Forms & Surveys

The Forms & Surveys tab controls which forms and surveys are attached to this program, and how each form behaves in the Wayfinder.

Forms

Each attached form is a row with a Wayfinder toggle:

• Wayfinder off — submissions are recorded and marked completed; nothing appears in the Wayfinder.
• Wayfinder on — each submission creates a trackable item in the Wayfinder that moves through the program’s status workflow. Two settings appear:
  • Initial Status — the status each submission starts in (see below).
  • Side Peek Display and Export Fields — which of the form’s fields show in the Wayfinder side peek and which are included in CSV exports.

Initial Status — where a submission starts

The Initial Status dropdown picks the program status a new submission is born into. What that status means — whether it demands approval, records budget, or closes the item — is defined by its system-status mapping on the Statuses tab:

• If the chosen status maps to Pending, every submission of this form lands in the Wayfinder’s Requires Action asking an Approver or Manager to approve or reject it.
• If it maps to In Progress (or another non-Pending status), submissions skip the approval step entirely.
• If no Initial Status is chosen, submissions default to Pending — this is the usual reason a form unexpectedly demands approval.

Note

Approval behavior currently varies by item type. For form submissions, the Approve/Reject buttons appear only for Approvers and Managers, but status changes made through the status dropdown are not role-restricted, and approving a form records the decision (who and when) without changing the form’s visible program status. Pickups and internal actions enforce approval roles on status changes and move the item to the Approved-mapped status when approved. Making this behavior uniform is on the roadmap.

Statuses marked ⚡ in the dropdown record against the program budget and limits the moment a submission lands in them — you would rarely want an ⚡ status as an Initial Status.

Surveys

Surveys attach alongside forms with their own label and an optional sessions label for multi-session use.

More detail on surveys coming soon.