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 are to be defined.

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

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

3. It opens the 'Manage Form Statuses' page where you can 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 lets you enter the status name.
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​Note: You are no longer required to create form statuses for defects form types. Defect form statuses ('Open', 'Verified', and 'Resolved') are already available for your new projects.

Enter the form status name. To assign users, click or key in the characters in the textbox on the right side. Suggested users, roles, and organisations will appear at the bottom. You can also search for user records based on their email addresses.

Once the required users, roles, and organisations are selected, you can assign the default access permission 'Access to Use'. This permission allows you to apply the corresponding status to the forms you can access.

You can change the access permission by clicking on the user's name, role, or organisation as required.

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

No Access

Selected users and users in the chosen roles and organisations can't access the corresponding form status in the selected project.
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​Access to Use

Selected users and users in the chosen roles and organisations will have access to the corresponding form status while editing the status of an existing form in the selected project.
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​Admin

Selected users and users in the chosen roles and organisations will have full control of the corresponding file status on the selected project. They can also assign access permissions to other project users when required.

When you mouse over the user's name added to the status, you can view their profile details including their display image, name, organisation and email address.

Click the 'gear' icon against the form status for 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, click 'Apply to Record' to change the formatting of the entire form record in the forms listing area.

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

5. Click the 'Save' button again at the bottom to confirm all the changes. The form status will be added and available to be assigned to a form.

You can search the statuses from header search bars either based on the name of the status or by entering roles, organisations, or users and all the related statuses. You can remove the roles, organisations, and users by clicking the 'X' icon against each title.

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 'Save' to deactivate the status.

To reactivate a 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.