Dashboard > Settings > Modules > Forms
Status Overview
Form Status is our latest feature added to help you streamline your company's approval workflow!
Use Status to create or receive automatic updates on your Site, Safety, Company, and Equipment forms. With Statuses users can either have static status options (preset status options) or configure their form settings to apply automatic statuses (form fields) to any form.
Enabling Statuses
To set up the Status column for your form, will you need to enable Statuses in your Form's settings.
Navigate to the Forms tab in Company Settings, then click on the three-dot icon and Form Settings
In the Form Settings, you will find your Form Options. Enable Statuses by checking the box as seen below:
Under Statuses, you will find the Status options. Click +Add Status to create new statuses.
When finished, click Save
Automatic Statuses
Automatic Statuses will allow your Statuses to be auto-generated with the text entered by the user in a form field. When automatic Statuses have been associated with a component, the entered text will reflect in the Status column.
Here's how it works:
Exit out of your Form's Settings and open the Form's Form Builder, by clicking on the pencil icon of the Form
Next, you will locate the component you would like to grab the Status from and click the pencil icon to open the sidebar (as indicated below)
Once you have the component, Copy its "Data ID"
Return back to the Form Settings of the Form
Paste the Data ID into the "Status" field (make sure the status is enabled)
Be sure to enclose the data ID in curly brackets "{}".
Click Save when complete
Now, every time a user enters text into that form field, the text will show under the Status column:
Viewing Statuses in Company Reports
Once the Status option has been enabled, you will see the form's Status reflected in the Company Reports module when viewing the All Forms tab.
Gain visibility into all form activity and updates using the Status feature!