Users on Asite can filter form records using different search and filter options in the forms listing area.
You can simply mouse hover on the relevant column header and enter or select the necessary search filter criteria directly. For example, to search for a form with its title, go to the column header for Form Title. Next, do a mouse hover on the column header for 'Form Title' and click the icon corresponding to it, then type the search keyword as required. This will filter the forms having 'Form Title' matching the search keyword that you entered.
Further, you can create search filters by applying single or multiple filter criteria. Click here to learn more.
Following is a list of standard filter fields for forms, along with their descriptions.
Field Name | Description |
Active / Inactive (Multiple Choice) | Filter information related to forms which are active or inactive. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available options - 'Active', 'Inactive'. |
Assigned By (Multiple Choice) | Filter information related to forms having tasks assigned by selected users, listed based on their organisation. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Assigned By Org (Multiple Choice) | Filter information related to forms having tasks assigned by users from selected organisations. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Assigned Date (Date Picker) | Filter information related to forms having tasks assigned within a selected time or date range or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Associations / Attachments (Multiple Choice) | Filter information related to forms having associations or attachments as per selected filter options. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available options - 'Associated Discussions', 'Associated Files', 'Associated Forms', 'Associated Lists', 'Associated Views', 'External Attachments', 'None'. |
Close Due Date (Date Picker) | Filter information related to forms having close due dates within a selected time or date range or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Completion Date (Date Picker) | Filter information related to forms having tasks completed within a selected time or date range or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Flag (Multiple Choice) | Filter information related to forms having flags as high, low, medium, or none. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available options - 'High', 'Low', 'Medium', 'No Flag'. |
Form Code (Multiple Choice) | Filter information related to forms belonging to selected form group codes. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Form Title (Textbox) | To type in a form title as a search keyword and accordingly filter out information related to forms having titles matching that particular text. Populates a text box wherein you can enter the required search content. |
Form Type (Multiple Choice) | Filter information related to forms belonging to selected types. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Last Status Change (Date Picker) | Filter information related to forms with their status last changed within a selected time or date range or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Last Updated (Date Picker) | Filter information related to forms last updated within a selected time or date range or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Originator (Multiple Choice) | Filter information related to forms created by selected originators, listed based on their organisation. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Originator Org (Multiple Choice) | Filter information related to forms having originator organisations from selected organisations. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Recipient (Multiple Choice) | Filter information related to forms distributed to selected recipient users, listed based on their organisation. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Recipient Org (Multiple Choice) | Filter information related to forms distributed to recipient users from selected organisations. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Recipient Task (Multiple Choice) | Filter information related to forms distributed with selected tasks assigned to its recipient users. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Status (Multiple Choice) | Filter information related to forms having selected statuses assigned to them. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. |
Task Due Date (Date Picker) | Filter information related to forms having tasks with due dates within a selected time or date range or a date selected from a calendar. It populates a list of radio button options for the selected filter from which you can choose any option. You can then enter additional details to filter the list as required. |
Task Notes (Textbox) | To type in a word or a phrase as a search keyword and accordingly filter out information related to forms having tasks with task notes matching the entered text. Populates a text box wherein you can enter the required search content. |
Task Status (Multiple Choice) | Filter information related to forms having tasks with selected statuses. It populates a searchable dropdown list of possible or suggested options for the selected filter from which one or more options can be selected individually. Available options - 'Cleared', 'Complete', 'Completed Late', 'Completed on Time', 'Deactivated', 'Incomplete', 'Incomplete and Overdue'. |
User Ref (Textbox) | To type in a user reference as a search keyword and accordingly filter out information related to forms having User Ref matching that particular text, or select the 'Blank(--)' option and filter out information related to forms having User Ref as blank. Populates a text box wherein you can enter required search content and an additional option to filter by blank values if applicable. |
Workflow Status (Multiple Choice) | Filter information related to forms having selected workflow statuses. Populates a searchable dropdown list of possible or suggested options for the selected filter, out of which one or more options can be selected individually. Available options - 'Archived', 'Cancelled', 'Completed', 'Failed', 'Running'. |
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