New State and Action
When a Form is first created, it is in the
Draft State.
The
Submit Action on the Form, moves it to the
Submitted State.
Templates can be extended with a
Workflow, i.e. by defining additional custom States and Actions.
An
Action is materialized by a
Button in the Form screen. Clicking on the Action button moves the Form to the next State.
A
State is defined by a
Name, and by the
Label of the Action Button which moves it to the next State.
To add a new State:
- Goto the Edit Template screen in your web account, and open the 'Workflow' tab.
- Click on + and enter the State Name and Action Button Label.
- Note that if the State you are creating is the last in the Workflow, the Action Button Label must be left empty, as there is no 'next state' to move to.
Example:
Define a Workflow by adding two new States:
1st State Name = 'Submitted' with Action Button Label = 'Approve'
2nd State Name = 'Approved' with Action Button Label = '' (empty string)
Resulting Workflow: Clicking on Approve moves the Form from Submitted to Approved. Approved is the final State.
Note: the very first State with Rank 0. is the default state named "Draft" with action "Submit". It cannot be modified or deleted.
See:
Inbox and Notifications
