Overview
The Auto Save New feature helps prevent data loss while users are entering information into a form. As users fill out a new form, the system automatically saves their progress in the background without requiring them to click Save.
This helps protect entered information if the user navigates away from the page, experiences a system interruption, or accidentally closes the browser before submitting the form.
How the Auto Save Feature Works
- When a user opens a new form, the Auto Save functionality is initialized.
- As the user begins entering information into the form fields, the system automatically saves the entered data in the background.
- Auto Save continues while the user is filling out the form.
- If the user leaves the form before submitting, a pop-up will appear indicating that the form has been saved as a draft.
- Users can also view the form status directly from the Forms tab grid.
This feature improves the user experience by reducing the risk of losing partially entered information.
Behavior After Form Submission
Once the form has been submitted, Auto Save is no longer active for that record.
- After submission, the form is considered finalized in the system.
- Any additional changes must be made through the standard edit or update process, depending on system permissions and workflow rules.
- Auto Save does not continue after the form has been successfully submitted.
Benefits
- Reduces the risk of losing data during form entry.
- Saves progress automatically without requiring manual clicks.
- Helps users recover partially entered information if they leave the form before submission.