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rameshbabub7775
February 2, 2023
Question

save a Request In Draft

  • February 2, 2023
  • 3 replies
  • 0 views

hii all,

i have a requirement to store a request in draft , usually if i filled a form and given submit then only one request id will generate , before submit the form i want to save the form in draft mode , how would i achieve this please help me im new to appian.

thanks in advance 

b ramesh

3 replies

arulk0002
Inspiring
February 2, 2023

Hi Ramesh,

If you are using User Input Task in process model pls enable the highlight below save draft check box and see in the interface at the top left corner.

csteward
February 2, 2023

Additionally if you would like to persist data to the DB while saving a draft, create your own "Save" button that submits the form (typically without validation), chains through a Write to DS node, then chains back to the same form.  Data will be persisted and the user will not have appeared to leave the form.  Typically in this case I will include something like a "Draft has been saved" message via richText on the form.

konduruc733182
February 2, 2023

Hello rameshbabub7775,

Two ways you can achieve this

1. The Allow users to save a draft in the process model User Input task forms tab. 

2. You can create you own Save option and store the data in a table where there are some mandatory audit fields such as one PK field (AutoIncrement) which will hold a unique value for the saved data and one field which will store the Parent request ID for reference(FK optional) and isActive field to make sure it is not left in the active state. You need to turn the status of this inactive after the successful completion of the task. I recommend you not to create a related action for this. You will have two buttons A. Save/Pause B. Resume.