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Workflow: Statuses

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Statuses are the states a form can be in at any point in time.

 

For use the workflow feature you must first enable it within the Settings screen.

 

Workflows can be configured within the Workflow screen and you begin by simply clicking the ‘Add Status’ button:

  1. Name
  2. Color (the status color will be shown in Viewer/Editor)
  3. Quorum condition
  4. Notifications (more about notifications)

 

 

To change the order of the statuses simply drag and drop them as you need.

 

 

 

The first status on the list is the initial status i.e. the status of a form when you open it for the first time.

 

To delete a Status simply click the delete button.

 

When configuring a quorum two options are available:

  • One quorum must be met
  • All quorums must be met

This option simply dictates many actions must be completed before a form can change its status.

Example

 

The Quorum condition is set to “One quorum must be met” which means:

– The form will change its status to ‘Approved’ when only one action is completed (‘Approve it’ or ‘Confirm it’) or

– will change the status to ‘Rejected’ when the ‘Reject it’ action is completed.

 

Alternatively, if the Quorum condition was set to “All quorums must be met” this would mean:

– The form will change its status to ‘Approved’ when all actions (leads to one status) are completed (‘Approve it’ and ‘Confirm it’) or

– will change the status to ‘Rejected’ when the ‘Reject it’ action is completed.

 

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