This page goes over the “Drafts” item in Etrieve and covers how drafts are generated.

Video Guide

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Drafts Item Overview

• When clicking on “Drafts” in the left panel, the middle panel will expand showing you all forms that you have initiated but not yet submitted:

  Open

  

   

  Open

  

  In this example there are no drafts yet

   

How a Draft Form is Generated

We will walk through two examples of how drafts forms are generated.

Example 1:

• When you need to initiate a form, click on “Forms” right above the “Drafts” item in the left panel:

   

• Once the middle panel expands showing you forms that are available to you, choose the desired form (“Special Request Form” in this example):

   

• The right panel should expand showing the form you selected:

   

• If you make a change to any of the form’s items, such as checking a box for example, a copy/instance of this form is created:

   

• That copy of that form that was just created can now be found in the “Drafts” item. When clicking on the “Drafts” item, it will no longer be empty, and contain the same form that we made change(s) to:

   

• If we click on that form in the “Drafts” item, the right panel will expand and open that form’s copy exactly where we left off - first box checked:

   

• If we do not submit this form, its copy (with the first box checked), will remain in the “Drafts” folder.

Example 2:

• Suppose we want to initiate another form, and suppose it will be the same form from Example 1 (“Special Request Form”). We click on “Forms” in the left panel, then choose the desired form:

   

• The right panel will expand again showing the form. Of course this time, the first box will not be checked. That is because we are initiating a new form, and making any changes to it, will generate a separate draft. In this example, we will fill out a phone number rather than check the box.

   

• Now, when we click on “Drafts” in the left panel, we will find two drafts:

   

• If we open the first draft, the right panel will expand the form with the phone number filled out from example 2:

   

• If we open the second draft, the right panel will expand the form with the first boxed checked from example 1:

   

• We have the two separate drafts because we initiated two forms under the “Forms” item.

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