Learn how to configure the State component in Praxsuite forms to capture workflow status information. Control which states are visible, define default values, and structure operational processes using state-based data.

The State component allows forms to capture and assign a workflow status to a record. It connects directly to a State-type column in a table, enabling records created through the form to immediately enter a predefined process stage.

This component is commonly used in operational workflows where records move through different stages or statuses, such as service requests, approvals, incident tracking, onboarding processes, or task management.

Unlike free text fields, the State component ensures that users can only select from predefined statuses, maintaining consistency across workflows.

Basic Configuration

Associated Table

Defines the table where the form data will be stored.

The State component must connect to a table that contains a State column configured with predefined status values.

Associated Column

Selects the State column in the table where the selected status will be stored.

This column contains the available states that users can choose from when submitting the form.

Label

Defines the name displayed for the state selector field in the form.

Example:

Status

You may rename this depending on the workflow.

Examples:

• Ticket Status

• Request Status

• Process Stage

• Approval Status

Additional Configuration

Required Field

When enabled, the user must select a state before submitting the form.

This ensures that every record created through the form is immediately assigned a workflow status.

Visible Field

Controls whether the state selector is visible in the form interface.

In some workflows, the state may be set automatically or through automation, so it may not always need to be shown to users.

Has Default Value

Allows defining a default state that will be automatically assigned when the form is submitted.

This is commonly used when new records should always start in the same workflow stage.

Example use cases:

• New ticket

• New request

• Pending review

Visible States

Allows administrators to control which states are available for selection in the form.

Even if a table contains many states in its workflow, the form can limit users to selecting only a subset of them.

This is useful when:

• Certain workflow stages should only be set internally

• External users should not access all states

• A form should initialize records within a limited set of statuses

Font

Defines the typography used for the State component within the form interface.

Persist Data

When enabled, the component remembers the last selected value after form submission.

This is useful when users repeatedly submit records with the same status.

Why the State Component is Important

The State component plays a key role in workflow management.

By capturing status information in a structured way, it allows Praxsuite to:

• Track the lifecycle of records

• Organize tasks and requests by stage

• Enable workflow automation

• Support reporting and operational dashboards

• Maintain consistent process management

Because states are defined at the table level, they remain consistent across forms, dashboards, and automation rules.