Drafts screen (Modern, Salesforce)

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

Figure 1. 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.