Enabling customers to part enter information, save and come back later to complete

  • Profile Image
    AdminHAPPY
    Asked on January 01, 2013 at 09:58 PM

    I've followed the instructions.

    1. Does this not actually 'save' the information??? It doesn't appear to be workign on mine test. unless I've misunderstood and it doesn't actually save the info?

    2. If it doesn't - would be awesome if it could 

    I made a video MP4 (with jing) but it wouldn't upload hence have attached a screen shot but it doesn't show anything really except a blank form :-)

    Cheers & Thanks

    Annie

  • Profile Image
    idarktech
    Answered on January 01, 2013 at 11:16 PM

    Hi,

    Sessions will only work to the forms with page break fields. That's explained on this guide: How to Save Forms to Continue Later.

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    Or, you might be referring to this: How to Let Users Update Their Form Submissions at a Later Date

    Thanks!

  • Profile Image
    AdminHAPPY
    Answered on January 02, 2013 at 04:48 AM

    Cool - I did see that but there doesn't seem to be any instruction for putting the page break in.

    question 1. Do we need to have a least one page break in the 'main form' is that what you mean??

     

    Regarding the '

    How to Let Users Update Their Form Submissions at a Later Date. I'd like my clients to be able to start filling the form in and if need be save what they've done to date and then be able to come back later and the information they entered earlier is still there and they can then finish completing it -
    Questions 2. does that sound like the second one??
    I'll have a look anyway & await your answers Thank you in the mean time

    Cheers & Regards

    Annie

  • Profile Image
    idarktech
    Answered on January 02, 2013 at 05:10 AM

    Hi Annie,

    Yes, one page break field should be enough to make the save function to work. Page breaks divides your form into pages, so just drag it to your form where you'd like to cut the first page and have the fields below it as your second page.

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    Regarding this, How to Let Users Update Their Form Submissions at a Later Date. This doesn't seem to fit on what you need. This is not about saving feature, this is about accessing the "already submitted data" via link and edit or update anything on it. :)

    So what you need exactly is this How to Save Forms to Continue Later. This saves unsubmitted data or while the user is still on the filling process. When a user browser crashed, hang up or the user decides to continue to fill the form on a later date, they just need to access the form URL with session ?session=test@yahoo.com so they'd be able to see their unsubmitted saved data. They can then continue to fill and submit the form. After submitting the form, sessions data will be erased since it was already submitted.

    Thanks!