How to Assign Status to Form Submissions

June 24, 2024

Assigning a status to a form submission can be useful in many circumstances. For example, if you have a booking form. You can use it to mark the user’s booking as accepted or declined. It’s also useful for application forms; you can approve applications if users meet the requirements or reject them if they don’t.

You can use the Dropdown or the Single Choice element to set this up in the form.

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Adding the Dropdown or Single Choice Element

The Dropdown or Single Choice are elements that allow you to choose one value from a list. Choose your preferred element to add.

  1. In the Form Builder, click the Add Form Element button.
  2. Under the Basic Elements section, click or drag/drop the Dropdown or Single Choice.
Status selector using the Single Choice element in the Jotform Form Builder
  1. Add the options by clicking the Add Option in the element itself or through its Properties window.
  2. Lastly, hide the field in the form since you don’t want this field displayed to users. You’ll find the Hide toggle under the Advanced tab of the Dropdown/Single Choice Properties window, as shown below:
Hide option in the Advanced tab of the Single Choice element in the Jotform Form Builder

Assigning Status to Form Submissions

Let’s assume you’ve already received submissions in the form. You must access Jotform Tables to assign the status to the submissions.

  1. On the My Forms page, select the form.
  2. Click the Submissions button at the top or click More on the right, and select Submissions under the Data column.
Submissions option of the selected form in Jotform My Forms page
  1. In Jotform Tables, click the cell under the Status column of the entry where you’d like to update the status.
  2. Click on the Add button.
  3. Finally, select the status of the submission.

If you’d like to notify users of the status of their submission, you can apply an email condition to your form. However, you must not use the inline edit. Instead, use the edit submission option and re-submit the form after selecting the status.

You can also set up an approval workflow in the form to automate the approval process. For more details, please visit How to Create an Approval Flow With Jotform Approvals.

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