Set Submission Status

Help Video

If you wish to review the submissions of an app or say you want to set their status, for example, you want to review submissions of an app as Cancelled, Pending or Completed, you can do this with a few simple steps.

Steps to Review Statuses of Submissions

• Go to the Design App tab and first create your app structure.
• In the same Design App tab -> Configurations Panel -> Status -> here you can add different statuses or review options like Cancelled, Pending and Completed.

• Click on Add status, and type in the different statuses. You can also select the colour you would like to give for each status.

• When you are done with adding options, click the ‘tick mark’ icon above.

• Once the options/status are saved for review, now when you go to see any submissions in the Submissions tab, click on the submission you need to review. In the right hand panel you will get your status options by clicking the “submitted” button at the top.

Here you can review the status of the submissions, change the status and also add comments. You can select any review option you have given and that status will be saved for that submission.

Steps to set conditions on statuses

Open your app and go to Design App → Configurations → Status. On the right panel, create a new status or select an existing one to edit.

In the status settings, add a condition formula. This formula can reference fields from your app, and you can use logical expressions such as =, >, <, AND, or OR.

Save the status. Go to the Submissions tab and open any submission.

You will notice that:

• If the submission meets the condition, the status is available and can be applied.
• If the submission does not meet the condition, the status is shown as greyed out and cannot be selected.
• If the submission is later edited and updated to meet the condition, the status becomes available automatically.

Key points to remember

• Statuses with no condition will always be available for submissions.
• A condition only affects availability. It does not automatically assign a status, the user still needs to select it or through workflows.
• Conditions are evaluated in real time based on the current field values in a submission.
• Greyed-out statuses will immediately become available once the submission fulfills the condition.
• Deleting or editing a condition later on does not affect historical submission’s status.

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Reordering Statuses for Better Visibility

If you have multiple statuses, you can rearrange them so that the most important ones appear first:

In Design App > Configuration > Status, hover over the dotted icon next to each status. Drag and drop them into the desired order.

This ordering is especially useful if you later choose to switch from the default data table view to swimlane view, where submissions are visually grouped under different statuses. Click here to learn more about Swimlanes.