Workflow: Statuses

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

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.

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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