{"id":64219,"date":"2024-01-08T10:26:32","date_gmt":"2024-01-08T02:26:32","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=64219"},"modified":"2025-07-08T14:45:27","modified_gmt":"2025-07-08T06:45:27","slug":"draft-entries","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/draft-entries\/","title":{"rendered":"Draft Entries"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to version 4.14 and later of IFS OI Explorer. Note, some screenshots on this page may be of earlier versions. For more, see <em>Release History<\/em> below.<\/p>\n<p class=\"overview\">If you have partial information for an entry, you can save the information in a draft entry and complete the entry later.<\/p>\n<p class=\"intro-text\">Draft entries are created to save information that may be incomplete, or not ready for submission. They can be reopened, edited and submitted at a later time.<\/p>\n<p class=\"intro-text\">They are not part of the relevant workflow and do not for example, trigger rules.<\/p>\n<p class=\"left-bar-yellow\">Draft entries are a function of <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/cases\/\">Case Management<\/a> and <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/\">Shift Log<\/a>.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56780\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a-600x470.png\" alt=\"\" width=\"351\" height=\"275\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a-600x470.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a-150x118.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a-48x38.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_35b4c0a.png 616w\" sizes=\"auto, (max-width: 351px) 100vw, 351px\" \/><\/a><\/p>\n<p class=\"intro-text\">Draft entries are created when an entry is <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/saving-entries\/#Save_a_Draft_Entry\">saved as a draft<\/a> in the Entry Dialog.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5c49417d.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64634\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5c49417d-600x293.png\" alt=\"\" width=\"645\" height=\"315\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5c49417d-600x293.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5c49417d-768x375.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5c49417d-150x73.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5c49417d-1080x528.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5c49417d-48x23.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_5c49417d.png 1242w\" sizes=\"auto, (max-width: 645px) 100vw, 645px\" \/><\/a><\/p>\n<p class=\"intro-text\">Draft entries can be searched for, viewed, and edited by the entry creator and administrators.<\/p>\n<p class=\"intro-text\"><em>Search for draft entry 172143:<\/em><\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56777\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-600x158.png\" alt=\"\" width=\"801\" height=\"212\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-600x158.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-768x203.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-1536x405.png 1536w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-150x40.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-1080x285.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-1280x338.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85-48x13.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_358eb85.png 1697w\" sizes=\"auto, (max-width: 801px) 100vw, 801px\" \/><\/a><\/p>\n<p class=\"intro-text\">They have an edit icon on the left side of the entry in the entries table,<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_574f935b.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64587\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_574f935b.png\" alt=\"\" width=\"183\" height=\"160\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_574f935b.png 289w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_574f935b-150x131.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_574f935b-48x42.png 48w\" sizes=\"auto, (max-width: 183px) 100vw, 183px\" \/><\/a><\/p>\n<p class=\"intro-text\">and have the subtitle Draft in the edit entry dialog.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_574bca5c.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-64586\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_574bca5c.png\" alt=\"\" width=\"200\" height=\"111\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_574bca5c.png 348w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_574bca5c-150x83.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2024\/01\/Snag_574bca5c-48x27.png 48w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><\/p>\n<p class=\"intro-text\">Entries that have been created from a subform within a draft entry dialog, are not able to be saved as draft. They need to be completed and saved when entered, and will appear in the relevant table after the originating entry has been submitted.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-56774\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-600x393.png\" alt=\"\" width=\"712\" height=\"467\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-600x393.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-768x504.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-150x98.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-1080x708.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c-48x31.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2022\/09\/Snag_34d350c.png 1220w\" sizes=\"auto, (max-width: 712px) 100vw, 712px\" \/><\/a><\/p>\n<p class=\"note\"><strong>Note: <\/strong>Entries cannot be moved back to a draft state after being<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/#Submit_an_Entry\"> submitted.<\/a><\/p>\n<p class=\"left-bar\"><strong>Read more: <\/strong><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/saving-entries\/\">Saving Entries<\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Release History<\/h2>\n<ul class=\"intro-text\">\n<li class=\"overview\">Draft Entries (this release, 4.14):\n<ul class=\"overview\">\n<li>Previously part of Entry Dialog page<\/li>\n<\/ul>\n<\/li>\n<li class=\"overview\">Previous Related Releases\n<ul class=\"intro-text\">\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/\">Entry Dialog (4.14)<\/a><\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/entry-form\/entry-form-4-10-5\/\">Entry Form (4.10.5)<\/a>\u00a0<\/li>\n<li>Shift Log Entry Form (4.0)<\/li>\n<li><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/cases\/case-management-entry-form-4-9-3\/\">Case Management Entry Form (4.9.3)<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Draft entries can be created to save information that may be incomplete, or not ready for submission. These entries can then be reopened, edited and submitted at a later time.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/draft-entries\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":29,"featured_media":55608,"parent":64014,"menu_order":25,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[1068,1108,1105,1103,1104,1122,1106,863,845,1100,1124,848,1107,1123],"class_list":["post-64219","page","type-page","status-publish","has-post-thumbnail","hentry","category-explainer","tag-a-plus","tag-activities","tag-activity","tag-aplus","tag-case","tag-dialog","tag-draft","tag-entries","tag-entry","tag-event","tag-resubmit","tag-shift-log","tag-submit","tag-tab","Version-4-14","Product-ap","Product-case","Product-shiftlog"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64219","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=64219"}],"version-history":[{"count":24,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64219\/revisions"}],"predecessor-version":[{"id":70514,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64219\/revisions\/70514"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64014"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/55608"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=64219"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=64219"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=64219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}