Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll,
Available for the following HR plans: Premium, Platinum
Available for the following User Access levels: Employee, Manager, Admin
The Auto-Save Form Draft Progress feature automatically saves your form entries in the background whenever you pause during completion on both web and mobile platforms. This functionality ensures that your progressive work is safely stored against sudden disruptions like browser crashes, accidental tab closures, or session timeouts.
This article shows you how to manage the following:
- Save form draft progress automatically on web and mobile
- Handle file uploads during automatic saving
- Manage concurrent manual saves on web
- Restore form progress after an unexpected exit
- Exit forms deliberately and manage confirmation prompts
- Review further information
Save form draft progress automatically on web and mobile
The system automatically backs up your answers silently in the background whenever you pause for two seconds during form completion. This automatic backup occurs on both the web platform and the mobile app, and the two-second timer resets with every new input or interaction. Auto-save does not trigger if no modifications are made since the last save operation.
The system triggers an automatic save two seconds after any of the following activities:
- Type inside a text or textarea input field (the two-second timer resets on each new keystroke).
- Select a checkbox, radio button, or a choice from a dropdown menu.
- Enter or modify a date.
- Complete a file upload process.
Progressively auto-saved form data is safely stored on the backend, but the draft form remains completely hidden in your My Submissions area until you explicitly click or tap the manual Save draft button at least once. This background processing prevents your submissions list from becoming cluttered with forms that you did not intentionally intend to save.
Helpful Hint
A small persistent floating pill indicator is visible in the bottom-right corner of your viewport on both web and mobile to keep you updated on the exact protection state in real time without any popup interruptions.
The status display changes based on your current connection and save state:
- Auto-save on: Displays as muted text upon form load, before the very first background save fires.
- Saving...: Displays alongside a loading spinner while a background save operation is actively in flight.
- Saved automatically: Displays immediately following a successful background save on the web platform.
- Saved just now: Displays immediately following a successful background save on the mobile application.
- Saved Xm ago: Displays on both platforms as minutes pass to reflect the age of the last successful backup. This updates passively over time.
- Saved to Submissions / In Submissions: Displays briefly when you manually select the Save draft button before transitioning to the normal ageing text state.
- Offline · Xm ago / Offline: Displays on both platforms if a background save fails due to network loss. No other error messages or disruptive alerts will display, and the indicator resumes its normal successful text state as soon as a subsequent save succeeds.
Handle file uploads during automatic saving
When the background save triggers, it writes the exact same data payload as a manual save, including all current form inputs and any file attachments that have completely finished uploading to storage. If a file attachment is still actively uploading at the exact moment the system saves in the background, that specific file is excluded from that immediate backup payload.
The in-progress file attachment is automatically included in the next background save cycle that triggers two seconds after the upload finishes completely. While a file upload is actively running when the auto-save fires, the status pill text updates to read Saved automatically · uploading on web or Saved · uploading on mobile. It transitions back to the normal save status indicators once the upload finishes and the subsequent save completes.
Manage concurrent manual saves on web
If you click the manual Save draft button on the web platform while an automatic background save is currently in flight, your manual save action takes absolute precedence. The server automatically discards the concurrent background save response if it arrives after the manual save completes. This safety mechanism prevents any stale background data payload from accidentally overwriting your manually confirmed inputs.
Restore form progress after an unexpected exit
If you accidentally close your browser tab, experience a sudden system crash, lose your login session, or have the mobile app killed by the operating system, your progress is preserved. When you return and reopen the exact same form, all your previous answers pre-fill automatically from the last successful background save.
An alert restoration banner displays persistently at the very top of the form view on both web and mobile, reading: Your progress from [relative time] was restored. This alert banner never auto-dismisses and remains visible until you choose to interact with its options.
- Review the pre-filled answers inside the restored form view.
- To keep the restored data and continue working, click the X dismiss button on the right side of the banner, or simply continue filling out the remaining questions on the form. The banner removes itself without any secondary confirmation prompts.
- To wipe out the recovered data completely, click the Start over secondary action button located on the banner.
- Review the modal prompt text which states that your restored answers will be permanently deleted.
- Click Yes to confirm the deletion. The hidden draft record deletes itself from the backend and completely resets your form view to a blank state. Alternatively, click Cancel to close the modal prompt and leave all pre-filled answers intact.
Exit forms deliberately and manage confirmation prompts
When you deliberately close or navigate away from a form, the application checks whether you have ever manually saved the draft to your submissions list to decide whether to prompt you with a confirmation modal or discard the unsaved background data.
Review the following navigation scenarios to understand how the system manages your data based on how you exit:
- Click the Cancel button with a restoration banner showing: Displays the confirmation modal layout. Confirming this action deletes the hidden background draft completely, clears your inputs, and exits the view. Next time you open the form, it starts completely fresh and blank.
- Click the Cancel button with no restoration banner showing: Displays the modification warning confirmation modal on both web and mobile. Confirming this action completely discards all current progress, deletes the background draft, and exits. The form opens completely blank next time.
- Use navigation links (breadcrumbs, platform menus, back buttons, or mobile swipe gestures) on a brand-new form with a restoration banner showing: Displays the corresponding historical restoration removal confirmation modal. Confirming this prompt deletes the background draft, clears the form inputs, and exits.
- Use navigation links on a brand-new form where you have never clicked Save draft manually: Displays the modification warning confirmation modal. Confirming the prompt entirely discards your progress, deletes the hidden background draft, and navigates away. The form opens blank next time.
- Use navigation links on an existing draft that you have manually saved at least once: Exits the form completely normally without displaying any confirmation modals or dialog prompts on either web or mobile. Because you previously clicked manual save, the auto-save system has already updated your existing draft record on the backend, meaning no progress is at risk.
- Click the Cancel button on an existing draft that you have manually saved at least once: Displays the modification warning confirmation modal on web, or the modification warning confirmation dialog on mobile. Confirming this action will exit the form view.
Important
Selecting the primary destructive Discard button inside a confirmation prompt completely removes the unsaved progress record from the system backend. This data cannot be recovered, and the form will load completely blank the next time you access it.
Review the exact wording of the confirmation prompts below:
- Discard changes prompt description: Titled Discard changes? with a body reading Your progress will not be saved. Includes a primary destructive Discard action button and a secondary Cancel action button.
- Discard restored progress prompt description: Titled Discard restored progress? with a body reading Leaving this page will permanently delete your restored answers. Includes a primary destructive Discard action button and a secondary Cancel action button.
Review further information
Does the automatic background save function if I am currently completing an existing saved draft?
Yes. When you open and resume an existing saved draft form, the background save engine continues to function exactly the same way, silently saving all additional updates and changes you make whenever you pause.
What happens to my progressive data backups if the background auto-save feature flag is turned off mid-session?
If the automatic background save feature flag is disabled while you are actively filling out a form, the auto-save system stops running immediately for that specific active session. Any background progress backups that were already successfully completed and saved before the flag was turned off remain completely unaffected on the backend.