Add Statuses to a Program
As a CiviForm Admin, you have the ability to set custom statuses (e.g. Approved, Waitlisted) and email content for each program. Once you create and publish statuses for a given program, the Program Admin will be able to set statuses for each application submitted to their program.
For statuses with associated email content, a status change will trigger an email to applicants that used a CiviForm account to submit their application. The applicant will also see the status of their submitted application(s) when they log into their CiviForm account.
Note: in order to use status tracking, your IT Admin must have enabled the feature. To enable the feature, have your IT Admin set the CIVIFORM_APPLICATION_STATUS_TRACKING_ENABLED environment variable to true.
- 1.Sign in to CiviForm as a CiviForm Admin.
- 2.Click Programs on the navigation bar and select the program for which you would like to add statuses.
- 3.Click the three dots on the right side of a draft program.
- 4.Click Manage Statuses.
- 5.Click Create a New Status.
- 6.Enter your status name and (optional) any email text you would like the applicant to receive upon the status change.
- 7.Repeat steps 5-6 for all statuses you would like to create.
Note: you must Publish All Drafts in order for your statuses to go live. See How to Publish Programs article for instructions on publishing.
Tip: Don’t see Manage Statuses as an option when you click the three dot icon? This is because you must add statuses to a Draft program, not an Active program. To create a Draft version of your program:
- 1.Sign in to CiviForm as a CiviForm Admin.
- 2.Click Programs on the navigation bar and find the program you are interested in.
- 3.Click Edit on the right side of the program.
- 4.Click Programs on the navigation bar to return to the programs page, where you will now see a Draft version of your program.
- 1.Sign in to CiviForm as a CiviForm Admin.
- 2.Click Programs on the navigation bar and select the program for which you would like to modify a status.
- 3.Click the three dots on the right side of the program.
- 4.Click Manage Statuses.
- 5.Click Edit or Delete.
Last modified 2mo ago