Status | Description |
Created | Initial status when the case is first set up.
The case was created. |
Draft | Used for multi-entity cases. The case is in preparation but not yet actively engaged with the client.
The case has been created, but the invitation has not been sent to client. |
Submitted | The flow is submitted but still waiting for some data for third-party integrations. |
In progress | When one entity has completed the first step. |
Pending | Used for multi entity cases, when the primary entity has not yet verified. |
Completed | When all data on the case is received. |
Failed | When the case has been submitted, but not completed in x (determined in your personal case settings) days.
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Abandoned | Automatically set to abandon a case after a given number of days. This can be configured as needed. |
Declined | Manually set to decline. |
Archived | When an entity is archived. |