Cognito-forms – Edit multiple entries in Cognito Forms

I am a developer for Cognito Forms. Currently we don’t allow for additional users within a single Cognito account. However, this is a feature we are actively working on and plan to add in an upcoming release, and you can follow its progress on our idea board. In the interim, you can set each specific form to send its entry notifications to one or more email address. This is under the Form Settings menu, and you can check the box to include entry details as well. This would allow other people in your organization to review the entries without having to log in. Hopefully this is a good workaround for your organization until we add multi-user support, but if there are additional features you’d like to see, you can use our request form.

Entries in Cognito Forms can have an Entry Status of either Pending or Complete. All entries initially have a Entry Status of Pending, but administrators can mark entries as Complete when they have finished processing an entry. You can also quickly filter entries by Entry Status, which makes it easy to work through the current pending list.

We plan to leverage this Entry Status in the future to support additional features, including Save & Resume, where entries that have been saved but not yet submitted would have a different Entry Status, and workflow, where you may be able to define your own Entry Status options and trigger notifications and approval processes.

This Entry Status is separate from the Payment Status, which tracks whether an entry has been paid. This is helpful when you need to fulfill orders, as the Payment Status might be Paid if paid online when the entry was submitted or Unpaid if a cash or check option was selected. Separate from payment, you would use the Entry Status to determine if the goods or services had actually been delivered to the customer.

This is how filtering by Entry and/or Payment Status looks when managing entries: