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How can I allow the user to save what they have entered and come back and finish later


Using the Finish Later Functionality

You can add a FinishLater field to your form (from the special fields library) to provide an option for the user to save their currently entered information and return later to complete the form. When the user returns they can enter a username and password to retrieve previous incomplete form submissions.

 

How to Set it Up

  • Click the edit button on your form to insert a new field
  • Select the Special Fields Library
  • Choose the Finish Later Field

The fieldname on this field can not be edited. Click the Finish Later Message tab to set the link text and following options

Message Link - this is the link text that is shown to your users.

Always Show Prompt / Prompt Options - There are two ways to implement the Finish Later Functionality. You may choose to have a prompt ask the user to load saved data EVERYTIME the form is loaded, or you can hide this prompt and only have it shown when the form is loaded with ?loadfinishlater=true appended to the end of the form URL. If you use the later option, you need to provide the user with two links to your form. One to fill it out the first time and another URL (with the loadfinishlater=true appended to the url) for them to return to finish incomplete submissions. Select your option below.

Record Partial Data - this field controls whether or not the form will record submission data after the user elects to Finish Later. This will result in the data being submitted as usual and recorded with the "finishlaterflag" field set to "Partial Record". This record, would then be updated if/when the user returned to finish their paused submission. When setting Record Partial Data to TRUE, your autoresponders and notifications will get sent upon submission. To avoid sending an incorrect response, you would need to create a rule that looked at the [finishlaterflag] field and send the correct response based on that value. If the user clicks finish later, the [finishlaterflag] will equal 'userOptstoFinishLater'.

Click the Save & Close tab once you have entered the settings to be returned to your form. If you want the text link to flow across your form consider changing the alignment on the field to to.

HINT: You can only have one finishlater field per form.
However, if you wanted to, for example, include a finish later link at the bottom of each page of a multi-page form, you can add a header/separation element and add the following code to it: <a href="javascript:showLFPrompt('save')">Click here to finish later</a>

In order to use this trick, you need to have at least one finishLater field on your form.



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