iSheet items can be saved as drafts to allow you to edit them later. Drafts are available to the user who created them, in the iSheet
Draft items
view.
Auto-save
When a user creates an iSheet item and enters information, the system auto-saves the record as a draft. Additionally, the system periodically auto-saves the record and will indicate the last auto-save time.
If the system has auto-saved your record and then you click the
x
icon to close the current window, you'll receive a message asking if you want to keep the auto-saved draft.
Select
Save
to keep the auto-saved draft or discard the draft by clicking
Discard
.
note
Alternatively, click the
x
icon and close the message to discard the draft.
Saving an auto-saved draft makes it available to access in your
Draft items
view, with a status of
Auto-saved
.
If the system has auto-saved a record and the user closes the browser tab or window before saving the record, it is automatically saved as a draft and can be retrieved in your
Drafts
items view of that iSheet.
Save as draft
You can also save an iSheet item as a draft by navigating to the drop-down menu next to