Jump to content

New Feature request: ability to Save a Request before submitting it.


Recommended Posts

Hi

Some of our request forms are quite lengthy (e.g. HR recruitment) and can take some time to complete.  Customers find that sometimes they lose their request part way through filling out the form due to poor network (local issues - we have many staff working from home at the moment!)

If it were possible to save a request before a customer submits it, this would not only mitigate network problems that may occur during form completion, but would also significantly expand the business potential of the product. 

We could create far more in-depth Progressive Capture forms (e.g. questionaires, self-assessments, fully detailed change request forms, etc.)

I appreciate this may require significant development work.  Is this a direction Hornbill would consider for the Service Manager product?

Kind regards

Stuart

  • Like 2
Link to comment
Share on other sites

  • 4 months later...

Hi 

Please could I have a response to this post?  Any ideas around how this could be achieved would be helpful.  E.g. inserting a url into the ProCap request that opens up a form that can be saved at a location and then later be transformed into a submitted request once complete via embedded buttons?

  • Like 1
Link to comment
Share on other sites

  • 4 months later...

We would support the request to be able to save a draft before its moved on to the next stage. From a business process its reasonable to need to update a draft over a number of days before submitting to the next stage as well as the autosave for cases of network connectivity issues  

Link to comment
Share on other sites

  • 1 month later...

This has a lot of benefits that we could utilise, also we would like an option of being able to complete part of a form and then a manager can authorise it then once OK'd the customer can then fill out additional supplementary questions would be great as so many people have to fill out lengthy forms only for them to be rejected or rejected on a technicality and then have to complete another long winded form.

Alternatively an option to be able to send a form as part of a request would be nice too, so at any point in the BPM send an email saying complete this form and the answers etc are added to the existing request would be very useful.

Sorry this turned into a bit of hi-jacking...but we would support this in any capacity.

Link to comment
Share on other sites

  • 2 months later...
5 hours ago, yelyah.nodrog said:

+1 from us, our Change process forms can be quite lengthy and we would like the ability to save to draft like other ITSM platforms offer.

 

+1 from us on the Change front too.  It's something a lot of our change raisers have mentioned since implementation, as our form can be quiet lengthy. 

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...