Saving a Draft of a Form Template - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard - OnBase/Unity-Forms/Foundation-24.1/Unity-Forms/Unity-Forms-Configuration/Creating-Form-Templates/Saving-a-Draft-of-a-Form-Template - 2025-04-01

Unity Forms
Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Premier
Standard

If you have worked on a Unity Form form template and you are not ready to publish it, but you want to save the progress you have made in designing the form template, you can save a draft of the form template. To save a draft of an open form template:

  1. From the Designer ribbon, click Save Draft.
  2. Enter a Comment about the draft in the field. There is a maximum of 250 characters allowed in this field.
  3. Click Save Draft.

    If you are working on a draft from an already published form template, to create a new draft of the form template:

  4. From the Designer ribbon, click Create Draft.
  5. Enter a Comment about the draft in the field.
  6. Click Create Draft.
    Note:

    All of the form template's elements must be valid in order for the draft to be saved.

    CAUTION:

    If the Template Name or the Ignore Change Prompt on Load properties are edited in a draft of a form template, this will persist to the published version of the form template.