Saving a draft of a form and then coming back to it?

S
Userlevel 3
Badge +16

Hi,

 

Anyone implemented a way to save a form as the user goes along, then allowing them to save it and then pick-up filling it in later?

 

If so, is there any way to manage this so drafts don't just sit around in the system if unfilled etc?

Also, is there a way of allocating security, so that only that user can open the draft and continue?

 

Thanks

3 replies

E
Badge +9

Hi Sharpharp1

 

This idea it was  discussed before see the link below.

 

https://community.k2.com/t5/K2-Blackpearl-Forum-Posts/Save-and-Submit-form/td-p/95738

 

Should you find the information from the article useful or leading you to the answer please mark as "Solution and/or Kudo", as it will assist other k2 developers with relevant information in the near future.

 

Best Regards

Elvis

 

[K2 will not accept any liability for any issues arising from actions taken in respect of the information provided by any forum member]

 

B
Userlevel 2

Hello  @Sharpharp1,

 

Please see the following article for more information on how to achieve that. The article includes the visuals and example on how to perform the saving and submitting information: https://help.k2.com/kb000107

 

Also check the related community article: https://community.k2.com/t5/K2-Blackpearl-Forum-Posts/Save-InfoPath-form-in-progress/td-p/60573

 

Should you find the above information useful kindly mark as "Accepted Solution and/or Kudo", as this will assist other community members looking for related information.

 

Regards,
Beswick

 

[K2 will not accept any liability for any issues arising from actions taken in respect of the information provided by any forum member]

S
Userlevel 3
Badge +16
Thanks for the links.

I think maybe have a SAVE AS DRAFT button when sending the link to the user that is filling in the form perhaps?

Then the user just clicks the link to continue and the form loads any existing data?

The bigger problem is managing unfinished forms, i.e. the user doesn't complete it and also if the user deletes the link sent to them?

How could you address these issues? I guess you could add a status field and use SSIS to delete any unfinished jobs periodically.

But how would you handle users continuing a form if they delete the link to it?

Is there a login system i could use? creates a password for them to use to continue or create a new password if link lost? -This looks messy to do, but is there an easier way?

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