Forms-setup
This guide provides step-by-step instructions for setting up the Forms module, starting with the required Form Workflow status configuration.
Form Workflow Setup
By default, the system provides a few basic form statuses under the workflow named FORM WORKFLOW. You can edit these existing statuses or add your own as needed.
These statuses will later be used in the Form Builder module, so make sure they are properly configured before you start creating forms.
Configure Form Statuses
The Module workflow Setup section contains form status
From the left-hand App Launcher, click Setup.
Go to Customized Fields, then select Module Workflows.
In the list of workflows, find and choose FORM WORKFLOW.
A popup window will appear, displaying all existing form statuses organized by stages.
1. In the FORM WORKFLOW popup, click Add Status.
2. An Add Status form will open
3. Fill in the following details:
· Status Name – Name of the status (e.g., Draft, Submitted, Approved).
· Description – Short description or purpose of this status.
· Status Color – Select a color to visually identify this status.
4. Click Save to add the new status.
Reorder Statuses
You can control the sequence in which statuses appear in the form.
In the FORM WORKFLOW popup, click the Reorder button.
In the Reorder Status view:
Use drag and drop to move statuses up or down.
Arrange them in the correct sequence of progression (for example: Draft → Submitted → Under Review → Approved).
Click Save to apply the new ordering.
Note:
· The sequence you set here determines the order in which statuses will appear in the Form Builder.
· Forms will follow this sequence when changing status.
Email
Please ensure that the email configuration is properly set up so that we can receive all notifications without interruption. Refer to the Email Setup section below for detailed instructions and additional information.
Email And Notifications - SetupLast updated