How to use Submission Status

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Do you have a work process that requires follow-up steps after the completion of a submission? Submission Status allows internal teams to customize and keep track of the post-submission steps with very little setup required.

Submission Status is a form-level setting and can be unique to each use case.

Setting up Submission Statuses

1. From the Forms page, open the form settings for any form.

2. Under Settings, find Submission Status and select the Settings button. 

Form Settings_Submission Status.png

3. Check the box beside Enable Submission Status for this form.

Form Settings_Submission Status_Enable.png

4. Select Add a Status, type in your custom status, and select the green check.

Form Settings_Add a Status.gif

5. Repeat step 4 until all statuses have been added.

6. Save.

Any submissions from that form, past or future, can now have a designated status.

Editing Submission Status options

If the statuses previously set need to be in a different order, edited, or deleted, navigate to the form setting with steps 1 and 2 above.

To edit the name of a status, select the Pen and Pencil icon directly to the right of the status. You will get a warning, "Editing this value will also change the value for any past submissions. Are you sure you want to make your changes?" and select Ok to edit. Remember to select the green check to confirm the change.

Form Settings_Submission Status_Edit.gif

If your statuses are simply not in the right order, use the up and down arrows to the right of the trashcan until the statuses are in the right order.

Form Settings_Submission Status_Move Up and Down.gif

If a status is no longer needed, select the trashcan icon to the right of the edit icon. GoCanvas will give you the option to change the status of all existing submissions to a different, pre-existing Status. 

Form Settings_Submission Status_Delete.gif

How to Apply Statuses to Submissions

1. Navigate to the Submissions page.

2. Select the form name that has submissions that need statuses.

3. Under the Status heading, select the status that needs updated.

4. From the dropdown menu, select the appropriate status for the submission.

Form Settings_Submission Status_Apply Status.gif

Follow the same steps to update the status at any time.

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  • It would be nice to be able to optionally edit / select that status from inside the app as well.

  • For example, it would be nice f you could check a box if follow up is required otherwise the status would be complete.

  • Is this possible through the app or only through the web portal?