Stuart Torres-Catmur Posted July 9, 2020 Share Posted July 9, 2020 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 4 Link to comment Share on other sites More sharing options...
Stuart Torres-Catmur Posted November 20, 2020 Author Share Posted November 20, 2020 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? 1 Link to comment Share on other sites More sharing options...
simonadams Posted April 20, 2021 Share Posted April 20, 2021 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 More sharing options...
Guest Paul Alexander Posted May 25, 2021 Share Posted May 25, 2021 +1 for us for this. We have a few sizeable requests which need a lot of information to be entered by busy people, so having the ability to save a draft of a request would be very helpful. Link to comment Share on other sites More sharing options...
Jeremy Posted May 25, 2021 Share Posted May 25, 2021 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 More sharing options...
Adrian Simpkins Posted May 25, 2021 Share Posted May 25, 2021 +1 from me here, sounds like an interesting proposal Link to comment Share on other sites More sharing options...
yelyah.nodrog Posted August 16, 2021 Share Posted August 16, 2021 +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. Link to comment Share on other sites More sharing options...
samwoo Posted August 16, 2021 Share Posted August 16, 2021 +1 - the comments above resonates Link to comment Share on other sites More sharing options...
Nikolaj Posted August 16, 2021 Share Posted August 16, 2021 +1 Link to comment Share on other sites More sharing options...
Emily Patrick Posted August 16, 2021 Share Posted August 16, 2021 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 More sharing options...
Alisha Posted August 17, 2021 Share Posted August 17, 2021 +1 from us as well please. Link to comment Share on other sites More sharing options...
Guest Paul Alexander Posted November 25, 2021 Share Posted November 25, 2021 Are there any updates on whether this option is a) possible and b) going to happen please? We've got a few people asking as some of our forms are quite lengthy and getting timedout if someone walks away from their computer and losing all of their information is quite frustrating for them.... thanks Link to comment Share on other sites More sharing options...
Sam P Posted November 26, 2021 Share Posted November 26, 2021 +1 I can see how this would be useful for longer forms Link to comment Share on other sites More sharing options...
Alistair Young Posted November 29, 2021 Share Posted November 29, 2021 During Supportworks era our engineers would raise a ticket, park it, populate it and submit it when ready - the new Change workflow being a one-stop progressive capture was never popular [although I've suggested using placeholders and editing the fields later] +1, would be very useful if a PC could be suspended and saved. Link to comment Share on other sites More sharing options...
Guest Paul Alexander Posted January 5, 2022 Share Posted January 5, 2022 Hi Does anyone at Hornbill have any updates or thoughts on whether the option of being able to save a half-filled form is viable please? I'm getting asked a lot about why someone has to fill out a form in one 'sitting' especially as a few of our forms are now quite lengthy and sometimes the customer needs to go and find some information while in the middle of filling out a request. Link to comment Share on other sites More sharing options...
James Ainsworth Posted January 5, 2022 Share Posted January 5, 2022 @Paul Alexander 8 hours ago, Paul Alexander said: sometimes the customer needs to go and find some information while in the middle of filling out a request For now, have you considered having the first form set up as a label that contains a list of things that they are going to need in order to complete the questions? You could also mention the estimated time they will need to fill it out. Link to comment Share on other sites More sharing options...
Guest Paul Alexander Posted January 6, 2022 Share Posted January 6, 2022 HI @James Ainsworth Yes, we already have a label with a list of possible items that might be needed (this changes depending on the options selected in the form) however the people who fill these forms out are also busy out on building sites and there is always a good chance that they'll be disturbed while filling out the form, and will need to leave their computers for a period of time - and this is where the frustration creeps in. They can't NOT go and see what they're needed for on the site, but if they leave their computers for more than an hour then they lose everything that they've filled in already. Unfortunately the forms in question here are very lengthy - they're replacing paper forms which were complicated to fill out and can't be shortened in any way without losing the ability to get as much information about the request at the point of logging. I've been told that the team is considering going BACK to the paper form as it does mean that people can take their time filling it in....which is something we DEFINITELY don't want to be doing! thanks Link to comment Share on other sites More sharing options...
Guest Paul Alexander Posted April 7, 2022 Share Posted April 7, 2022 Has there been any more thought about having a 'save form' option in the portals please? One of our teams has got so frustrated with people losing information that they have now asked to switch OFF the portal form, and have gone back to a paper form which is a REAL step backwards! Link to comment Share on other sites More sharing options...
HGrigsby Posted April 7, 2022 Share Posted April 7, 2022 +1 This would be useful for the technical teams using our change process. Helen Link to comment Share on other sites More sharing options...
Neil Smith Posted April 7, 2022 Share Posted April 7, 2022 +1 Link to comment Share on other sites More sharing options...
MichaelB Posted May 24, 2022 Share Posted May 24, 2022 +1 from us - we have had requests in to save form drafts before submitting requests. As @Paul Alexander has said, would be grateful if anybody from Hornbill could say whether (a) this is technically possible and (b) any timescales for development Link to comment Share on other sites More sharing options...
Damian Roberts Posted September 5, 2022 Share Posted September 5, 2022 Could I put forward a possible enhancement? Some of our forms are quite large, e.g. change requests. Users may not be able to complete these forms in a single go and would like to be able to save and edit them before they send/submit. Is this possible and if not could be put forward as a possible enhancement? Link to comment Share on other sites More sharing options...
Steve Giller Posted September 5, 2022 Share Posted September 5, 2022 @Damian Roberts I've merged this with the existing thread. Link to comment Share on other sites More sharing options...
Gerry Posted September 5, 2022 Share Posted September 5, 2022 @Damian Roberts This has been asked before, and actually thats a much bigger question/ask than you might imagine. Firstly, the same IC's (forms) are used in multiple places, by multiple actors (users, employees, customers, mobile catalog and certain other apps), the first question is, where would these forms get "saved to", and as soon as you ask that question, you then have to think about, ok, once a form is saved, where do I get back to that form, how do I see the list of forms I have previously saved, how do I look at a form to see what I previously saved (because I forgot that I saved it), and then, what are the limits of how much i can save, and, if as a user I save a form, and, by the time I get back to that form the system admin has re-configured/changed the form definition, and/or the service so it references the wrong BPM, or the service request has changed its configuration so the content that the form was previously initialised with has changed - the list goes on and on... Nothing insurmountable of course, anything is technically possible, but there is a hell of a lot to consider, for something that on the face of it sounds so simple. The issue is, IC is complex and it offers a lot, but because of this, simple stuff like this, that seems basic, is actually quite hard to do in a way that would work well and be a net-add to the product. So I just want to set expectations here that this is not something we can just throw in, and it is on our backlog already, but does not currently have priority. Thanks, Gerry 1 Link to comment Share on other sites More sharing options...
Tom Phillips Posted June 9, 2023 Share Posted June 9, 2023 Our organisation would love for this enhancement to be prioritised. It would make such an improvement to the user experience. Link to comment Share on other sites More sharing options...
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