In business, keeping track of the status of your projects is one of the critical factors to achieving success. But this can be challenging, especially if you rely on multiple tools. Jotform Tables makes it easy to track your projects. All you have to do is add new columns, share your tables with your employees, and start collaborating. Also, one way to use the dropdown list is to automatically approve or reject form submissions. Here is a tutorial on how to assign status to form submissions:
To create a dropdown list in Jotform Tables…
- Click the Add column heading.
- Select the Single Selection option then click Next.
- Give a name to your column then click Next.
- Enter the dropdown’s options.
- Click the Create Column button when you’re done.
And that’s it!
If you need to edit the options, click the column heading’s down-angle icon, then select Edit column preferences.
Here’s an example use of this feature. Let’s assume you have a request form where the approvers have to process and indicate the requests’ status. The status options can be Pending, In Progress, Declined, Canceled, and Done. You can also add a column for the approver names. The approvers can indicate the requests’ status and their names directly from in Jotform Tables.
The columns can be frozen so they stay fixed on the left when the approvers scroll the table. Now, you just need to share the Table with your approvers so they can start editing it to change the status of each request.