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Filter Forms

Filtering forms helps you organize and access specific tasks faster, boosting productivity and reducing errors.

Updated over 2 weeks ago

Learn how to filter forms on our web app with these simple steps:

  1. Log in and Access Forms

    • Once you've logged in, select Catalog from the sidebar menu and click on Forms.

  2. Open Filter Options

    • Click on the filter icon to reveal the available filter options.
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      Forms list view in the Catalog section with the filter panel open and form details shown on the right.

  3. Add Filters

    • Select the corresponding filters you wish to apply to narrow down your form search.

  4. Apply Filters

    • Click on Apply Filters to display a new list of forms that meet your criteria.
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      Filter options displayed with "Mandatory" selected and an arrow pointing to the "Apply Filters" button.

  5. Remove Filters

    • To remove the applied filters, click on the X icon next to the filter icon or reopen the filter options and select Reset Filters.
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      Active filters visible with an arrow pointing to the "Reset Filters" button to remove them.

  6. Use the Search Field

    • You can also filter forms by typing the form name directly into the search field.
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      Search field used to filter forms by name, showing matching results in the list.


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