Introduction

Items in the system may be moved to draft status if a user doesn't complete the saving process. This article outlines the conditions under which an item becomes a draft and how to manage such items.

Why Are Items Listed as Draft?

Items can be listed as Draft when a user doesn't save the item. This can happen when:

  • The user leaves the screen by selecting another tab
  • The user logs out of the system
  • The user closes the browser
  • There is an interruption in the internet service

What Happens When a Draft Is Canceled?

When a user adds or copies an item and then selects the "cancel" option, they are presented with the following message: "Are you sure you want to delete this draft item?" with options to OK or Cancel.

  • If OK is selected: The draft is not saved.
  • If Cancel is selected: The draft is saved.

Managing Draft Items

The user can choose to edit or delete items in draft status. If the Draft button indicates a number greater than 0, the user should review the item to confirm whether it was previously left unsaved and take appropriate action.

  • Edit the draft to complete and save the item.
  • Delete the draft if it is no longer needed.

Where to Next?