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Creating Filter for Site Forms Listing
Creating Filter for Site Forms Listing
Updated over a week ago

From the site forms listing area, click on 'Filters' option with a down arrow showing at top right. It will populate filter options like 'Create Filter' and 'Saved Filters'.

Under the 'Create Filter' option, there is a search box using which you can start searching for the site form attributes you need to add in the search filter you are creating.

Select the site form attribute and specify search criteria for that attribute.

Once you specify the search criteria, it searches for the required data.

After applying the filter, click on funnel icon to see available options.

  1. Clear option enables you to clear applied filters if any.

  2. To save filter with specified filter criteria, click on Save option.

    It opens 'Save Filter' window which enables you to specify filter name. Specify filter name and click on 'Save' button to save this filter.

    Click on cross icon to cancel this process. The criteria is also available as the 'Last Unsaved Filter' for future use.

  3. In case you are editing an existing filter and want to save the changes as a new filter, click on Save as option.

  4. To understand how to edit or delete filters, click here.

To view list of saved filters, open the filter dropdown and select the tab 'Saved Filters'. Clicking on any of the saved filters will apply that particular filter.

List of filter fields with name, type and descriptions are given below.

Field Name

Field Type

Description

Active / Inactive

Multiple Choice

Displays two checkboxes as 'Active' and 'Inactive'. To filter all active and / or all inactive forms. Click on one or more values to select them and apply to the filter.

Assigned By

Multiple Choice

Displays a dropdown list of possible values for selected field. Matching values will auto-populate depending upon the characters you type in. Click on one or more values to select them and apply to the filter.

Assigned By Org

Multiple Choice

Displays a dropdown list of possible values for selected field. Matching values will auto-populate depending upon the characters you type in. Click on one or more values to select them and apply to the filter.

Assigned Date

Date Picker

To select date to filter forms by task assigned date.

Associations / Attachments

Multiple Choice

Displays different checkboxes - 'Associated Discussions', 'Associated Files', 'Associated Forms', 'Associated Views', 'External Attachments', 'Associated Lists', 'None'. To filter forms associated with discussions, other files, forms, model views or with external attachments, based on the selected checkboxes. Click on one or more values to select them and apply to the filter.

Close Due Date

Date Picker

To select date to filter forms by task due date.

Completion Date

Date Picker

To select date to filter forms by task completion date.

Flag

Multiple Choice

Displays a dropdown list of possible values for selected field. Matching values will auto-populate depending upon the characters you type in. Click on one or more values to select them and apply to the filter.

Form Code

Multiple Choice

Displays a dropdown list of possible values for selected field. Matching values will auto-populate depending upon the characters you type in. Click on one or more values to select them and apply to the filter.

Form Title

Textbox

To type in the characters to filter forms by form title.

Form Type

Multiple Choice

Displays a dropdown list of possible values for selected field. Matching values will auto-populate depending upon the characters you type in. Click on one or more values to select them and apply to the filter.

Last Updated

Date Picker

To select date to filter forms by last updated date.

Originator

Multiple Choice

Displays a dropdown list of possible values for selected field. Matching values will auto-populate depending upon the characters you type in. Click on one or more values to select them and apply to the filter.

Originator Organization

Multiple Choice

Displays a dropdown list of possible values for selected field. Matching values will auto-populate depending upon the characters you type in. Click on one or more values to select them and apply to the filter.

Recipient

Multiple Choice

Displays a dropdown list of possible values for selected field. Matching values will auto-populate depending upon the characters you type in. Click on one or more values to select them and apply to the filter.

Recipient Org

Multiple Choice

Displays a dropdown list of possible values for selected field. Matching values will auto-populate depending upon the characters you type in. Click on one or more values to select them and apply to the filter.

Recipient Task

Multiple Choice

Displays a dropdown list of possible values for selected field. Matching values will auto-populate depending upon the characters you type in. Click on one or more values to select them and apply to the filter.

Status

Multiple Choice

Displays a dropdown list of possible values for selected field. Matching values will auto-populate depending upon the characters you type in. Click on one or more values to select them and apply to the filter.

Task Due Date

Date Picker

To select date to filter forms by task due date.

Task Notes

Textbox

To type in the characters to filter forms by task notes.

Task Status

Multiple Choice

Displays a dropdown list of possible values for selected field. Matching values will auto-populate depending upon the characters you type in. Click on one or more values to select them and apply to the filter.

User Ref

Textbox

To type in the characters to filter forms by document reference.

Workflow Status

Multiple Choice

Displays four checkboxes - 'Running', 'Completed', 'Failed', 'Cancelled'. To filter all forms having running workflow, completed workflow, failed workflow or cancelled workflow, based on the selected checkboxes. Click on one or more values to select them and apply to the filter.



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