How do I enable Drafts on a form?

Draft Records allow users to save progress on forms before completing all required fields. As an Administrator, you can enable this feature for individual forms through Form Properties.

Step 1: Open Form Properties

1. Navigate to the desired form in Apricot.

2. In the Form Designer, locate the Form Properties panel.

Step 2: Allow Drafts

1. In Form Properties, find the setting labeled Allow Drafts.

2. Select or check the box to enable Draft functionality for that form.

Step 3: Save and Publish Your Settings

1. Save your changes to apply the Draft option.

2. Once enabled and the form is published, users will see a Save Progress option when completing that form.

Note: If you later disable Drafts, existing draft records remain visible and accessible. Users can still open, edit, and complete those drafts from Record Search.

Reminder: Changes to form settings—such as enabling Drafts—do not take effect until the form is published.

What else do you need help with?

• How do I save progress on a record?

• How do I manage Draft Records as an Administrator?

• How do I manage my own drafts as a user?

• How do I find draft records in Record Search?

• Understanding Draft Records

How do I enable drafts on a form in Apricot? | Where do I turn on draft records for a form? | Why can’t I enable drafts on my Apricot form? | How do drafts work once enabled on a form? | How do I save a draft on an Apricot form? | Can I disable drafts on a form in Apricot? | What permissions are needed to enable drafts on a form?