# How to create a "Save as Draft" function in a form

**URL:** <https://discuss.workflowgen.com/t/how-to-create-a-save-as-draft-function-in-a-form/303>\
**Category:** Form Designer\
**Created:** [October 21, 2016, 10:17pm UTC](https://discuss.workflowgen.com/t/how-to-create-a-save-as-draft-function-in-a-form/303 "2016-10-21T22:17:54Z")\
**Posts on this page:** 5\
**Page:** 1

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**Author:** ![wfg-admin](https://yyz2.discourse-cdn.com/flex030/user_avatar/discuss.workflowgen.com/wfg-admin/32/714_2.png) [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\
**Post date:** [October 21, 2016, 10:17pm UTC](https://discuss.workflowgen.com/t/how-to-create-a-save-as-draft-function-in-a-form/303/1 "2016-10-21T22:17:54Z")

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You can add a **Save as Draft** function to a form, which gives the user the ability to save information already entered so that they can complete and submit the form later.

To demonstrate this function, we’ll use a default **Simple approval** process.

1. In the Form Designer, click the gear icon in the toolbar to open the **Form configuration** panel.

2. In the **Buttons** section on the **General** tab, check **Enable save-as-draft**. You can also customize the button label in the **Save-as-draft label** field.

3. In the Workflow Designer, create a loop on the action to which you want to add the Save as Draft function.

4. A process data will already be in place to store the value of the Save as Draft flag. Use this data in the loop condition to determine when the Save as Draft function is used.

5. Define a condition for the transition to the next action ( **VALIDATES** in our example).

6. When the Save as Draft function is enabled, the button is displayed for all of the actions in the workflow. However, if you want to display the button only for certain actions, you can add .NET code to the form. The following code example will add the button to the **INITIATES** action only:

The user will now be able to save their request. To continue or complete the request, they can retrieve it from the **My actions to do** section in their User Portal, launch the action ( **INITIATES** in our example), and submit the form once it’s complete, or save it again then complete it and submit it later.

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**Author:** ![athomas](https://avatars.discourse-cdn.com/v4/letter/a/c77e96/32.png) [@athomas](https://discuss.workflowgen.com/u/athomas)\
**Post date:** [September 27, 2018, 5:50pm UTC](https://discuss.workflowgen.com/t/how-to-create-a-save-as-draft-function-in-a-form/303/2 "2018-09-27T17:50:54Z")

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> [@wfg-admin](#):
>
> A process data will already be in place to store the value of the Save as Draft flag. Use this data in the loop condition to determine when the Save as Draft function is used.

I’m getting lost on this step. I’ve enabled the **Save as Draft** button and have routed the appropriate action to itself but I’m not sure what condition I’m supposed to use. What data is this step talking about?

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**Author:** ![eddy.daouk](https://yyz2.discourse-cdn.com/flex030/user_avatar/discuss.workflowgen.com/eddy.daouk/32/672_2.png) [@eddy.daouk](https://discuss.workflowgen.com/u/eddy.daouk)\
**Post date:** [September 28, 2018, 12:50pm UTC](https://discuss.workflowgen.com/t/how-to-create-a-save-as-draft-function-in-a-form/303/3 "2018-09-28T12:50:45Z")

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Hi Andre,

The data is **FORM\_DRAFT**.  
If the **Submit as Draft** button is clicked `FORM_DRAFT="Y"`, otherwise it would be equal to “N” by default.

Regards,  
Eddy.

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**Author:** ![Hanks\_WANG](https://avatars.discourse-cdn.com/v4/letter/h/9fc348/32.png) [@Hanks\_WANG](https://discuss.workflowgen.com/u/Hanks_WANG)\
**Post date:** [November 24, 2021, 8:01am UTC](https://discuss.workflowgen.com/t/how-to-create-a-save-as-draft-function-in-a-form/303/4 "2021-11-24T08:01:10Z")

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> [@wfg-admin](#):
>
> - In the Workflow Designer, create a loop on the action to which you want to add the Save as Draft function.
> - A process data will already be in place to store the value of the Save as Draft flag. Use this data in the loop condition to determine when the Save as Draft function is used.

Hello,  
I am lost for the two, do you have pictures to let me understand clearly?  
My problem is, When I click the save as draft button, the workflow goes to next step without checking the content which set as required .  
 ![image](https://canada1.discourse-cdn.com/flex030/uploads/workflowgen/original/1X/a304cadd4d8941241c4fc1929e2e4a0363acd325.png)

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**Author:** ![Ayoub](https://avatars.discourse-cdn.com/v4/letter/a/c89c15/32.png) [@Ayoub](https://discuss.workflowgen.com/u/Ayoub)\
**Post date:** [November 25, 2021, 8:58am UTC](https://discuss.workflowgen.com/t/how-to-create-a-save-as-draft-function-in-a-form/303/5 "2021-11-25T08:58:11Z")

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Hello, in your Workflow you have to create a loop like this :  
 ![image](https://canada1.discourse-cdn.com/flex030/uploads/workflowgen/original/1X/3c5971d9f3c9ae38ef0f987861628f2ce4e18a14.png)  
You also have to Edit a condition by clicking on the loop :

 ![image](https://canada1.discourse-cdn.com/flex030/uploads/workflowgen/original/1X/9e69d3e7f79d686068b5f06c7225644cd0cc81ac.png)

It means that if someone click the Save as draft button, the workflow will not go to the next step.

I don’t know if I’m clear enough, feel free to ask me if you don’t understand me.
