Manage Workspace Form Status privilege
is required to Manage Form Status for theWorkspace Administrators have the ability to Manage Form Statuses within a Workspace.
Manage Workspace Form Status privilege
is required to Manage Form Status for the
Workspace.
User having this privilege can
define the ACL for the newly defined Statuses and the default Statuses
that are available for each Workspace.
The following are the default statuses that will be available:
• Closed
• Closed – Approved
• Closed – Approved with Comments
• Closed – Rejected
• Deactivated
1. Click on Form Status tab to create a new Form Status.
Click on 
icon
to add Form Status values to the Workspace
2. Enter New Form Status
5. Select Users / Organisations / Roles to assign access to the Doc Status
6. Set Access Permission for the selected Users / Organisations / Roles
Access permissions give following access to the users
Permission |
Function |
N - No Access |
User will not have access to the Form Status |
U - Access to Use |
User will have access to the Form Status |
A - Admin |
User will have Admin access to the Form Status and will be able to assign access permissions for the Form Status to the Workspace users |
Click on Add
Selected button besides the permission name to set permission for
the selected Users / Organisations / Roles.
Selected Users / Organisations / Roles will be displayed in respective
columns for the row of the Permission selected
Click on the 
icon besides
the permission name to mark it as default permission
specifies the default permission
7. Click on Submit button to confirm.
The
Form Status will be added and will now be available to be assigned to
a Form.
Editing Workspace Form Status:
The following lists the steps to manage Workspace Doc Status:
1. Select Manage Statuses
from the 
dropdown
menu
2. Click on Form Status tab
3. Click on a Form Status to edit access permission
Select Deactivate to deactivate a Form Status
Deactivated Form Status will not be available
for use unless re-activated
4. Select check box besides Role / Organisations / User's names and
click on remove button to remove the access permission for the selected
Role / Organisation / User.
5. Click on Submit to confirm
Note:
Select the Form Template by clicking on the Browse button and then you will get the Option of Overall Form Status as enabled.