A form can have two basic statuses — Draft and Completed.
- Draft means that the form is still in progress. Perhaps you’ve started filling the form out, but have not yet finished it. Or maybe different sections of the form need to be filled out by different people, and the form is somewhere in the middle of that workflow.
- Completed means that the form is done. No additional edits are required, and the form can be stored for your records and used for data extraction.
Forms will have different actions associated with them depending on their status. Most notably:
- Completed forms cannot be transferred to another user
- Depending on your user permissions, you may or may not be able to edit Completed forms; by contrast, anyone with a GoFormz account can edit a Draft form.
A form’s status can be changed in a few different ways:
- Clicking/tapping the Complete button in the Form Editor will change the form's status from Draft to Completed. See here for more.
- Clicking/tapping the Reopen button in the Form Editor will change the form’s status from Completed to Draft. See here for more.
- When a form is auto-transferred to another user using Workflow Automation, it is automatically reopened (i.e. its status changes from Completed to Draft)