If you add the Save & Finish Later extension to your form, you must also add a Finish Later action, either to a button or a link. Next, on the button/link, you edit the Actions property and choose one of these two Finish Later actions. Then, when the user clicks the button/link, their form data is saved and they can return to the form later.
- Finish Later: Show "save" Prompt
- Finish Later: Show "load saved data" Prompt
Note: The second option will not work if the Finish Later Settings are using Direct Link to Resume Settings Mode.
Adding a Finish Later Action
Follow these steps to add the action:
In the Field General Settings properties panel, click Actions.
In the New Action Settings window, click New.
From the dropdown menu, choose either of the Finish Later actions from the drop-down menu and click Next.
Click Finish to close this window and return to the Actions window.
Click Save to return to the Form Designer.
Preview your form to test the action.
When your user launches this form and clicks the Save button you created, a pop-up window will appear that prompts them to enter a username and password. Upon return to the form, the user must enter the username and password to retrieve their saved data.
Editing an Action
To edit an action, click the action name in the Actions window and click Edit in the toolbar.
Changing the Order in Which Actions Run
To change the order in which actions run, click an action name in the Actions window and moveup or movedown until the action is in the position you want. Repeat this for any actions until they are in the order you want them to be.
Deleting an Action
To delete an action, click the action name in the Actions window and the click Delete in the toolbar.
Other Action Types
- Update Values
- Add/Remove Selections
- Open Window
- Submit Form
- Reset Form
- Mark Comparison History Viewed