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