How do I enable a "Save" button on my Forms?

Created by Mark Eves, Modified on Thu, 1 Dec, 2022 at 1:24 PM by Ben Hayes

This feature allows both Customers and Admin Users to pause and save the details of their Service Requests before submitting them.

How to Enable “Save for Later”

Administration -> Service Request and Case -> Settings

Under “Save for Later”, select “Yes” to enable for the Admin and Customer Portals.

Now, when Customers and Admin Users follow the normal procedure for submitting a Service Request, a “Save” button is available on every page of the Form.

Whenever they want to pause the process, they can click on the “Save” button to save their progress up to that point. The saved Service Request will then be available under Drafts.

When a Customer or User edits a Service Request, they will be directed back to the page they were on when they last saved.

How do I enable a "Save" button on my Forms?

How to Enable “Save for Later”

Administration portal:

Customer portal: