How to manage responses, status, and notes
Move a response through its review statuses, pick a close reason when closing it, and keep internal notes. Status changes cannot be undone.
Which statuses can a response have?
In the Responses List and Response Details, a response is Under Review, Approved, Success or Closed. New responses start as Under Review, which the Update Response Status window calls In Progress.
From Under Review, you can move to Approved or Closed.
From Approved, you can move to Success or Closed.
Success and Closed are final: Update Status is no longer available.
How do I update a response status?
Go to Modules > Forms & Surveys > Responses List.
Find the response, open its actions menu and choose Update Status. You can also click Update Status on the Response Details page.
In Status, choose the new status.
If you choose Closed and the form has close reasons, select a Close Reason (required).
Click Update and confirm. The change cannot be undone.
To set up the close reasons of a form, see How to configure close reasons for response statuses.
How do I add or edit notes on a response?
Open Response Details (click the response, or choose Response Details in its actions menu).
In Notes List, click New Note.
Enter your text in Note and click Create.
To change a note, click it, or choose Edit in its actions menu, then click Update.
How do I delete a note or a response?
To delete a note, choose Delete in the note's actions menu in Notes List (or open the note and click Delete), then confirm.
To delete a response, choose Delete in its actions menu in the Responses List, or click Delete on the Response Details page, then confirm.
Status changes cannot be deleted or reverted.