Viewing Forms
Learn how to navigate your forms, use filters to find what you need, and access detailed form information.
Form Types List
When you click "Forms" in the sidebar, you'll first see a list of available form types for this project. Each card shows:
- Form type icon and color
- Form type name (e.g., "Hot Work Permit")
- Number of forms in each status
Click on a form type to see all forms of that type.
Forms List
After selecting a form type, you'll see a table of all forms. Each row displays:
| Column | Description |
|---|---|
| Checkbox | Select forms for bulk actions (export) |
| Form Number | Unique identifier (e.g., "HWP-001") |
| Status | Current workflow status with color badge |
| Initiator | Who created the form |
| Last Action | Most recent action taken |
| Created | When the form was created |
Searching Forms
Use the search box to find forms by their form number. Type the number (or part of it) and press Enter or wait for results to appear.
Filtering Forms
Use the Status Filter dropdown to show only forms in a specific status:
- All Statuses: Show everything
- Draft: Forms not yet submitted
- Pending: Forms waiting for action
- Approved: Forms that have been approved
- ...and any other statuses defined for this form type
Combine Search and Filter
Opening a Form
Click anywhere on a form row to open the form detail view. Here you can:
- View all form fields and their values
- See the form history (who did what, when)
- Take actions if available
- Export the form as PDF
Form Detail View
The form detail view has several key areas:
Header
- • Form number and form type name
- • Current status badge
- • Back button to return to list
- • Export menu
Questions
- • All form fields with their labels and values
- • Editable fields if you have permission
- • Read-only fields shown but not editable
Info Panel
- • Click "Info" button to open
- • Shows form metadata (initiator, dates)
- • Full action history with timestamps
Actions
- • Available actions shown as buttons
- • Actions depend on current status and your permissions
Viewing Form History
Click the "Info" button (or icon) to see the complete history of a form. The history shows every action taken, including:
- Who performed each action
- When the action was performed
- What the action was (Created, Submitted, Approved, etc.)
- Any comments left with the action
- Status changes
Bulk Export
To export multiple forms at once:
- 1Check the boxes next to forms you want to export
- 2Click the "Export" dropdown button
- 3Choose format: CSV, JSON, or PDF