Save a form

Saving forms via the save functionality of FORMCYLE or specially configured status processing

It is possible in FORMCYCLE to temporarily store the current state of a form in various ways, so that it can be completed at a later time. Two different ways are presented below.

 

Please also consider legal requirements for the storing of e.g. personal data.

Some form fields to demonstrate that values are indeed saved and reloaded in this demo form:

Option 1: The built-in save functionality of FORMCYCLE

To use the save functionality built into FORMCYCLE, a button must be configured with the action "save" or "save + check".

 

It should be noted that this only results in the current form state being transferred to the server, that means the wokflow will be not executed and the form being displayed again.

The forms saved in this way end up in the mailbox which is set as the default mailbox inside the mailbox configuration of the form. They are initially grayed out and can only be opened after they have been sent correctly.


Option 2: Workflow processing

For saving a form via workflow processing, a certain logic must be implemented in the workflow. The button (btnSave) used for saving is in that case configured to "submit" or "submit + check" in the action.

 

In the workflow, the trigger btnSave send an e-mail to the enterted e-mail address with the url for the stored form. The action "Save" sets the form to the saved state. Optional you can use the action "Move to inbox" to save the form in a own inbox to separat the saved forms from final sent forms.

 

After the form was saved an action of the type "Redirect" is used to instantly open up the saved state of the form again.

 

Furthermore this demo form also uses a timed state transition to delete saved form records 2 days after they have been saved for the last time.