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You can enable a form user to save their form entry as a draft. With this option, a form user can edit their entry at a later time before submitting as a final entry. Once enabled, a user can save as draft and will be given a unique URL they can use to continue editing the form entry.
How to Set Up Save As Draft Mode
The form entry drafts are saved in your Airtable base with a label you choose. You’ll need to create a new field in your base, such as a Single-Select field and add 2 options - 1 for Draft mode and 1 for Submitted once the user finalizes and clicks the Submit button.
- Open the Designer
- Go to Page > Save As Draft
- Toggle Enable Ability to Save Form As Draft
- Complete the settings below
Select Field to Update on Draft Save - This is a field you’ll use to label form entries as Draft or Submitted
Create a new field in your base, such as a Single-Select field and add 2 options - 1 for Draft mode and 1 for Submitted once the user finalizes and clicks the Submit button.
Set Value for When Saving as Draft - This is the value that will be added to your Airtable record when a form entry is saved as a draft
Set Value for When Saving as Completed - This is the value that will be added to your Airtable record when a form entry is Submitted
Save as Draft Button Label - Add a label for the Save as Draft button. Default label is Save As Draft.
Once a user clicks Save as Draft, they will be presented with a page that contains their form entry URL to edit at a later time. They can copy the URL or click Continue Editing to continue editing their entry.
If you would like the user to receive an email with the form entry URL to update, see how to add an Edit URL to your Airtable base, then set up an Email automation.
