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How to save a half-completed form

I am working on a project where we would like to give the user the ability to save their half-completed form so they can come back later and complete it. I'm struggling with figuring out exactly how I want to do this. Do I save them in the same pool with the completed applications, only with a special status? I don't really want to sacrifice the integrity of the completed applications by having to make fields be nullable when I don't want them to be.

Should I create the same database structure in a different schema to hold the incomplete applications? I could have this other schema be more lax on the database contraints and nullable fields to account for incomplete applications.

Is there an easier way to do this? Is there a way I can just save the viewstate and restore that at a later time?

Thanks for any advice!

like image 487
Mike Cole Avatar asked Aug 02 '09 17:08

Mike Cole


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How do I save a form and continue later?

To enable the Save and Continue Later option on a form: Access the Settings page of the form from your Forms page or by navigating to the Settings tab in the form builder. On the Submission Tab click the toggle button below 'Enable save and continue later?' to enable the option (button turns green).

Can I save my application and return to complete it later?

Any online form can be saved and resumed at a later time as long as: The account supports Save & Resume.

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1 Answers

I struggled with the same problem. One difference is my method involves ajax auto-saving similar to what you see in Gmail and Blogger. But that shouldn't change the implementation, really.

The trouble was that I didn't want to save into the usual tables because that would've required validation (validating integers, currencies, dates, etc). And I didn't want to nag the user about that when they're really just trying to leave.

What I finally came up with was a table called AjaxSavedData. It's a permanent table in the database, but the data it contains tends to be temporary. In other words, it'll store the user's data temporarily until they actually complete the page and move onto the next one.

The table is composed of just a few columns:

AjaxSavedDataID - int:

Primary key.

UserID - int:

Identify the user (easy enough).

PageName - varchar(100):

Necessary if you're working with multiple pages.

ControlID - varchar(100):

I call this a ControlID, but it's really just the ClientID property that .NET exposes for all of the WebControls. So if for example txtEmail was inside a user control named Contact then the ClientID would be Contact_txtEmail.

Value - varchar(MAX):

The value the user entered for a given field or control.

DateChanged - datetime:

The date the value was added or modified.

Along with some custom controls, this system makes it easy for all of this to "just work." On our site, the ClientID of each textbox, dropdownlist, radiobuttonlist, etc is guaranteed to be unique and consistent for a given page. So I was able to write all of this so that the retrieval of the saved data works automatically. In other words, I don't have to wire-up this functionality every time I add some fields to a form.

This auto-saving functionality will be making its way into a very dynamic online business insurance application at techinsurance.com to make it a little more user friendly.

In case you're interested, here's the Javascript that allows auto-saving:

function getNewHTTPObject() {
    var xmlhttp;

    /** Special IE only code */
    /*@cc_on
    @if (@_jscript_version >= 5)
    try {
        xmlhttp = new ActiveXObject("Msxml2.XMLHTTP");
    }
    catch (e) {
        try {
            xmlhttp = new ActiveXObject("Microsoft.XMLHTTP");
        }
        catch (E) {
            xmlhttp = false;
        }
    }
    @else
        xmlhttp = false;
    @end
    @*/

    /** Every other browser on the planet */
    if (!xmlhttp && typeof XMLHttpRequest != 'undefined') {
        try {
            xmlhttp = new XMLHttpRequest();
        }
        catch (e) {
            xmlhttp = false;
        }
    }

    return xmlhttp;
}

function AjaxSend(url, myfunction) {
    var xmlHttp = getNewHTTPObject();
    url = url + "&_did=" + Date();
    xmlHttp.open("GET", url, true);
    var requestTimer = setTimeout(function() { xmlHttp.abort(); }, 2000);
    xmlHttp.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
    xmlHttp.setRequestHeader("If-Modified-Since", "Sat, 1 Jan 2005 00:00:00 GMT");
    xmlHttp.onreadystatechange = function() {
        if (xmlHttp.readyState != 4)
            return;
        var result = xmlHttp.responseText;
        myfunction(result);
    };
    xmlHttp.send(null);
}

// Autosave functions
var SaveQueue = []; // contains id's to the DOM object where the value can be found
var SaveQueueID = []; // contains id's for binding references (not always the same)

function ArrayContains(arr, value) {
    for (i = 0; i < arr.length; i++) {
        if (arr[i] == value)
            return true;
    }

    return false;
}

function GetShortTime() {
    var a_p = "";
    var d = new Date();
    var curr_hour = d.getHours();

    if (curr_hour < 12)
        a_p = "AM";
    else
        a_p = "PM";

    if (curr_hour == 0)
        curr_hour = 12;
    else if (curr_hour > 12)
        curr_hour = curr_hour - 12;

    var curr_min = d.getMinutes();
    curr_min = curr_min + "";

    if (curr_min.length == 1)
        curr_min = "0" + curr_min;

    return curr_hour + ":" + curr_min + " " + a_p;
}

function Saved(result) {
    if (result == "OK") {
        document.getElementById("divAutoSaved").innerHTML = "Application auto-saved at " + GetShortTime();
        document.getElementById("divAutoSaved").style.display = "";
    }
    else {
        document.getElementById("divAutoSaved").innerHTML = result;
        document.getElementById("divAutoSaved").style.display = "";
    }
}

function getQueryString(name, defaultValue) {
    var query = window.location.search.substring(1);
    var vars = query.split("&");
    for (var i = 0; i < vars.length; i++) {
        var pair = vars[i].split("=");
        if (pair[0] == name) {
            return pair[1];
        }
    }

    return defaultValue;
}

function urlencode(str) {
    return escape(str).replace(/\+/g, '%2B').replace(/%20/g, '+').replace(/\*/g, '%2A').replace(/\//g, '%2F').replace(/@/g, '%40');
}

function AutoSave() {
    if (SaveQueue.length > 0) {
        var url = "/AjaxAutoSave.aspx?step=" + getQueryString("step", "ContactInformation");

        for (i = 0; i < SaveQueue.length; i++) {
            switch (document.getElementById(SaveQueue[i]).type) {
                case "radio":
                    if (document.getElementById(SaveQueue[i]).checked)
                        url += "&" + SaveQueueID[i] + "=" + urlencode(document.getElementById(SaveQueue[i]).value);
                    break;
                case "checkbox":
                    if (document.getElementById(SaveQueue[i]).checked)
                        url += "&" + SaveQueueID[i] + "=" + urlencode(document.getElementById(SaveQueue[i]).value);
                default:
                    url += "&" + SaveQueueID[i] + "=" + urlencode(document.getElementById(SaveQueue[i]).value);
            }
        }

        SaveQueue = [];
        SaveQueueID = [];
        AjaxSend(url, Saved);
    }
}

function AddToQueue(elem, id) {
    if (id == null || id.length == 0)
        id = elem.id;

    if (!ArrayContains(SaveQueueID, id)) {
        SaveQueue[SaveQueue.length] = elem.id;
        SaveQueueID[SaveQueueID.length] = id;
    }
}

Add this to your page to make this work:

window.setInterval("AutoSave()", 5000);

And to apply this to a Textbox, DropdownList, Listbox, or Checkbox you just need to add this attribute:

onchange="AddToQueue(this)"

...or this for a RadioButtonList or CheckBoxList:

onchange="AddToQueue(this, '" + this.ClientID + "')"
like image 109
Steve Wortham Avatar answered Oct 03 '22 18:10

Steve Wortham