Drafts screen (Modern, Salesforce)

Shows a list of eForms that are saved as a draft in all apps.

Figure: Drafts screen

Drafts screen

Background and Setup

Prerequisites

How to Start

  1. In Salesforce, click AgilePoint Dashboard.

    Click AgilePoint Dashboard
  2. In the left pane, click Inbox > Drafts.

    Click Inbox Drafts

Fields

Field NameDefinition

Open Draft Open Draft icon

Description:
Opens an eForm with the data that is saved as a draft in a new tab.

Delete Draft Delete Draft icon

Description:
Deletes the selected eForm that is saved as a draft.