The main Forms Library view shows the forms available in your Docupace system (each client site may have a custom list of forms). The Forms Library view consists of:
Section of the view | Location |
|---|---|
Forms Filters Dropdown | Above the Forms Search Fields |
Forms Search Fields | In the left pane of the view |
Forms Table Columns | In the right pane |
Actions (buttons) | Above the Forms Table. The Actions differ if the Library is opened in the Selection Mode or in the Browse Mode. |
Forms Library view
Forms Filter Dropdown
A drop-down list of default and custom filters and reports is above the search fields. Selecting a custom report from this list will change the Search Fields and the Table Columns in the view.
Forms that are added to the list of Favorite Forms, can be filtered here as well.
Forms Search Fields
To search all available forms, enter values in one or several search fields and click Search.
To restart the search, click Clear.
For text fields the search options are:
contains
is
begins with
ends with
is empty
not empty
For multiple selection fields the search options are:
is one of
is empty
is not empty
The search fields that are shown by default are most of the fields described in the Form Details section.
Selecting a custom report from the dropdown list in the left top corner will change the Search Fields. You can click Customize Report to define Search Fields and Table Columns for your own customized view.
Forms Table Columns
The table fields that are shown by default are most of the fields described in the Form Details section.
In Browse Mode, click the selection checkboxes next to forms to perform an action on several forms together. In Selection Mode, use the selection checkboxes to mark which forms will be added to a Work Item.
Selecting a custom report from the dropdown list in the left top corner will change the table columns. You can click Customize Report to define Search Fields and Table Columns for your own customized view.