SharinPix Form In Progress
Overview
SharinPix Form In Progress allows users to start filling a form in web mode and save the current state of the form. After saving the form, a Form In Progress Record is created on Salesforce where the user can either complete the form and submit or continue filling the form and save. Upon submission, the Form In Progress Record is converted into a Form Response Record.
Prerequisites
Before using the SharinPix Form In Progress, ensure the following:
Check Create Form In Progress On Salesforce in Organization Settings. Contact SharinPix Support to enable this feature.
Users must have the SharinPix Forms permission set assigned.
You have the latest SharinPix Package Verison Installed. Refer to this documentation to update your package.
Getting Started
Demo
Once a form is opened in Web mode, the users can either save their current progress or submit it as shown below:
Upon Save, a Form In Progress Record is created on Salesforce and be accessed as follows:
The Form In Progress Record can be accessed from the Form Template Related List or from the Record Page where a custom lookup has been setup. From here, the form can be completed, saved, and submitted. Upon submitting the Form, the Form In Progress Record is deleted, and its corresponding Form Response Record is created. The PDF URL of the partially filled form is also available from here.
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