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Choose an answer's state after each approval

In Weplanify, each form answer has a state (In progress, Granted, Refused…) that changes with each approval; add your own states, such as Ordered.

In Weplanify, an answer's state is the label that says where it stands. In a form's Validation tab, the Answer states part lists the possible states, and the Responses part of each step says which one the answer takes when the approver decides.

Answer states: under review, granted, refused, and a new Ordered state being added

Steps

Open Requests → Forms, the form, Validation tab.
If the form has no states yet, click Create these states: In progress, Approved and Rejected.
To follow what comes next, type a state (for example "Ordered", then "Delivered") and click Add the state.
Click a step: under Responses, choose the state if it is Approved and if it is Rejected, then click Save.

The Responses part of a step: under review if approved, refused if refused

Good to know

A new state is used in a step's Responses: for example, a "Purchasing" step whose approval moves the answer to "Ordered".
On a step that is not the last one, a refusal stops the request; choose Still goes to the next step to carry on anyway.
The state shows in the form's Responses tab (follow the answers). For leave, expenses and advances, the states are fixed.

Go further

Follow, approve and export a form's responsesIn Weplanify, a form's Responses tab sorts answers by status, opens each one on the side so you can decide, and exports everything to Excel.Configure an approval circuitIn Weplanify, build the approval steps of a leave request, an expense, an advance or a form: the order, the name, the approver and when each step applies.