User Guide

How to assign a status to submissions

Last Update: July 12, 2017

In this guide you will learn how to manage your user's submissions approval, you can mark submissions as Approved or Disapproved using Hidden Box tool. This is somewhat like an Admin Approval System. This is very useful for booking forms for accepting or declining user's booking entry. It's also useful for application forms, you can approve applications if users meet the requirements or simply disapproved them if they're not.


1. Add a Hidden Box tool to your form, it's under Widgets. (This isn't viewable on your live form so you, the form owner has the privilege to update this field later on)

a. Hidden Box tool is under Widgets Section

b. Click to add it to your form and be sure to add a label name e.g. Status


2. Let's assume you've already received form submissions. To open your form submissions page,

a. Go to your My Forms page

b. Select the form and click on Submissions button above it

3. While on the submissions page, just select submissions that you'd like to update on the data grid below and click Edit button above.


4. After clicking on Edit button, you'll be able to see your form with user's data on it. Now, just look for the hidden box field (dotted style box) that we've added to your form earlier and write a status. e.g. "Approved" or "Disapproved". Be sure to re-submit the form to update the edited submission.


5. If you'd like to notify users of the status of their submissions or fire up a notification depending on the status you've entered, you can apply an email condition.


If you have questions or if you're having difficulties with any of these steps, please write your comment below!

8 Comments...

  • gotcha

    How do I get a report to only show those that been approved using a hidden box.?

    Thanks

  • apressi

    Thank you very much, that's exactly how I've set the form until now.
    The radio button would be faster as I should only click to set the status as "paid" instead of having to write it manually.
    Thank you anyway for your reply.

  • Klloyd

    I do not see the Power Tools option any longer. I had it and used the Hidden option and used it on one of my other forms but now it doesn't seem to be available any longer??

  • FKGHS

    THANKYOU VERY MUCH FOR ALL

  • jamie.rancourt

    Is there a way to do a mass update to a hidden attribute such as status across multiple submissions? This would be useful rather than having to edit each record individually.

  • machinjosie

    HOW DO I GET THE SUBMISSIONS TO SHOW ON THE WEBSITE. THEY ARE TESTIMONIALS OF OUR PRODUCT

  • swintonpaterson

    This looks helpful but can I also hide a submit button beside the status field?

    I have a 5 page form but need to add a status field to the top which could be updated quickly rather than paging through the whole form to reach the submit button at the end. Any advice?

    Thanks

  • leeanndumas

    I develop forms for others in the organization. Would I have to share the form with them so that they could use the hidden boxes to update the status? Currently, I only share submissions.

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