Indicate whether your Form status is Draft or Complete with the Change Form Status action.
Reopen or complete a Form based on an external action using this action. Use this action as part of a Workflow to control Form status from a third-party app like Salesforce.
Completing or more frequently reopening a Form based on an external trigger is a common use case for this action. For instance, imagine you have a workflow where field technicians fill out a form, the completed form's data is uploaded into a Salesforce object, and managers then look at the results through Salesforce. If they see that some data is missing, they may want to reopen the form directly from Salesforce.
Provide the following details to setup your Change Form Status action:
Form Id: This is a unique 32-digit identifier assigned to each individual Form. Select from your available Forms using this drop-down menu.
Your options in this drop-down are populated based on prior Workflow steps like Form Completed or Public Form Submitted triggers.
Form Id is required for this action.
Form Status: Use Form Status to indicate the status you want changed for your Form. The Form status will be either Draft or Completed.
Form Status is required for this action.