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:
- Go to Settings > Customization > Initiative Management (IM).
- Click Form Builder.
- Click a Form Title to edit a form in Form Designer.
- Click the Form Information menu button on the top-right corner of the form.
- Click to select the Allow Status checkbox.
2. Manage Statuses
To manage statuses:
- Click Statuses Selector.
- Manage Statuses:
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: