Manage IM Form Builder Statuses

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 Management (IM).
2. Click Form Builder.
3. Click a Form Title to edit a form in Form Designer.
   
4. Click the Form Information menu button on the top-right corner of the form.
   
5. Click to select the Allow Status checkbox.
   

2. Manage Statuses

To manage statuses:

1. Click Statuses Selector.
   
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.
      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.