Search for and Filter Forms

• Required User Permissions:

  • 'Read Only' level permissions or higher on the project's Forms tool.

• Additional Information:

  • The search functionality respects any selected filters and will only search for items within the filtered results.

  • The filters that you apply will be retained for your next session unless you clear the filters.

• Create a Company Level Form Template

• Fill Out a Form

Search for a Form

1. Navigate to the project's Forms tool

2. Enter a keyword or phrase into the Search box.
   The following fields are searchable:

   • Name

   • Description

   • Created By (first name or last name)

Filter the Forms List

1. Navigate to the project's Forms tool.

2. Click the Add Filter drop-down menu and select one or more of the following filters:

   • Template

   • Created By

   • Created Date

3. Click Clear All to clear all of the filters.
   OR
   Click the X next to a filter's name to remove it.