When Drafts are enabled for a form, users can pause their work by saving progress on a record— even if required fields are not complete.
Step 1: Open the Form
Navigate to the record or form you want to complete.
Begin entering information as usual.
Step 2: Save Progress
In the right-hand Record Options palette, select Save Progress — this is different from the Save/Complete button at the bottom of the form.
The record is saved as a Draft.
You'll see a confirmation message that your draft has been saved. Required fields can remain incomplete.
Step 3: Resume Later
To return to your draft, search for it in Record Search.
Draft records are color-coded and marked as Draft for easy identification.
Tier 1 drafts can only be accessed through Record Search.
Tier 2 drafts also appear in the Document Folders for their associated completed Tier 1 records, providing another quick access point.