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View Draft Forms

This article helps you understand how to view draft forms.

Updated this week

Users on Asite can open draft form messages in view mode, enabling them to access related details including attachments (if any), edit the draft message using the 'Edit Draft' option, and export the message using the 'Export' menu options if necessary.

  1. In the relevant forms listing area, navigate to the project from which you need to view the form draft. Next, select the group and type of the form to be viewed.

  2. The right side will display a list of existing forms under the chosen type.

  3. Click a form ID mentioned as 'DRAFT'. It opens the selected draft form record.

    The draft form opens for viewing in a new browser tab.

    1. To edit or discard the form draft, click the icon.

      1. The form draft will open in edit mode.

        1. Edit the form as required. To save your changes, click the 'Save Draft' option to save your changes or 'Send' to submit your form, from the bottom right corner.

        2. To discard the form draft (if necessary), click the 'Discard Draft' button at the bottom right.

          • If you choose to discard the draft, a message appears. It will ask you to reconfirm whether you want to discard the selected form draft. Click 'Ok' to proceed. Otherwise, click 'Cancel' to return to the previous screen.

    2. To access details for the selected form draft, click the (Form Details) icon in the top right corner.

    3. To access the 'More Options' menu for the selected form draft, click the (More Options) icon in the top right. It includes the following options:

      • References

        • Attachments - To view attachments and associations on the selected form draft.

        • History - To view the audit history of the selected form draft.

        • Workflow - To view workflow instances on the selected form record.

        • Form Information - To view form attribute details, publish details with a direct link to the form.

      • Export

        • Current Message to PDF - To convert the current draft message open in the form viewer to PDF format. Click here to understand the different checkbox options while exporting the current message to PDF.

        • All Messages to PDF - To convert all threads of the selected form draft open in form viewer to PDF format. Click here to understand the different checkbox options while exporting all messages to PDF.

        • Printable Version - To get the print view of the form draft and a count of attachments and associations. You can click here for detailed help.

        • Print Form Details - Print the print view of the form draft without the count of attachments and associations. You can click here for detailed help.


Next Article: Distribute a Form


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