Overview of the Docupace Forms Library and Search Functionality
- Inese Auzina
- Mercedes Rothwell
Attention: Please contact Support to deploy any new PDF forms for your site, or refer to the Admin Guides on Forms Change Management for instructions on tracking form changes.
The main Forms Library screen displays the forms accessible within your Docupace system, with each client site potentially featuring a unique selection of forms. The Forms Library screen is comprised of:
Section | 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 depending on whether the Library is opened in Selection Mode or Browse Mode. |
Forms Filter Dropdown
Above the search fields, a drop-down list of default and custom filters and reports is displayed. Selecting a custom report from this list changes the view's Search Fields and Table Columns.
Forms added to the list of Favorite Forms can also be filtered here.
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 top left corner will change the Search Fields. You can click Customize Report to define Search Fields and Table Columns for your 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 act 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 top left corner will change the table columns. You can click Customize Report to define Search Fields and Table Columns for your customized view.