Forms Grid Page
You can review form records of all types on the Forms Grid page based on your user role’s permissions. Access the Forms Grid page by clicking the Forms tab on the left sidebar. The main elements on the Forms Grid page are numbered in the screenshot below and descriptions are provided following the image.
- Search button: click to enter text in the search box and the grid will pull all forms that (1) contain the text and (2) you have permissions to access (read Grids for details).
- Forms grid filters: you can filter the Forms Grid to narrow down the forms displayed in the grid. By default, the "Form Type" filter will be set to "All". To add a form from the Forms Grid page, select a form type with the "Form Type" filter, as shown in the video clip below. You can add more filters by clicking the Filter Menu button (), selecting the fields by which you want to narrow down the grid data, then clicking Done. The filter menu includes all form fields across all form types.
- Forms grid: each row represents one form record in Case IQ. Click a form row and the its page will be loaded (see A Form's Page). You will only see forms that you have permissions to access on the Forms grid.
- Select forms: click the checkbox to select the form row and access additional grid actions (read Grids for details).
- Grid pages: navigate through the grid results using the page links below the grid. The number of records based on your filters and search criteria is shown at the right bottom corner of the page.
As the Forms Grid page displays forms of all types by default, you must select a “Form Type” in the filters to show the Add [Form Type] button. In the example below, the “Form Type” is set to “Interview”, so the Add Interview button is available. See Add a Form Record for more on creating forms.