email it was supposedly sent to and the original password they supplied when it was saved.
The password is hashed so they need to know it, but this works if they can't find the email that they should have been sent.
This is for anonymous submissions. If the user was logged in it should be in their My Drafts portion of their inbox in Laserfiche Forms.
If they are on Forms 9.2 there is a Drafts area where they can view saved drafts. Before Forms 9.2 this is not possible.
I see the option now, but it appears to only show my drafts. How do I see drafts from other public users?
You cannot see other peoples drafts, just your own. There is no way to see a public users drafts as they do not have a Laserfiche Forms account to associate it with.
Allowing process admin to view the drafts for all the users is on our roadmap, but don't have exact time for when will this feature be implemented
Got it, thanks!
We have a customer whom has to wait for this feature before they can make use of forms for a specific business process. They do loan applications, which are long and complex and drafts often get saved. From a customer service standpoint, they need to be able to see the drafts so that they can help the customer finish the application, and so that they may be able to follow up with the customer if they never received the application. It is too risky for them to use Forms without having the ability to see drafts.
Xiuhong, when this feature will be available? we have one customer that is requesting this type of Draft management tool.
Hi Pedro, I am discussion this feature request with the team, will get back to you once we have a conclusion.
Hi Pedro, I checked with the team why this feature was not added is because drafts are personal asset and should only belong to draft owner, process admin should not be able to view those personal data until they submitted.
Hello Xiuhong, this would be a great feature to have because one of our workers were out and he was working on a document but had a draft of the document saved. It would have been great to see that info. It had critical info stored of where they finished working a process.