Filter 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.

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. Click on Forms in the header.
  2. Click the Filter button.
    The Filters pane appears.
  3. Enter filter criteria in one or more fields in the following areas:
    • Ref
    • Location
    • Status
    • Form type
    • Form name
    • Form title
    • Issued to organisation
    • Owner by organisation
    • Owned by user
    • Created date
    • Status change date
    • Expiry date
    • Show overdue forms only
    • Open actions only
    • Search questions
    Tip: Click on an Area header to see the fields in that area. The filter button appears next to each header where filters are selected.
  4. Click the Hide Filters button 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. You may also want to remove the filter. See Remove Filters from the List of Forms for details.