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Advanced Forms - Undo record submission

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Posted on by 2015crm

Hi, i am using advanced forms for users to create cases. The user clicks "new case" and the first form step loads, user can then click "next" to progress through the multiple form steps and they can also click "back".

But, what if the user decides half way through to start again for whatever reason. They may have selected a wrong option or something and likely use the back button on the browser. The user will not be aware they left a case half finished/abandoned and it will show in the list of open cases.

Is there a way around this? there is no obvious method to prevent this. I wondered if there is some sort of flag on the case table which indicates it was abandoned but i dont see anything....

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rgx91 96 on at

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I'm also interested in a solution as well.

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oliver.rodrigues 9,482 Most Valuable Professional on at

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An easy solution is to leverage the OOB Status Reason field, or even if this is a custom entity, you can create multiple statues / stages.. your case should be created as Draft and then you set it to Submitted in the last step of your Advanced Form

You can set the values via Advanced Form Metadata functionality

In addition to that, you can then filter in the dataverse for cases by status, so you don't show the Draft ones, or keep them on a separate view/dashboard

You can also add a recurring Flow that will delete Cases in draft where Modified On is older than X days (30 or 60 days, or whatever suits you)

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2015crm 16 on at

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I see what you are saying, but the very first status reason for me will be "in progress" which the open cases list is using in its view criteria. Also, i need it submitted because on the next steps i have subgrids where records are added, so the case needs to exist first. Id settle for some type of warning popup when the user tries to navigate away, and maybe option to delete?

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oliver.rodrigues 9,482 Most Valuable Professional on at

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You can also enable this on your Advanced Form:

I don't think you can customize the message (even though the option is there), however this only works when the form is "dirty".

Also, my concept of an in progress case is when the case is being worked on, but it was already submitted. So Draft should still be the first Status of your case record.

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