- How many Request drafts can be saved?
- What types of Requests can be made into drafts?
- How do I save a draft Request?
Request for Order (RFO) and Request for Expense (RFE) both allow a single draft, per logged-in user. Choosing to create a new Request will either start a brand-new Request, or it will re-open an existing draft if one does exist.
Request for Order:
The RFO form will auto-save the information added to the Request - any changes are saved to the users' current running draft until it is submitted.
Request for Expense:
For the RFE, a user must click Save Draft at the bottom of the RFE to save changes, if the Request is not yet ready to be submitted for approval.
Request for Travel:
A Request for Travel (RFT) must be submitted to be saved and will not automatically save as a draft. However, once submitted, it can be reopened and modified by clicking Edit inside the submitted RFT. As such, multiple RFTs can be submitted and then re-opened/edited prior to being approved.
- See Do Expense Drafts Created on Mobile Save to the Web as well? for details on draft behavior in the Procurify Mobile App