This article explains how to set up, edit, and apply Submission Status for individual form submissions in Work Hub and Project Management View.
Admins and Designers can create and apply Submission Statuses while Reporters and Viewers can apply them, keeping progress visible across teams.
Submission Status
Submission Status is a form-level setting and can be unique to each use case, such as when a work process requires follow-up steps after completing the initial submission.
Set up Submission Status
To enable and create Statuses, follow these steps:
- In the left navigation, click Forms.
- Click the hyperlinked form name or the gear associated with the form to open Form Settings.
Under Settings, locate Submission Status and click Settings.
Select the checkbox beside Enable Submission Status for this form.
Click Add a Status.
- Enter your custom Status and click the green check.
- Repeat step five and six until you are satisfied.
- Click Save.
Any submissions from that form, past or future, can now have a designated Status.
Note
If you deselect the checkbox Enable Submission Status for this form after adding Statuses, they will be preserved if you ever enable the setting in the future.
Editing Submission Status options
If the Statuses need to be edited, in a different order, or deleted, navigate to Form Settings with steps two and three above. Then follow the steps under the applicable expanding menu below.
To edit the Status name, follow these steps:
- To the right of the Status, click Edit.
- A warning dialogue with the following text will appear: "Editing this value will also change the value for any past submissions. Are you sure you want to make your changes?" Click OK to edit.
- Type your changes in the textbox.
- Click the green checkmark to confirm the change.
On the right side of the page under Action, use the up and down arrows to reorder the Statuses.
To remove a Status, follow these steps:
- On the right side of the page under Action, click the trash can.
- The Assign Replacement Option dialogue will appear. Expand Assign another value for submissions that are currently using [FIELD NAME] dropdown menu and select an alternate or No Status.
- Click Save.
How to Apply Statuses to Submissions
Depending on your Account View, you can apply Submission Statuses in several different places:
- Core View: Submissions page and Work Hub
- Project Management View: Submission page and Projects
To apply a Submission Status from the Submissions page, follow these steps, regardless of your Account View:
- In the left navigation, clickSubmissions.
- Click the hyperlinked form Name to see the individual submissions for that form. If you have Folders, first click the hyperlinked Folder Name to see all forms within it.
- Under Status, expand the Update Submission Status dropdown menu and select one from the list.
To apply a Submission Status from the Submitted tab in Work Hub, follow these steps:
- In the left navigation, click Work Hub.
- At the top of the page, click Submitted.
- Click the hyperlinked Form name to open the Submission Detail page.
- Near the top of the page, expand the Submission Status dropdown menu and select the Status.
To apply a Submission Status from the Submitted tab in Projects, follow these steps:
- In the left navigation, click Projects.
- At the top of the page, click Submitted.
- Click the hyperlink under Submission Name/ID to open the Submission Detail page.
- Near the top of the page, expand the Submission Status dropdown menu and select the Status.
Did we answer your question?
We'd really appreciate your feedback! Please leave your suggestions for improvement in the comments or let us know what you're looking for so we can assist you better. We want to help, but we need to understand your needs!
Comments
0 commentsPlease sign in to leave a comment.