RE: Draft functionality in forms submission

Jamie Sammons, modified 1 Year ago. New Member Posts: 2 Join Date: 10/13/23 Recent Posts

Hi!

We recently received feedback from one of our clients using our platform with Liferay DXP 7.4, expressing a desire for draft functionality in forms. I've inquired within the community, but it appears there's no clear solution for this yet.

Our clients wish for the ability to save a form as a draft. This is partly because the forms are extensive, with over 80-90 fields. Completing an form request takes a long time, and the client wants the ability to save the form as a drafts while waiting for certain information needed to complete the request. 

The user becomes very frustrated when they do not have all the information needed to complete a form, and have to start over from the beginning.

  • Our suggestion is for these "drafts" to be available in the personal menu as "My Drafts".
  • Look should be standard Liferay with a search bar och a list of drafts.
  • We use workflows for all forms since approval is required for almost all requests. The forms should, of course, be editable and the draft updated based on changes in the original form.
  • Also with a warning on the forms draft page that this form has been edited/updated.
  • Every draft listing should have and edit and remove icon.
  • Also in the form draft view have an save draft and delete draft button.
  • There should also be a time limit for how long the drafts remain active. Either 30 or 60 days could be considered reasonable for deleting the drafts. This should be visible in the draft listing as an 'Expiration Date'.
  • For good UX it should autosave the draft (just like the form builder tool does).

If you could consider this as an improvement to the DXP product, that would be great!

 

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Olaf Kock, modified 1 Year ago. Liferay Legend Posts: 6441 Join Date: 9/23/08 Recent Posts

My recommendation: Have the client talk to their account executive on how to best file feature requests. You can do that here https://liferay.dev/ask/questions/feature-requests, but they might also ask for an additional support ticket to point to this public location.

If you're a certified Liferay Partner, consider talking to your Alliance Manager about the topic.