Saving Work Before Switching Organizations

Finish and save your work before changing organizations, even when a form appears to preserve a draft.

Why saving matters

The workspace-switch workflow clears local form drafts and resets the current workspace's loaded data. Unsaved text and browser-held drafts should not be expected to survive the switch.

Before you leave

  1. Complete or save the current form using its supported save action.
  2. Wait for a success result. For uploads, confirm the upload and record save completed.
  3. If you plan to return, note which organization and record you were working in.
  4. Switch only after you have confirmed the saved result.

Saved records remain with their organization

Switching does not delete saved cases, updates, attachments, expenses, or other records. They remain in the original organization and are available when you return, subject to your permissions. A server-saved draft and a local unsaved form are different; verify the record exists before relying on it.

Do not continue typing into an old or partially loaded page during a switch. Wait until the destination workspace identity is clear.