How do you save an intake form in DRAFT? RRS feed

  • Question

  • When a new project is created, some users might not have all the information ready and might need to complete it at a later time, is it possible to save as DRAFT?


    Friday, March 1, 2019 9:33 PM


  • Hi,

    No, you don't have any option but to publish at this stage.  However I would encourage you to have an Enterprise custom field that holds the plan status, eg Active, Closed, Planning etc.   Set this as appropriate during this creation stage...

    Ben Howard [MVP] | web | blog | book | downloads | P2O

    • Marked as answer by Jose Zaldivar Friday, March 1, 2019 10:18 PM
    Friday, March 1, 2019 10:12 PM