saving info

  • Profile Image
    Asked on July 17, 2019 at 02:21 PM

    how can I make it so that client info is saved each question submission as they go.... I have been getting many complaints from clients who started filling out their form and need to walk away to gather more info and when they get back all of their work is gone

  • Profile Image
    Answered on July 17, 2019 at 04:49 PM

    Hi @charidy,

    There are a few things you can do to be able to save the data that has already been filled without the form being submitted.

    1. Enable AutoFill on your Forms.

    Enabling the AUTOFILL feature will automatically save the form's field values locally (browser local storage) for up to 24 hours. The saved local data is cleared when the form is submitted, or after the 24 hours from the form access time. This way, your users don't lose any single data if they accidentally close or reload their browser while filling out the form. Please note that your users need to use the same browser in order for the saved field values to autofill in the form.

    1563396163Screen Shot 2019-07-17 at 1.40

    1563396186Screen Shot 2019-07-17 at 1.41


    2. The other is to set up your Form to  Save Forms and Continue later method is a more permanent option and will require additional steps when setting it up. This method requires two forms and a PAGE BREAK in order for it to work.

    Guide: How-to-Save-Forms-and-Continue-Later

    Please let us know if you need any more assistance. Thank you.