BuildSelections public help
Save Progress vs Finalize Choice
Use Save Progress while the team is still deciding and Finalize when the selection should move into the approved record.
What this covers
Quick walkthrough
These two actions are intentionally different. One keeps the conversation open. The other turns the decision into a formal record.
- Use
Save progresswhile you are still collecting options or feedback. - Use
Finalize choiceonly after the winner is clear and the right approver is aligned. - If you close the modal with unsaved changes, respond to the prompt to save or discard those edits.
Good to know
Important details
- Saving progress keeps the decision in the pending workflow.
- Finalizing moves the selection into
Final Decisionsand unlocks the procurement and invoice fields for the finalized option.