Skip to main content
Language Selector

  1. Other Languages

    (machine translation)

Planview Customer Success Center

Manage IM Form Builder Statuses

  1. Last updated
  2. Save as PDF

           

TIP

See Quick Start Guide – Form Builder Customization for the context of this article. The previous article was 1c. Manage IM Form Information and the next article is 1e. Manage IM Form Builder Workflows

           

Form Builder Customization statuses can be used with or without workflows.

FormBuilder1-768x360.png

1. Enable Statuses

To enable statuses on an IM form:

  1. Go to Settings  > Customization > Initiative Management (IM).
  2. Click Form Builder.
  3. Click a Form Title to edit a form in Form Designer.
    FormBuilder15-768x360.png
  4. Click the Form Information menu button on the top-right corner of the form.
    IM-Form-June-19-2021-form-information.png
  5. Click to select the Allow Status checkbox.
    FormBuilder16-768x320.png

2. Manage Statuses

To manage statuses:

  1. Click Statuses Selector.
    FormBuilder17-768x320.png
  2. Manage Statuses:
    FormBuilder18.png
    1. Add or edit a Status:
      1. Add: Click + new.
        Edit: Double-click the status Name.
      2. Type the status name.
      3. Click to select the End State checkbox if the status will be the final one in a workflow.
      4. Click Save & Close.
    2. Delete a Status:
      1. Click the delete button.Red-Trash-Bin-Delete-Button.png
      2. Click Yes to confirm.
      3. Click Save & Close.

3. Sort Statuses

Sorting statuses only changes their order in the status drop-down menu at the top of the form when workflows are turned off.

To sort statuses:

  1. Drag and drop the statuses.
    FormBuilder19.png
  2. Click Save & Close or the order will not be saved.