Status Tracking

Govstack Forms lets you assign a status to individual responses. This means that each time you review an individual response, you have the ability to update the status of that submission. Status tracking helps you manage all form responses.

Turn on status tracking

Select the appropriate form in Govstack Forms, then:

1. Choose the “Options” tab from the toolbar located at the top of the page
2. Select “General Options” from the vertical menu located on the right side of the page
3. Click the “Would you like to enable status tracking for this form?” checkbox to turn on status tracking

Status tracking options

Once you've turned on status tracking, select “Status Tracking Options” from the vertical menu located on the right side of the “Options” page to see the different statuses. By default, each form will have a “New,” “In Progress” and “Completed” status available.

Add a status

To add a custom status to the status tracking options:

1. Click the “Add Status” button or any of the green plus icons
2. Enter the name of your status
3. Click the “Save” button to complete the process

You may want to add a new status if you need to assign tickets to specific people or departments.

Configure status email options

You can configure emails to be sent to individuals who fill out a form when a new status is assigned to their response.

To set up a status email option from the “Status Tracking Options” page:

1. Select the “Update Status” button next to the status you want to configure
2. Click the “Would you like to enable an email option when this status is used?”
3. Complete the email options form
4. Click the “Save” button to complete the process

Changing the status of a response

To change the status of a specific response, select the appropriate form in Govstack Forms, then:

1. Choose the “Responses” tab from the toolbar located at the top of the page
2. Select the “View Individual Responses” button from the vertical menu located on the right side of the page
3. Find the response you want to change the status of and click “View Response”
4. In the “Status” field, select the status you want to change the response to from the dropdown menu
5. Add comments in the “Comments” fields, if applicable
6. Click the “Update Status” button to save your changes

After changing the status of an individual response, you can send an email notification to the respondent. Click the hyperlink text that appears after you save your changes. This will allow you to view and edit the email response. The email that you set for this status will populate the fields. You can edit it for this particular response or leave it as the default message. Click “Send” to send the status update email.

Reviewing status change comments

Review status change comments by navigating to the appropriate form, then:

1. Select the “Response” tab from the toolbar located at the top of the page
2. Click the “Individual Responses” button
3. Find the response you want to review
4. Click the “View Response” button next to the response
5. In the “Status History” field, you can view the comments