Add "Save as draft" in web form step

(0) Share

Report

Posted on by julien.biedermann

Hello,

I'm using a web form and I need to have 2 buttons on each step:

Save as draft (That will save the actual form without going to the next step)
Next (That will save the actual form and go to the next step)

The form is quite long (required fields) and the user should be able to save before going to the next step as going to previous step is not permitted.

Do you have any idea how to achieve this ?

Thank you

Categories:

Portals

I have the same question (0)

All responses (6)

Answers (0)

RaviKashyap 55,410 Moderator on at

Like (0)

Report
Copy link

Link copied!

Hi,

I am afraid there isn't any straight forward way or configuration to achieve this :(

Was this reply helpful? Yes No
julien.biedermann on at

Like (0)

Report
Copy link

Link copied!

Thanks for the answer. Do you see any solution with Javascript ? Is it possible to play with WebForm_DoPostBackWithOptions function ? I also tried to put an entity form (in addition to web form) but it it not working.

Was this reply helpful? Yes No
Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report
Copy link

Link copied!

I don't have but may be Arpit Shrivastava has some thoughts.

Was this reply helpful? Yes No
Suggested answer

Arpit Shrivastava 7,518 User Group Leader on at

Like (1)

Report
Copy link

Link copied!

Hi Julien,

As per my knowledge, there is no OOB way to achieve this neither using Webform nor Entity Form.

Though you can handle this sutuation by having multiple entity forms.

Let say you want to take user's inputs in 3 steps. So create 3 Entity Forms of same entity. Each Entity Form would have 2 buttons (one OOB button, labeled as 'Save as draft' and one Custom button, labeled as 'Continue').

OOB button will use to save the record in CRM and will keep the user on same page by doing below setting on Entity form.

On Success Settings:

On Success : Display Success Message

Display Success Message:

Hide Form on Succes : true

By doing this setting, as soon as user hits Save as Draft button, records will get saved in crm and user will remain on same screen.

Custom Button will redirect user to second entity form. For this you need to write javascript on Entity Form 1 under custom javascript section.

Note:

1. All the entity forms would be in Edit Mode except the first one. First Entiry form would be in Insert mode.

2. All the mandatory fields must be presented on Entity Form 1 in order to save the record in CRM. Rest Entity Forms can have the fields as per your need.

Hope you get the clarity. Though I didn't try this but i feel it would work.

Cheers

Arpit

[View:https://arpitmscrmhunt.blogspot.in]

Was this reply helpful? Yes No
julien.biedermann on at

Like (0)

Report
Copy link

Link copied!

Hi Arpit, thanks a lot for you detailled answer, very appreciated. I think this solution should work but I need some features offered by the web forms and I have some mandatory fields in multiple steps.

Was this reply helpful? Yes No
Suggested answer

Arpit Shrivastava 7,518 User Group Leader on at

Like (1)

Report
Copy link

Link copied!

Your welcome Julien. Helping is my job.

If keeping the mandatory fields on mutiple steps is the only concern then I think you can still achieve that by making the field mandatory on individual Entity Forms either using Entity Form Metadata or Custom Javascript Validations. But not by keeping the fields manadatory in CRM.

(arpitmscrmhunt.blogspot.com/.../client-side-validation-using-javascript.html)

You still needs to keep all the CRM made Business required fields on first Entity Form in order to atleast save the record in draft mode. On other Entity Forms(steps) you'll have to use Entity Form Metadata or Script to make the fields mandatory.

Hope it helps.

Cheers.

Was this reply helpful? Yes No