Draft Records allow users to save progress on forms before completing all required fields. As an Administrator, you can enable this feature for individual forms through Form Properties.
Step 1: Open Form Properties
Navigate to the desired form in Apricot.
In the Form Designer, locate the Form Properties panel.
Step 2: Allow Drafts
In Form Properties, find the setting labeled Allow Drafts.
Select or check the box to enable Draft functionality for that form.
Step 3: Save and Publish Your Settings
Save your changes to apply the Draft option.
Once enabled and the form is published, users will see a Save Progress option when completing that form.
Note: If you later disable Drafts, existing draft records remain visible and accessible. Users can still open, edit, and complete those drafts from Record Search.
Reminder: Changes to form settings—such as enabling Drafts—do not take effect until the form is published.