Save Challenge Overview

   MaestroPreviously known as Transact Maestro.  |    Form Builder  |  v5.1 & Higher This feature is related to v5.1 and higher.

The Save Challenge feature, also called Save and Resume, allows users to save a form they have been working on and open it later to finish it from where they left off.

When the user saves a form, they are given an automatically generated reference code. This reference code is defined in Manager and is required to open the form. Along with the reference code, the form builder can also include a security question. Using the reference code, along with a security question, creates two factor authenticationsTwo-factor authentication (2FA), sometimes referred to as two-step verification or dual factor authentication, is a security process in which the user provides two different authentication factors to verify themselves to better protect both the user's credentials and the resources the user can access. Two-factor authentication provides a higher level of assurance than authentication methods that depend on single-factor authentication (SFA), in which the user provides only one factor -- typically a password or passcode. Two-factor authentication methods rely on users providing a password as well as a second factor, usually either a security token or a biometric factor like a fingerprint or facial scan..

If implemented, when saving a form, a form user will be prompted to answer the security question. If the form user provides the correct details, the form user will be able to save the form with their data still in place when they return to the form. When returning to the form, the form user will be prompted to answer the security question again and provide the reference code that they were given when they initially saved the form.

Any component type can be used for the security question, such as a text field).

When the user saves their form, they are presented with the Save Confirm dialog. When the user returns to resume their form, they are presented with the Save Challenge dialog.

Save Challenge can be configured to popular answers to the configured questions with data previously entered by the user, and/or a save challenge can be configured with multiple questions using multiple components.

Next, learn about best practices on creating a save challenge with multiple components.