Status

Status comes down to just a few options and everything else is another name for the same thing. We tried to avoid confusion from calling things, pending, in progress, and under review when they all just mean open. So we use the four below for the system to track and report, but you are welcome to add more options with the Selection Input type if you need a more granular breakdown.

DRAFT

It’s been created and saved but not published yet. If recycled, it will be removed completely.

PUBLISHED

Notifications have been sent and a number has been assigned. If recycled the status will be VOID, but the form will not be removed.

VOID

A form that was Published and then Recycled. Since it was assigned a number when it was published we don’t want to remove it completely to avoid a gap in numbering.

Note: In the Planner style templates Voided forms get hidden and but can be viewed in the “Show table” toggle.

OPEN

Form has been Published AND someone is assigned.

CLOSED

The Published form that is Assigned has been marked Closed either by an admin of that tool or it has completed the assignee workflow.