Benefits of using drafts

1. Save time and improve your workflow: You don't have to start over from scratch every time you need to create a new record. You can simply open a draft and continue working on it, saving time and effort.
   
2. Never lose your work: The Save as Draft feature automatically saves your drafts every minute with the help of the Auto-Draft feature. This means that you can be sure that your work is never lost, even if there is a power outage or computer crash.
   
3. Effortlessly save records with minimal information: You don't need to enter all of the information required for a record before you can save it as a draft. You can start with just the basics and add the rest of the information later, eliminating the need to complete all the fields at once.
   
4. Review and revise your work before sending or publishing: Once you have finished working on a draft, you can review it and make any necessary changes before saving it.

Availability

Editions: This feature is available for both the Corporate HR and the Staffing Agency editions.

Plan Required: This feature is available for all pricing plans, including the Free plan.

Profile Permission Required: 

1. Users with the Create module permission can create, edit, and save drafted records
   
2. Users with the Delete module permission can delete the drafted records.
   
3. Users who drafted the record can view, edit, update, delete, and save them as a normal record regardless of their data sharing settings.
   

Modules Supported: Job Openings, Candidates, Interviews (Formal and Video Interview), Departments, Clients, Contacts, Vendors, and Custom Modules.

How do I access my drafts?

1. Go to the module where you saved a record as draft.
   [Module - Job Openings, Candidates, Interviews, Departments, Clients, Contacts, Vendors, and Custom Modules]


2. Click More Actions, then click Drafts.
   The list of all the drafted records saved in that specific module will be displayed. You can open a draft and continue working on it.

Using Drafts

Saving records as drafts

1. Go to the module where you are creating a record.
   [Module - Job Openings, Candidates, Interviews, Departments, Clients, Contacts, Vendors, and Custom Modules]
   

1. Fill in the required fields. The auto-draft function saves your record every minute while you are working on it.
   
   
2. To save manually, click the Save as Draft icon.
   

Note: The record can only be drafted if you fill out the mandatory fields. The mandatory fields required to save a record as draft are listed below.

Module	Mandatory fields
Job Openings	Posting title
Candidates	Last name
Interviews	Interview name
Departments	Department name
Clients	Client name
Contacts	Last name
Vendors	Vendor name

Viewing and editing drafts

1. Go to the Drafts page. Click on the draft you want to open.
   
2. Make your changes. Click the Save as Draft icon to save your changes.
   
   

Important Note:

1. A draft is an incomplete record that has not been finalized. Saving a record (Eg: job opening, candidate, etc.) as a draft doesn't make it a valid record. 
   
2. Drafts cannot trigger Approval Process, Blueprints and Workflows until they have been saved and appear in the Module's List View Page.
3. You can only Edit and Delete drafts. Upon saving them as normal records, you can perform module-specific actions (Send Email/SMS, Add Tag(s), etc.). The same rule applies for Bulk Actions (Mass Update, Macros, etc.).
   
4. Once drafts are saved, they are displayed in the Module's List View page as normal records. Until they are saved, drafts will be excluded from search results.

To save a draft:

1. Navigate to the Drafts page.
   
2. Select the draft you want to save.
   
3. Click the Save button.
   

While saving a draft, you can also perform other actions, such as associating and publishing the record.

Deleting drafts

1. Go to the Drafts page.
   
2. Click on the draft you want to delete.
   
3. Click the Delete button.
   
   

Note:

When you delete a draft, it will be removed permanently, along with any attachments. This means that you will not be able to recover the draft or its attachments once they have been deleted. It's important to be careful when deleting drafts.

Also note that attachments deleted from drafts will be removed permanently and cannot be recovered from the recycle bin.

Filtering drafts by criteria

1. Go to the Drafts page.
   
2. Click the Criteria.
   
3. Select the fields you want to use to filter your drafts.
   
4. Enter the criteria for each field.
   
5. Click the Search button.

Note: A maximum of 25 criteria can be applied while filtering drafts.