Save and Resume Draft Assessments in Discovery Framework

Your users can save drafts of Discovery Framework-based assessments that they’re not ready to complete. Easily find the draft assessments that are in progress and complete them at their convenience.

Required Editions

View supported product editions.
User Permissions Needed
To save Discovery Framework assessments as draft: View permissions information.
Note
Note Saving Assessments As Draft isn't supported for Experience Cloud users.
  1. From Setup, in the Quick Find box, enter Discovery Framework, and then select General Settings.
  2. Turn on Save Assessment As Draft.

If the end users aren't ready to complete an assessment, they can click Save For Later, to save the assessment as draft. To resume the assessment, users can either email themselves the link to the assessment or use the link provided after saving the assessment as draft.

Resume assessment screen displaying options to copy the link and email the link

The CRM users such as support reps can complete the draft assessment for the end-user by using the Assessment Library in the Assessment Lightning web component.