Edit Form Template status allows Form Template Creators, Approvers and Publishers to transition form templates from one state to another of the form template designer workflow. The life cycle of a form template is as follows:
- In Development: When a form template is created it is automatically assigned this state. A form template with the current state of In Development can be modified and amended until it becomes a valid form template. Information related to the form template such as form custom roles, form states, form state security and form workflow can also be modified in this state. For a form template (parent only) to be valid it must contain form custom roles, form states and a form workflow. Once a form template becomes valid, it can be progressed to the next state, Pending Approval, in the form template designer workflow.
- Pending Approval: This is the next state in the form template life cycle. When a form template is in this state, it can be progressed to the next state, Pending Publish, or rejected to go back to the previous state, In Development. Information related to the form template such as form custom roles, form states form state security and form workflow can also be modified in this state.
- Pending Publish: When a form template is in this state, it can be progressed to the next state, Ready, or rejected to go back to the previous state, Pending Approval. Information related to the form template such as form custom roles, form states, form state security and form workflow can also be modified in this state.
- Ready: This state indicates the form template development process is finished and it is now ready to be used by the Data Collection Manager and Workflow Manager. Once a form template reaches this state, form custom roles, form states and form workflow cannot be modified. However, state security access can be modified by the portal Administrator or a Super User.
- Archived: This state indicates the form template is no longer required for usage and is archived to keeping historical data.
- Closed: This state indicates the form template has been closed, which is appropriate if the form template is not needed anymore and has not yet been published.
How to change form template state
- From the Form Template Details screen, select Change State link button.
- From the list of available states in the Change State To field, select a state you wish to change to.
- Click on the Update link button to apply changes.