What is Save & Return?
Save & Return forms allow users to create login accounts associated with their form results. A form user can use their account to save a partial result and return later to finish, or to view their past results.
Enabling Save & Return
Edit your form and add a Save & Return item, from the Common Items category. This will add premade instructions with your form's Save & Return link and automatically enable the feature. Make sure you put it on the first page of your form, as near to the top as possible. Alternately, on your form's "Save & Return" page, enable this feature. Then, copy the Save & Return link and add it to your form or distribute it to your form users.
You can manually add login accounts with the "Simple Add" or "Bulk Add" options. Each account must have a username and password, but email is optional. You can combine this with disabling the "Allow user created accounts" setting to restrict who can have login accounts for your form.
If needed, you can link/unlink existing results to/from a login account on your form's "Results" page. Click in a result row's "Username" column and change the username (or set it to blank).
When a form user uses your form's Save & Return link, they will be sent to a special login page allowing them to either create a new login account (if the "Allow user created accounts" setting is enabled) or return with an existing login account.
Login accounts consist of a username, an email address, and a password. When a form user creates a new account, their email address will be copied to their username (their username will be the same as their email address). When you create new accounts on your form's "Save & Return" page, you can choose to create non-email usernames if you prefer.
When a form user is logged into a login account, their progress is saved after each page of your form is completed, or when they click the "Save Progress" button.
If a form user returns to a result they've already completed and they fully complete it again, the form will redo any of the actions that happen when a result is completed, like sending Notifications and integrations. Use the "Allow user updates after completed" setting to control if form users should be allowed to make changes to results they've already completed.
We don't recommend combining Save & Return with Workflows. Returning to a result and re-completing it can cause duplicate Workflow Notifications to be sent. These two features can also conflict with each other when attempting to save partial progress.
Save & Return accounts are form-specific, there isn't a way to use the same login account on multiple forms. When you copy a form, its Save & Return settings will be copied along with it, but its login accounts will not.