Save and return later to complete the form

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    Asked on January 09, 2018 at 12:26 AM

    Is it possible for respondents to save a partially completed form, then return a few days later to complete it? We require the respondents to upload some certificates, but sometimes they are not aware (although we provided a separate Guidelines document) and are not prepared while completing the form online.

    Currently, they have to abort, scan all their certificates, and return to the system and start from the beginning again.

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    Answered on January 09, 2018 at 03:58 AM

    There are 2 ways to achieve this:

    1. Browser-based method

    Easy to setup, but relies on the Browser's Local Storage.

    Meaning, if they started filling out your form using Chrome, left their desktop/laptop, went back and re-opened the form on Firefox/Safari, then their progress is lost. Users would have to use that same Chrome browser again to continue where they left off.

    Complete guide: How-to-Enable-Auto-Fill-on-Forms

    2. Session parameter method

    A bit complicated setup and requires 2 forms to make it work.

    Form 1: The first form where the user will need to fill out the name and email field. The session URL will be created here and we will use the email field as the session ID.

    Form 2 (Main Form): This is the main form where all the necessary and important fields we need to collect. The main form needs to have page break, please also note that the progress on each page will only be saved when the "Next" and "Back" button is clicked.

    Complete guide: How-to-Save-Forms-and-Continue-Later 

    Have a look at both of them then decide which works better for your needs.