Form statuses

A form status refers to the state of a form in its workflow. A form, after it is created, typically goes through multiple states in its workflow until it reaches the final status that indicates the end of the workflow.

Default form status

A form must have a default status. It is the status that is assigned to every new form created. If a form has only one status mapped to it, it is considered as the default status. If multiple statuses are mapped to a form, one of the statuses must be marked as the default status.

Status color

Each form status can be identified with a color. The color linked to a status can be changed by selecting one from a color palette.

Sort order

Form statuses mapped to a form can be assigned a unique number as the sort order. Statuses are organized based on this order when they are displayed on screen.

System statuses

System statuses instruct Smartflow how to treat the form. There are three system statuses: Open, Completed and Rejected.

An open form is an active form, while a completed or rejected form is considered inactive. A completed or rejected form

• is not editable

• cannot be saved

• cannot be switched to another form status

System status codes

System statuses are also referred to with their codes.

Linking form statuses to forms

A form status does not apply to a form unless it is linked to the form i.e. mapped to the form. The statuses linked to a form define the workflow of the form.

A form must have at least one form status mapped to it.

Form status permissions

Permissions can be defined to a form status for roles. These permissions are global permissions applicable to all forms that the status is mapped to.

Global permissions on form statuses apply to all forms that the status is linked to. It is possible to override these global permissions for a specific form.