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Submit Record or Save as Draft

When creating records, you may often encounter the following requirments:

  • When creating a record, after filling in part of the data, you do not want to submit, but want to save as a draft, and later submit it after modification and confirmation.

  • When creating a record, it is sometimes necessary to change the name of the submit button, to make it easier for the operator to understand, for example, changing the [Submit] button to a [Submit and Save] button.

  • Sometimes different actions may also be required after creating a new record, for example:

    • A second record needs to be added after the first record, without closing the creation page.

    • The second record that needs to be added after the first record has the same fields as the first one. In this case, it is better to retain the content of the first record.

    • After creating a record, it is required to open the record details page directly where you need to click a button to trigger a workflow, or post a comment.

    • Only one record can be created at a time, and other buttons need to be hidden.

All of the above requirements can be fulfilled through form settings.

Entrance to Form Settings​

App Admin goes to the form editing page, and clicks [Form Settings] > [Submit].

You can set the following five items:

  • The form title
  • The [Save as draft] button
  • The [Submit] button
    • [Submit]
    • [Continue to create]
    • [Keep as default]

1. Form Title​

When creating a record, the title is displayed in the upper left corner of the form.

As shown below:

The form title does not affect the name of the [add record]button; the [add record] button is displayed as the record name.

Setting the record name can also change the form title. They are prioritized as follows.

Form Title > Record Name > Record (by default)

Take the Work Order worksheet as an example, the form title can be as follows:

  1. Submit Work Order (set the form title)
  2. Create Work Order (not set the form title but set the record name as work order)
  3. Create Record (neither form title nor record name is set)

2. Save as Draft​

Once enabled (it is enabled by default in all new worksheets), the [Save as draft] button is displayed on the record creating page.

Enable/Disable

On the record creating page：

When you click [Save as draft], the currently filled data will be stored in the draft box.

Draft:

When there is a draft, there will be a red dot on the icon. You can open the draft, select the target draft and continue to submit.

After opening a record in the draft box, you can choose to submit it or continue to save it as draft.

About drafts:

  • Users can only see their own drafts.
  • When obtaining records through workflow, querying worksheets or calling API, the data in the draft box cannot be obtained.
  • Notifications are not sent to selected members in the draft record.
  • Draft records do not trigger workflows.
  • No checks for errors when saving drafts (required or not, style, business rules, etc.).
  • Up to 10 drafts can be saved per user for a worksheet.
  • Drafts are not counted in the number of records in the worksheet.
  • Attachments in drafts count in the number of files uploaded in the worksheet.

3. Submit​

The submit button is always displayed and cannot be hidden, but you can change the name or set the action after submitting.

  • Modify button name

    You can modify the button name. You can name it according to the actions after submission, such as [Submit and Close], or [Continue to Create].

  • Actions after submission

    • [Close pop-up]

    • [Save & Add Next]

      The creating page does not close and you can continue to create new records.

    • [Open the record just created]

      It will open the newly created record based on a view and you can post a comment or click on a custom action.

4. Continue to Create​

It is a secondary button that can be hidden if it is not needed. You can also change the name or set the action after submitting.

For example, if you need to submit multiple records in a row, you can enable [Continue to Create].

5.Keep last submission when continuing to create​

Sometimes you need to submit multiple records in a row, but there are duplicate content and you only need to modify some certain fields, in such case, you can enable [Keep as default].

As shown below:

The [Submit] button and [Continue to Create] button will be displayed only if [Save & Add Next] is selected.

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