Question

sharing a saved draft form?

Forms

Updated February 4, 2015

asked on January 30, 2015

In version 9.1 when we select save draft to finish later, enter our email address and we receive a link to continue the draft for later submittal. With this link, we were able to share it with other users to complete the submittal process. Unfortunately with 9.2, we were unable to utilize the same process. Is there any way to disable how 9.2 is saving the draft forms?

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Replies

replied on January 30, 2015

Can you give details why it is not working in 9.2?

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replied on February 2, 2015

Blake,

This is the error that other users are getting when trying to access a saved form that doesn't belong to them.

When the original user that saved the form try to access the link, he/she is able to recall the saved form normally.

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replied on February 2, 2015

This is the desired behavior in 9.2 after we support view saved draft for authenticated users. In 9.1, when save draft, you need type email no matter you access the form with login or without login; in 9.2, if you save draft after login, then you don't need to type email any more and the saved draft belong to that user, so other user won't be able to view it.

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replied on February 3, 2015

Hi Tommy,

The other users that are involved - do they have login access (either as authenticated participants or as full-named users), or are they using Forms Portal? If they have login access, then you can create a process that allows users to continue filling in a form without utilizing drafts. Instead, you'd create multiple forms within the same process and share field variables between them. Let me know if you'd like more information on this!

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replied on February 3, 2015

Tanya,

If you have any suggestion or information on how to go about with this process, that would be great!

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replied on February 3, 2015 • Show version history

Sure! Let's say the goal is to have a form that User 1 fills out partially, then sends along to User 2 to complete. In actuality, this process will consist of 2 forms, with a User Task in the Process Modeler passing along the form. So, User 1 fills out Form 1 and submits it. This kicks off the Process Modeler. In the User Task, assign the settings like so:

This will result in User 2 receiving an email that contains the link to Form 2.

To configure that second form so that it appears as a draft of Form 1, make it a copy of Form 1. The fields will automatically fill with the information that User 1 inputted (stored as variables). Furthermore, you now have the added functionality of making those fields read-only, as well as adding or removing any fields. The button to make a copy of a form is located at the top of the Forms Edit screen, next to Form Settings:

One other note: when including Task Participants, make sure that they have the correct email listed. Users can check this after they log into Forms, selecting Account from the dropdown next to their username (in the upper righthand corner of any Forms page).

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replied on February 4, 2015

Thank you, I will give this a try.

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sharing a saved draft form?

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