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Status Open for voting
Categories Form Designer
Created by Chris Ben
Created on May 16, 2024

Save as draft for anonymous/unauthenticated forms

Save as draft functionality works really well with authenticated forms but there isn't an in-built function for unauthenticated forms. This means the workflow designer has to code a workaround.

This idea is to enable the use of the save as draft feature where the user would be emailed a link to their incomplete form.

My suggestion of a nice user experience would be if the anonymous user selected save as draft, there are a few fields for the workflow designer to use to construct the email that will be sent to the user similar to a cut down task email. E.g. sender name/to email/name/body (with an insert hyperlink feature or switching on the standard footer).

The system would need to check if they selected save as draft that the email control was mandatory/populated.

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