Save as Draft Feature
In this video tutorial you will understand how to implement the Save as Draft feature in your web app.
1. Create an Event to Save as Draft
Go to Events and choose Add Event. Name the event and click Create.
1.1 Configure the Event
Choose Collection > Save Data as Draft
1.2 Add Event Details
Add the collection name and add the notification messages and Save.
2. Change Type
Go to the form and in its Submit button Settings change Type to Submit and Save.
3.1 Change Button Type
Add a new button in the form by choosing Button from Components. Now open its Settings and change its Text, Type and bind the event to it from Workflow Event and **Save.
3. Test the Changes
Go to the Preview page by clicking on it. Now you can test your settings by creating a new record.
4. Create a Page to Show Pre-filled Fields
Go to Pages and create a page and click Create.
4.1 Bind the Collection to the Page
Open page Settings and in Settings choose teh collection to bind and Update.
5. Link the Edit Page
Go to the edit button and open its Settings. Here choose the page to link and the Get Path Link ID and Save.
6. Test the Changes
Go to the Preview page by clicking on it. Now you can test your settings by creating a new record. However, it will not create one.
7. To Save as Draft while Editing
To do this, create an event. Go to Events and choose Add Event. Name the event and click Create.
7.1 Configure the Event
Now click Collection > Save Data as Draft
7.2 Add Event Details
Add the collection name to update and add the notification messages and then Save.
Similarly, you can create an event to update the data as per this use case.
8. Bind the Event to the Page
Go to the Pages. open its Settings and in Workflow Event choose the event to bind and Save.
9. Add a Button
Add a new button in the form by choosing Button from Components. Now open its Settings and change its Text, Type and bind the event to it from Workflow Event and **Save.
10. Test the Changes
Go to the Preview page by clicking on it. Now you can test your settings by creating a new record and Submit or Save as Draft.