Pre-requisites:

Role privilege as mentioned below, on the project in which form statuses are to be defined:

Below are the steps to define form statuses in a project:

1. In the 'Projects' area, navigate to the project where form statuses need to be defined.

2. Right-click on the required project and select 'Settings' then select 'App Statuses'.

Alternately, in the thumb view, do a mouse hover on the project thumbnail and click on the icon. A layered page opens. Click on 'App Statuses'.

3. It opens the 'Manage Form Statuses' page with the ability to add, amend, and delete the form statuses and their permissions.

4. To create a new form status, click on the 'Add New Status' button which adds a new form status and gives you an option to enter the status name.
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Note: Users are no longer required to create form statuses for defects form types. Defect form statuses ('Open', 'Verified', and 'Resolved') are created by default in the new projects.

5. Creating a new form status, it assigns default values to access form status as default [no access], <<workspace administrator>>[admin] and <<creating user>>[admin].

6. Enter the form status name. To assign users, click or key in the characters in the textbox on the right side, and suggested names will appear for roles, organizations, and users. User records can also be searched by keying in email addresses.

7. Once role, organization, or user is selected, default access permission is given as 'Access to Use' to access the status.

8. It enables you to change the access permission by clicking on roles, organization, or user name.

9. Access permissions enable you to give the following types of access to the users:

No Access - Selected roles, organizations, or users will be unable to access the corresponding form status.
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Access to Use - Selected roles, organizations, or users will have access to the corresponding form status.
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Admin - Selected roles, organizations, or users will have admin access to the corresponding form status and they can assign access permissions for the form status to the project users.

10. You can view the profile image, name, organization, and email address on mouse hover against the name of the user that is added to the status.

11. Click on the 'gear' icon against the form status to see formatting options.
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Select the option 'Apply to Status Cell' to change the formatting of the selected status cell only in the forms listing area. Alternatively, select the option 'Apply to Record' to change the formatting of the entire form record in the forms listing area.

To format the font type i.e. make it bold, italic, underline, and/or strike off, select the appropriate options.
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To change the 'font color' and/or 'fill color' of a status cell or entire status record, select the appropriate shade of color using the shade selection dropdown. The two boxes in the dropdown show the selected color (left) and current color (right). Click 'OK' to select the color shades for both 'font color' and 'fill color' or either of them.
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To reverse the formatting and color selection of any form status record, click on 'Reset to Default'.
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Click 'Save' to apply the formatting changes.

12. Click on the second 'Save' button again at the bottom to confirm overall changes in the statuses. The form status will be added and will now be available to be assigned to a form.

13. You can search the statuses from header search bars either based on status names or by entering roles, organizations, or users. You can also remove the roles, organizations, and users by clicking on the 'X' icon against each title.

14. To deactivate a form status, tick the 'Deactivate' option against a status name. This is possible only if you have 'Admin' access on that status. Mark the checkbox and click on 'Save' to deactivate the status.

15. To reactivate form status, untick the 'Deactivate' option against the deactivated status name. This is possible only if you have 'Admin' access to that particular status. Unmark the checkbox and click on 'Save' to reactivate the status.