Create Form Search View

"Document and Forms Manager" users search for Apps using Basic or Advanced Search Filter available for each App within workspaces.

The application allows the users to save the Search criteria as 'Views' and share it with team members.

1. Enter search criteria for the forms you wish to view.

Fields available:

Select Form Type: displays all active and inactive forms assigned to the Workspace that each user has access to.

Form Status: displays a fixed list of available Statuses

• Closed

• Closed - All

• Closed - Approved

• Closed Approved with Comments

• Closed - Rejected

• Deactivated

• N/A - No Status

• Open

• Overdue - Open

      (Sorted Alphanumerically in ascending order)

Originator:  displays all user names listed underneath each organisation name (active and inactive).

Inactive Forms: displays options to view some or all forms within the form type

• Only Active Forms

• All Forms

• Only Inactive Forms

2. Click on Search to retrieve required forms.

4.  Click on "Create View" link to save the respective search criteria and create a view.

5.  Enter the respective View Name and appropriate search criteria.

6.  Select a role/organisation/users from the respective tab and click on 'Add Selected' button against the permissions to assign the permission.

7.  Click on Submit at the bottom to create the view. The created 'View' will be available to the members based on access control permissions of the view.

8.  Similar Views can be created for App types and App Distribution reports and can be shared with different team members.