Manage the Control Forms Status workflow

The purpose of this article is to explain how to manage the control forms status workflow. 

Like Observations it is possible to create unique workflows around status for Control forms.

  • Go to Setup
  • Go to Settings
  • Select formsWorkflow
  • Select Edit the Workflow


  • You need to create the steps of the workflow and to set their possibilities to be raised from each. other in the workflow, therefore click New Step.
  • Enter a name for this step.
  • Specify a colour code to identify this step.
  • Click Save upon completion.


  • Repeat this process as many times as required to complete your observation lifecycle.
  • Once all your steps are created, it is necessary to link them to create the relevant flow:
  • Drag and drop a step located on the left panel into the box of the step in can be raised from.
  • Repeat this process as many times as required.
  • Click Save upon completion.



In the example above, once an observation has reached the step Not Done, you can then change it to Done or Ready for Checking (because the steps Done and Ready for Checking have been dragged & dropped in the box of the step Not Done) 


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