Change Status of a Form

This article helps you understand how to change status of an existing form.

Updated yesterday

Form viewer allows you to change the form status if you have required role privileges for the same.

If form permission 'Restrict Status Change in View Form' is set to 'Yes', any form type users will not be able the change the status of a form while viewing it and by selecting multiple forms in forms listing page even if users have 'Can Batch Status Change – All Forms' & 'Can Batch Status Change – Own Forms' role privileges. Additionally, users cannot re-open closed forms while viewing them and by selecting multiple forms in forms listing page even if they have 'Can Re-Open All Closed Forms – Admin' & 'Can Re-Open Closed Forms' role privileges.

If form permission 'Restrict Status Change in View Form' is set to 'No' then users can change form status as per the role privileges they have. Essentially this means form settings override the role privileges.

1. Follow the steps for opening the form in viewer.

2. Click on status dropdown to change form status.

Based on form settings configuration and required role privileges, you can also change status of a form directly from the forms listing view under 'Project Forms' tab. To do this, right click on a form and select 'Edit > Status' as shown in below screenshot. Click here for detailed help on batch status change in forms.

Alternatively, you can click on any of the pending 'Assign Status' task if assigned to you from the forms listing view under 'Project Forms' tab (under 'My Tasks' column) to change the status of a form.


3. A popup screen will appear. The current status for selected form will show along-with a dropdown using which you can assign the new status. In the 'Reason' box, enter a reason for the status change.

'Status Change' window contains:

Status Change Dropdown - To select the status from dropdown list. The list of form status options are available subject to form settings.

Reason for Status Change Notes - To specify status change reason. This is a mandatory field.

Notify all Users in Distribution list - To notify all users (available in distribution list) about this specific status change.

Form Tasks - To view the form tasks distributed.

4. Click 'Save' to confirm changing of the form status.


Related Articles: Respond on a Form


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