Distribution & Fieldwork

Understanding the Survey Status Machine and Valid State Transitions

Updated

Learn the four survey statuses and which transitions between them are allowed, so you can manage fieldwork confidently.

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Overview

Learn the four survey statuses — Draft, Live, Paused, Closed — and which transitions between them are allowed, so you always know what a given action will do.

The statuses

Status Accepting responses? Editing
Draft No Full — reorder, delete, change types
Live Yes Safe changes only (reword, add options, append)
Paused No (temporarily) Safe changes only
Closed No (permanently) Locked; data remains available

Valid transitions

  • Draft → Live — launch, manually or on schedule.
  • Live → Paused — temporarily stop new responses; resume later.
  • Live → Closed — end fieldwork for good.
  • Paused → Live — resume collection.
  • Paused → Closed — end fieldwork from a paused state.

The survey list showing statuses

Tips

Tip: Use Paused whenever there's any chance you'll collect more later — it's fully reversible. Reserve Closed for "we're done", because it's meant to be final.

Note: Going Live is the moment editing locks down to safe changes only. Get question order, deletions, and types right in Draft — those can't be changed once responses start arriving.

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