Understanding Draft Record Status
A record is saved as a draft when the data collection process is paused before the required fields are fully completed. This status allows you to safely exit a record and return to it later without losing any data.
How a Record Enters Draft Status
When you attempt to save a record but have not yet filled out all of the required fields in the app, the system will prompt you to confirm if you want to save the partial entry as a draft.
Selecting Save as Draft empowers you to preserve the collected data while deferring the finalization until a later time.
Characteristics of a Draft Record
A record saved in a draft state has the following key behaviors:
Local Storage: The draft record is stored locally on the device (iOS or Android) and remains there until it is completed.
No Synchronization: Drafts will not synchronize or be uploaded to the Fulcrum server. Other users in your organization cannot access or view the incomplete data.
Required for Finalization: The record will only leave the draft state and begin the synchronization process once all outstanding required fields have been successfully completed.
Identifying and Locating Draft Records
To efficiently locate your draft Records, use the mobile device's iOS list view. Look for the following indicators:
The word “Draft” is visible directly underneath the Record title.
The upload status is shown as “Saved as Draft.”
Once you open a draft record, complete the remaining required fields and select Save to finalize the entry and push the data to the server.
