Drafts screen (Modern Salesforce)

Shows a list of eForms that are saved as a draft in the same version of an app.

Figure: Drafts screen

Drafts screen

Background and Setup

Prerequisites

  • Save the ​start task form as a draft more than one time for one instance of an app.

How to Start

  1. In Salesforce, click AgilePoint Dashboard.

    Click AgilePoint Dashboard
  2. In the left pane, click My Apps.

    Click My Apps
  3. On the My Apps screen, click an app.

    Click an App

Fields

Field NameDefinition

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

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

Delete All
Description:
Deletes all the eForms that are saved as a draft from the Drafts screen.

Close
Description:
Closes the Drafts screen and opens the eForm with no data.