New “Save as Draft” Function for UW Connect Forms

New “Save as Draft” Function for UW Connect Forms

 

We are excited to share that the “Save as Draft” functionality for UW Connect forms is now live in production. An updated UW Connect job aid is in the works to support this enhancement.

All UW Connect forms now include a “Save as Draft” option (see example below). This allows you to begin completing a form, save your progress, and return to it later. When selecting “Save as Draft,” you will be prompted to name your draft. This name is only for your reference and does not affect the short description when the form is ultimately submitted. You may choose a custom name or keep the default for easy identification.

screenshot of Save Draft button on Cancel Supplier invoice page 

Screenshot of save draft page

Saved drafts can be accessed at any time through the “My Requests” section, where all active drafts will be listed. Simply click the draft to resume and complete the form. (see example below) 

Screenshot of my requests page 

Drafts can be updated (see example below) or submitted. Once submitted, a draft can no longer be changed or reverted. It will appear in My Requests as a standard UW Connect ticket with a REF#. 

Screen shot of Update draft button 

If you revisit a form with an unfinished draft, the system will notify you and provide a link to continue working on it. You will also have the option to start a new draft if needed. (see example below) 

Screenshot confirming draft exists 

This new functionality is designed to improve usability and provide greater flexibility when completing requests over multiple sessions. 

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