Drafts

Detailed Steps

Follow the steps below to save a Task Form as a draft.

1. Open a Task from the Tasks (Inbox) that contains a Task Form.
   
2. On Actions Panel, tap Standard Actions.
   
3. Tap Save. The task form is saved and moved to the Drafts section in the menu.
   

   If the When the Form is Submitting event and the Execute the Submitting Form method action are not configured on the task form, the Save option is not available.
   

4. Open the menu and tap Drafts.
   
5. The draft of the task form is available in the Drafts section.
   

Detailed Steps

Follow the steps below to save an application form as a draft.

1. On the menu, tap Forms.
   
2. On the Application Forms section, open the an application form.
   
3. On Actions Panel, tap the Save as Draft icon.
   

   If the When the Form is Submitting event and Execute the Submitting Form method action are not configured on the application form, the Save as Draft icon is not available.
   

4. Rename the draft and tap OK.
   
5. The renamed application form draft is saved and available in the Drafts section.
   

Once you save a form to the Drafts section, you can rename it. You can only rename application forms (not task forms) saved as drafts, and you can do this using the Standard Actions option on the draft form in the Drafts section.

Detailed Steps

Follow the steps below to rename a draft on the draft.

1. On the menu, tap Drafts.
   
2. On the Drafts section, tap on a draft.
   
3. On Actions Panel, tap Standard Actions.
   
4. Tap the Rename Draft option.
   
5. Rename the draft and tap OK.
   
6. The draft is renamed.
   

Once you save a form to the Drafts section, you can delete the draft. You can only delete a draft using the Standard Actions option on the draft.

Detailed Steps

Follow the steps below to delete a draft using the standard actions option.

1. On the menu, tap Drafts.
   
2. On the Drafts section, tap on a draft.
   
3. On Actions Panel, tap Standard Actions.
   
4. Tap the Delete Draft option.
   
5. Tap Delete.
   
6. The draft is deleted from the Drafts section.
   

• When you save a task form or application form as a draft and the form contains an Image Attachment or File Attachment control with attached images or files, if your mobile device does not have enough free space, the draft is not saved. Ensure there is enough available space on your device
• When saving a form as a draft, the draft name cannot be longer than 256 characters
  
• When saving a form as a draft that contains the same name as an existing draft, an A draft with this name already exists message is displayed
  
• When you save a draft that contains an error such as a control being unsupported on the form or the attachment size is too large or the attachment is not supported, the draft is saved with the errors
• When you redirect a draft form to another URL using an option on the draft and save the draft, the redirect URL is used as the title of the draft form
• Only certain controls are supported on forms when saved as a draft. If a control on the view or on the form is not supported, the data is not saved and the following message is displayed below
  Not all control data can be saved.
  
  See the Building SmartForms for Mobile Devices topic for more information
  
• The Send to Outbox notification only displays when you submit a form with the When the Form is submitting event or the execute the Submitting Form method action is configured in the form rules, while offline.