Filter or Remove Filter from the List of Forms

You can filter the list of forms to limit the forms displayed and quickly find the ones you want to work with. When you are finished, you can clear the filter to see the entire list.

You can filter on multiple fields at a time, but only forms that match all the criteria entered are displayed. The list is only filtered for you. Other users are not affected by the filters you add.
  1. Select the menu icon in the upper left corner, then choose Forms.
  2. Select the Forms tab if it is not displayed.
  3. Select the Filter icon.
    The Filters pane appears.
  4. Enter filter criteria in one or more fields in the following areas, or clear the selected filter:
    • Ref
    • Location (where applicable)
    • Status
    • Form type
    • Form name
    • Form title
    • Issued to organisation
    • Owned by organisation
    • Owned by user
    • Created date
    • Status change date
    • Expiry date
    • Show overdue forms only
    • Open actions only
    • Search questions
    • Images
    • Documents
    • Comments
    • Associations
    Tip: Select an Area header to see the fields in that area. The filter button appears next to each header where filters are selected.
  5. To remove the filter, select the X next to the Filter pane name.
  6. Select Hide Filters to hide the Filters pane.
The list of forms is limited to just those that meet all the criteria you entered and the Filter button appears blue .
After you filter the list of forms, you may want to modify the filter. Follow the steps above to modify the filter.