Skip to main content

6. Maker Course - Leverage Statuses

Video Walkthrough

Follow Along

Update Default Statuses

  1. In the module builder toolbar, select the Statuses button. The Status panel displays.

  2. Select the "x" beside the Not Started status to delete it.

  3. Rename the In Progress default status to "Submitted".

Update Statuses in the Workflow

  1. In the Intake Submitted action block, select the Change Fields button. The Updated Status configuration panel displays.

  2. Select the Update Item Status To field and choose Submitted.

Add Statuses to the Tracking Interface

  1. In the module builder toolbar, select the Interfaces button. The Interfaces panel displays.

  2. Select the Request Details interface. The interface builder displays.

  3. In the right panel, select the Status Progress Bar widget. This widget is added to the interface.

  4. In the widget configuration panel, select the up arrow to move the Status Progress Bar widget to the top of the interface.

  5. In the widget configuration panel, scroll down to the Fields section. De-select all fields and then select only Intake Started and Submitted.

  6. Close the widget configuration panel.

  7. Test the intake experience so far.

Next Step:

7. Maker Course - Add Matched Entities