SiteMax Systems

Dashboard &gt; Settings &gt; Modules &gt; Forms

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Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying <a href="https://help.sitemax.cloud/en/articles/8235087-permissions-template">Permission Templates</a>.

In order to set Statuses, users will need Edit permissions for Settings

Form Status is a feature designed to help you streamline your company's approval workflow! ​

Use Status to create or receive automatic updates on your Site, Safety, Company, and Equipment forms. With Statuses users can either have static status options (preset status options) or configure their form settings to apply automatic statuses (form fields) to any form.

To set up the Status column for your form, will you need to enable Statuses in your Form's settings. 

Navigate to the Forms tab in Company Settings, then click on gear icon in the tool bar to open Form Settings. ​ OR ​ Click on the 3-dot icon at the far right of the tool bar to bring up the dropdown menu and select Form Settings.

In the Form Settings, you will find your Form Options. Enable Statuses by checking the box as seen below:

At the bottom of the page, under Statuses, you will find the Status options. Click +Add Status to create new statuses. ​

1. Navigate to the Forms tab in Company Settings, then click on gear icon in the tool bar to open Form Settings. ​ OR ​ Click on the 3-dot icon at the far right of the tool bar to bring up the dropdown menu and select Form Settings.
 
 
 
2. In the Form Settings, you will find your Form Options. Enable Statuses by checking the box as seen below:
 
 
 
3. At the bottom of the page, under Statuses, you will find the Status options. Click +Add Status to create new statuses. ​
 
 
 
4. When finished, click Save

Automatic Statuses will allow your Statuses to be auto-generated with the text entered by the user in a form field. When automatic Statuses have been associated with a component, the entered text will reflect in the Status column. 

Exit out of your Form's Settings and open the Form's Form Builder, by clicking on the pencil icon of the Form

Next, you will locate the component you would like to grab the Status from and click the clipboard icon to copy the data ID (as indicated below)

OR ​ Click the pencil icon to open the edit

sidebar. Locate the component's Data ID field and copy it

Return back to the Form Settings of the Form by selecting the gear icon in the form's tool bar

Paste the Data ID into the "Status" field (make sure the status is enabled)

1. Be sure to enclose the data ID in curly brackets "{}".

1. Exit out of your Form's Settings and open the Form's Form Builder, by clicking on the pencil icon of the Form
 
 
 
2. Next, you will locate the component you would like to grab the Status from and click the clipboard icon to copy the data ID (as indicated below)
 
 
 OR ​ Click the pencil icon to open the edit 
 sidebar. Locate the component's Data ID field and copy it
 
 
 
3. Return back to the Form Settings of the Form by selecting the gear icon in the form's tool bar
 
 
 
4. Paste the Data ID into the "Status" field (make sure the status is enabled)
 1. Be sure to enclose the data ID in curly brackets "{}".
 
5. 
 Click Save when complete

Now, every time a user enters text into that form field, the text will show under the Status column: 

Once the Status option has been enabled, you will see the form's Status reflected in the Company Reports module when viewing the All Forms tab.

Permissions

Status Overview

Enabling Statuses

Automatic Statuses

Viewing Statuses in Company Reports