Form Views

  • Updated

Who this article is for

  • Dashboard Users with access to Forms in the Assignar Web App
  • Those responsible for reviewing Forms submitted from the field
  • Note: starting July 1, 2024 all form results will be found in Field DataForms

After applying filters, hiding questions and sorting question order, you can save a view to easily access it later! Use the Save View button to save a view, and browse your saved views in the My Views tab. 

How to find form views

  1. Go to Field Data > Forms
  2. Click on My Views tab. Here you'll find 3 views:
    • Favorite Views - favorited views can be found here
    • Created Views - all created views can be found here
    • Public Views - views created by other users can be found here

Screenshot 2024-06-11 at 9.22.30 PM.png

 

How to save or update a form view

Screenshot 2024-06-11 at 9.18.54 PM.png

Save from new

  1. Go to Field DataForms
  2. Select and apply filters as needed
  3. Click Save View > Save as New View

Save from an existing view

  1. Go to Field DataForms > My Views
  2. Open an existing view
  3. Click Save View > Save as New View

Update a form view

  1. Go to Field DataForms > My Views
  2. Open an existing view and make the necessary updates
  3. Click Save View > Save Changes

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