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Auto-Save in IndyForms

IndyForms automatically saves your work as you go.

Updated over a week ago

Auto-Save in the Form Builder

There is no Save button in the Form Builder — that’s because IndyForms automatically saves your work as you go.

Designing a Form

While building or editing a form:

  • Every change is saved instantly

  • Adding, editing, or deleting fields is auto-saved

  • Editing section titles and descriptions are saved

  • Layout, logic, and settings updates are auto-saved

  • You can click out of the builder and return at any time

You’ll see your changes saved as a Draft until you’re ready to finalise them.

Publishing Your Changes

Auto-save protects your work — but your changes won’t go live until you click Publish Form.

Publishing applies your saved draft changes to the live form.

Don’t Want to Keep the Changes?

If you’ve made edits but don’t want them applied to the existing form:

  • Click Discard Draft.

This removes your saved draft changes and keeps the currently published version unchanged.

IndyForms auto-saves every action in the background — so you never lose your work — while still giving you full control over when changes go live.


Auto-Save When Completing a Record

When filling out a form (creating or editing a record), IndyForms also auto-saves your responses as you enter them.

You’ll see a Save button — but your progress is already being saved automatically in the background.

This means:

  • You won’t lose progress while entering information

  • You can safely navigate away and return later

  • Your responses are continuously saved as you type

The Submit button is used to finalise the record (if required by the workflow)


Frequently Asked Questions (FAQs)

Q. Why isn’t there a Save button in the Form Builder?

The Form Builder auto-saves every change instantly. There’s no need to manually save your work.

Q. If everything auto-saves, what does “Publish Form” do?

Auto-save stores your changes as a draft.

Clicking Publish Form makes those draft changes live for anyone wanting to complete a record of that form.

Q. What happens if I close the browser while editing a form?

Your changes are already saved as a draft. When you return, you’ll see your saved draft changes.

Q. I made changes by mistake — how do I undo them?

Click Discard Draft to remove all unpublished changes and return to the last published version of the form.

Q. Why is there a Save button when completing a record?

Records auto-save as you enter information. The Save button allows you to manually confirm progress, while Submit finalises the record (if required).

Q. Will I lose my data if my internet drops?

IndyForms saves continuously while you’re working. In most cases, your recent changes will be preserved once your connection resumes.


Tips

  • Publish only when ready - Your draft changes won’t affect users until you click Publish Form.

  • Use Discard Draft carefully - Discarding a draft removes all unpublished changes. This action cannot be undone.

  • Check draft status before leaving - If you see a Draft indicator, your changes haven’t been published yet.

  • Submit vs Save (Records) -

    • Save = Keep working later

    • Submit = Finalise and complete

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