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Planview Customer Success Center

Save in progress/my answers in Intelligent Forms

QUESTION:
When using Produce, the answer during document generation can be saved to use later.

When using Changepoint, this option does not appear.

Questions:

1- Is it possible to Save Answer to Changepoint?

2- If possible, when saved, they are linked to the entity that the document is being generated (Opportunity, Request, Project).


*ANSWER:

Save in Progress: This puts a Save button in the top right hand corner of the form so a user can stop in the middle of a form and save progress. The save doesn’t care if the user has filled in 1 question or all questions. Once saved the user can leave the form or continue. Once the form is submitted the in progress form is removed. The save in progress is specific to a user account.

Resuming a Save in Progress form: There is a portlet which can be added to the home screen which shows all the users in progress forms. From here they can continue where they left off or delete the inprogress.

Save my Answers: This is an Action that runs on submission of a form and associates that submitted set of answers with a given entityid (project, engagement etc) in changepoint. This means the set of answers has to be complete enough to satisfy all the rules in the form (all mandatory fields basically)

Reloading a Save my Answers form: Next time the same form type is run for that entity id the previous answers are automatically loaded. Any user with access to the entity could reload those answers.