• Home
  • Featured
  • Categories
  • All

Save a Record as a Draft

Sometimes you have an idea for a feature or a non-urgent issue to report, but don't have the time to write up all of the details.

You can set up Tracker to allow users to save a record as a draft, giving them a way to add it now and come back to it later to finish and submit it for processing.

Draft or Submit Field

Set up transitions for the user to update or finish the draft.

Draft Transitions

Details for adding a draft step to your workflow can be found in this Knowledge Base article