Users can search for specific forms in the forms listing using the following options:

Search Forms by Text

The search icon on the toolbar allows users to find forms containing specific text in the ID, Form Title, or Form Type.
Enter the required keyword in the search bar to display matching forms.

Column-Level Search and Filtering

Each column in the forms listing area includes its own search or filter option.
Hover over the required column header to search within a specific column.
Click the Search icon that appears.
Enter the required search keyword or criteria.

Example:

Filtering the Form Title column with the keyword RFI displays all forms whose Form Title contains RFI.

Multiple search filters can be applied at a time. Filter configurations can also be saved and shared. To learn more, click here.

Standard Filter Options for Forms

The table below lists the standard Filter options available for Forms, including their input type, function, and how to use them.

NOTE:

Each Filter has its own input type (dropdown, text box, or date picker).
Selecting a Filter will open a menu where you can enter the required input.

Name	Input Type	What It Does	How to Use It
Active / Inactive	Multiple Choice	Filters forms by their active or inactive status.	Select Active, Inactive, or both.
Assigned By	Multiple Choice	Filters forms with tasks assigned by selected users.	Search for a user or select one or more options from the dropdown.
Assigned By Org	Multiple Choice	Filters forms with tasks assigned by users from selected organisations.	Search for an organisation or select one or more options from the dropdown.
Assigned Date	Date Picker	Filters forms by the date tasks were assigned.	Choose Within, Between, or On. Enter the required details or select a date from the calendar.
Associations / Attachments	Multiple Choice	Filters forms by their associations or attachments.	Select one or more options: Associated Discussions Associated Files Associated Forms Associated Lists Associated Views External Attachments None
Close Due Date	Date Picker	Filters forms by their close due dates.	Choose Within, Between, or On. Enter the required details or select a date from the calendar.
Completion Date	Date Picker	Filters forms by the date their tasks were completed.	Choose Within, Between, or On. Enter the required details or select a date from the calendar.
Created Date	Date Picker	Filters forms by their creation date.	Choose Within, Between, or On. Enter the required details or select a date from the calendar.
Flag	Multiple Choice	Filters forms by their flag priority.	Select High, Medium, Low, or No Flag. Multiple options can be selected.
Form Code	Multiple Choice	Filters forms by their form group codes.	Search for or select one or more form codes from the dropdown.
Form Title	Text Box	Filters forms by their titles.	Enter a full or partial form title in the text box.
Form Type	Multiple Choice	Filters forms by their form types.	Search for or select one or more form types from the dropdown.
Last Status Change	Date Picker	Filters forms by the date their status last changed.	Choose Within, Between, or On. Enter the required details or select a date from the calendar.
Last Updated	Date Picker	Filters forms by their last updated date.	Choose Within, Between, or On. Enter the required details or select a date from the calendar.
Originator	Multiple Choice	Filters forms by their originators.	Search for a user or select one or more options from the dropdown.
Originator Org	Multiple Choice	Filters forms by their originator organisations.	Search for an organisation or select one or more options from the dropdown.
Recipient	Multiple Choice	Filters forms distributed to selected recipients.	Search for a user or select one or more options from the dropdown.
Recipient Org	Multiple Choice	Filters forms distributed to recipients from selected organisations.	Search for an organisation or select one or more options from the dropdown.
Recipient Task	Multiple Choice	Filters forms distributed with selected tasks assigned to recipients.	Search for or select one or more options from the dropdown.
Status	Multiple Choice	Filters forms by their status.	Search for or select one or more statuses from the dropdown.
Task Due Date	Date Picker	Filters forms by their task due dates.	Choose Within, Between, or On. Enter the required details or select a date from the calendar.
Task Notes	Text Box	Filters forms by text in their task notes.	Enter a full or partial word or phrase in the text box.
Task Status	Multiple Choice	Filters forms by the status of their tasks.	Search for or select one or more options: Complete Completed Late Completed on Time Deactivated Incomplete Incomplete and Overdue
User Ref	Text Box	Filters forms by their user reference.	Enter a full or partial user reference, or select Blank (--) to find forms with no user reference.
Workflow Stage	Text Box	Filters forms by the specified workflow stage.	Enter the required workflow stage in the text box.
Workflow Status	Multiple Choice	Filters forms by their workflow status.	Search for or select one or more statuses: -- Archived Cancelled Completed Failed Running NOTE: The blank (--) option displays forms for which no workflow has been initiated.

Related Articles: 'Project Forms' Navigation