1d. Manage IM Form Builder Statuses

See Quick Start Guide – Form Builder Customization for the context of this article. The previous article was 1c. Manage IM Form Information and the next article is 1e. Manage IM Form Builder Workflows.

Form Builder Customization statuses can be used with or without workflows.

1. Enable Statuses

To enable statuses on an IM form:

  1. Go to Settings > Customization > Initiative.
  2. Click Form Builder.
  3. Click a blue-linked Form Title to edit a form in Form Designer.
  4. Click the Form Information menu button on the top-right corner of the form.
    Open form information menu v45500
  5. Click to select the Allow Status checkbox.
    Status checkbox IM

 

2. Manage Statuses

To manage statuses:

  1. Click Statuses Selector.
    Statuses Selector button
  2. Manage Statuses:

    1. Add or edit a Status:
      1. Add: Click + new.
        Edit: Double-click the status Name.
      2. Type the status name.
      3. Click to select the End State checkbox if the status will be the final one in a workflow.
      4. Click Save & Close.
    2. Delete a Status:
      1. Click the delete button.Red Trash Bin Delete Button
      2. Click Yes to confirm.
      3. Click Save & Close.

 

3. Sort Statuses

Sorting statuses only changes their order in the status drop-down menu at the top of the form when workflows are turned off.

To sort statuses:

  1. Drag and drop the statuses.
  2. Click Save & Close or the order will not be saved.

 

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