Managing Drafts and Editing States in the Assigned Tab

📘 Managing Drafts and Editing States in the Assigned Tab Overview
 

Ontraccr distinguishes between three types of tasks shown in your Assigned tab:

1. Assigned – A form has been assigned to you via a workflow.
2. Draft – You started filling out a form manually and saved it (or it was autosaved).
3. Editing – You’ve been assigned to modify an existing form via a workflow block.

Each state determines how you interact with the form and what options are available for submission, continuation, or clearing.

🧭 Where to See Form State

• Go to: Documents → Forms → Assigned
• Check the State column to identify the form’s category:
  • Assigned
  • Draft
  • Editing

✍️ Working with Draft Forms

What Is a Draft?

A Draft is any form you manually opened and either:

• Clicked “Save as Draft”
• Allowed Ontraccr to autosave your progress

How to Resume a Draft

1. Click the draft form row
2. Continue entering data
3. Click Submit to finalize

How to Clear a Draft

If you don’t intend to complete a draft:

1. Open the draft form
2. Click Clear Draft (bottom-left, beside Preview)
3. Confirm you want to:
   • Permanently delete autosaved content
   • Disable autosave for this instance
4. Click Cancel
5. When asked to save a draft again, choose No

🛠 Editing Assigned Forms

What Does “Editing” Mean?

If your workflow contains an Edit block, the system may assign you a form to revise. In this case:

• The form will show Editing under State
• You are responsible for reviewing and updating it
• Once changes are complete, click Submit to finalize your edit

🚫 What You Cannot Do

• You cannot clear or dismiss forms marked as Assigned or Editing from your tab manually.
• You must:
  • Submit the form, or
  • Ask an administrator to cancel the workflow behind it

🧠 Best Practices

• Use Clear Draft if you’re no longer completing a form
• Always review Editing tasks carefully—they often impact downstream workflows
• Check the Assigned tab regularly; the badge count indicates pending actions