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Project Forms Navigation

This article helps you understand how to navigate across 'Project Forms' tab.

Updated yesterday

Users on Asite can navigate through project forms by clicking the 'Project Forms' tab.

Clicking the 'Project Forms' tab provides a list of all recent communications done through forms.

Click on the below links to access their detailed help:


Forms Listing

The default 'Apps' view lists all the forms that the user has recently created. Click any form to view a detailed thread including its responses made by the team members.

Clicking the 'Project Forms' tab, all the forms created across all projects are displayed.

Folders - The folder tree view contains a list of projects and their folders. Clicking the project name extends to display a list of folders for the respective project. The folder contains form types that are available and activated within the project. Users can right-click on the form type to mark it as a favourite. Favourite form types are visible in the 'Favourite Apps' gadget on the dashboard.

Forms Listing - Forms listing contains the form details which are dynamically based on the columns configured by the user for display. Columns can be customized based on their requirement. Clicking the form ID link, it launches the Asite Form Viewer displaying the form message threads. Select a project and click on any project form to view a detailed thread including responses by the team members.


Forms Paging

Forms paging allows users to choose results per page. Users have an option to select 10, 25, 50,100 or 250 records per page.


Customize Columns

Users on Asite can customize columns for form listing.

Move a column via drag-and-drop

Users can move the position of any column available in the listing area via drag and drop. The column order set is saved as the user's personal preference and is applicable across all the projects.

Configuring columns across the listing area

Users on Asite can add, remove, or set the width of any column from the available list across the listing area.

Click the 'Customize' button at the bottom right. A popup will appear containing the list of all the available columns. Select the required columns to add here. Use the 'Ctrl' key to select multiple controls at a time.

On click of the right arrow icon, all the highlighted columns are moved to selected fields.

Users will be able to set the display order of the fields i.e. the order in which the fields will be displayed on the screen, by clicking the up and down arrow icons. This will move the selected columns up or down.

Users will also be able to remove the already selected columns by clicking the left arrow icon. It will remove all the highlighted columns.

On click of the 'Update' button, it will save the changes and hide the callout.

On clicking the 'Close' button, it will hide the callout without saving the changes.


More Options

'More Options' allows users quick access to form tasks. Select forms and click on 'More Options' to perform a batch process.

You can access the below tasks from 'More Options':

Project Form - To create a new form.

Task - For Information - To complete the 'For Information' task on forms.


Related Articles: Forms Filter


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