Status Update Block: Customize and Track Form Status Through Workflow Steps

📄 Status Update Block: Customize and Track Form Status Through Workflow Steps

The Status Update Block lets you set or update the status of a form during its workflow. This helps you visually track progress, organize submissions, filter reports, and communicate next steps to teams—all with simple, customizable labels.

🔖 What Is the Status Update Block?

This workflow block sets a custom status label for a form at a specific point in its workflow.

Statuses appear in:
- Form logs (web and mobile)
- Filtering menus
- Dashboards and exports
You can update a form’s status multiple times throughout its lifecycle
Great for building structured approval or revision flows

🛠 How to Configure It

In Step 3: Workflow, drag the Status Update Block into your canvas
Connect it to any step (e.g., after Submit, Approve, Reject, Edit)
Click the block and choose:

Option	Description
Select Status	Text that will be displayed as the new form status (e.g., “Pending PM Approval”, “Returned for Revision”, “Archived”)
New Status	Add a custom status type

✅ Works even for forms submitted via Trigger Block or external links

🔄 Status Use Cases

Use Case	Status Set
After initial submission	“Awaiting Review”
After PM approval	“Approved” (green)
After rejection	“Needs Revision” (red)
Final archiving step	“Closed” or “Filed”
Mid-process status	“Under Review”, “Pending Client Response”, “Draft Complete”

🔍 Where Statuses Show Up

📋 Form List Views (filterable by status)
📱 Mobile App Tabs
📊 Reports and exports
🧠 Workflow timelines (shows when status changed and by what block)

💡 Best Practices

🧱 Use status changes as checkpoints—place them after key workflow milestones
🔁 You can use multiple Status Update Blocks throughout one form’s workflow
📥 Combine with Notify In App or Send Email blocks to alert teams of status changes

🧠 Advanced Use Ideas

🔁 Loop a form between “In Progress” ↔ “Needs Revision”
📁 Use “Archived” status for forms stored via PDF Export Block