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  • Profile Image

    Saving form as draft

    Asked by yonatann on April 20, 2016 at 08:32 AM

    Hi,

    We're currently in the final phase of evaluating JotForm for mass usage in our organization and plan to subscribe very soon to Bronze or Gold plan.

    According to the requirements, the form filler should be able to save the form as "Draft" mode or in "Publish" mode. The former means that the data is saved but he wishes to signal to the team that he's hasn't finished. The later means that the entry is ready for review.

    Do you have an example somewhere that examplified this use case? we thought of using two buttons, where each changes some label/field value to "Draft" or "Published" but it seems like there are conditions trigger for buttons click. Any advice or reference will be appreciated.

    Cheers,
    Yonatan Goldberg

     

     

    saving form draft JotForm publish label review
  • Profile Image
    JotForm Support

    Answered by Charlie on April 20, 2016 at 10:12 AM

    I presume what you meant is that the submission is saved as "Draft" or "Final". We do not have a draft or publish mode, once the user clicks the submit button, it will be saved in your account as a completed submission. 

    However, it is possible to set a status on the submission, give an edit link to the user and conditionally send the submission data via email to the appropriate personnel.

    Here's an example:

    1. First, I'll have a drop down field where the user will be prompted to state if the submission is complete or just a draft:

     

    2. I will then setup 3 email alerts.

    Final Approver => This is the email notification sent to the person who will review and approve the submission.

    Autoresponder: Send copy to user => This is a autoresponder where the one who filled out the form can get a copy of his/her submission.

    Email notification to me => This is the email notification sent to you or someone else, regardless of the status.

     

    Here's a guide on how to create email notifications: https://www.jotform.com/help/25-Setting-Up-Email-Notifications 

    Here's a guide on how to create an autoresponder: https://www.jotform.com/help/26-Creating-a-Form-Autoresponder 

     

    3. Now I want the autoresponder to have an edit link to allow the user to update or continue his/her submission.

    It is also best to enable the "Send on editing submission" option in the autoresponder, so that the user gets an email again once he/she updates the submission:

     

    4. Now we ONLY want to send the "Final Approver" email notification if the status is set to "Publish", we can do that using conditional logic. Here's a specific guide that you can refer to: http://www.jotform.com/help/167-How-to-send-to-a-specific-email-address-based-on-a-selection 

    In my case, this is how it is setup:

     

    5. I now have a form that can record draft and publish submissions based on user input.

     

     

    Another possible approach is using the session link. However, the session link DOES NOT save the draft submission to your account. You can learn more about it in this guide: https://www.jotform.com/help/97-How-to-Save-Forms-and-Continue-Later 

     

    I hope those solutions will work for you.

  • Profile Image

    Answered by yonatann on April 21, 2016 at 08:35 AM

    That will work.

    Thanks for the kind support.

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    JotForm Support

    Answered by Charlie on April 21, 2016 at 09:38 AM

    You are most welcome. Should you need our assistance again, feel free to drop by here in the forum.

    Thank you.