Dashboard Configuration

Personalising your dashboard view can assist in viewing what is important to you in an instant 

Example: I only want to see Service Cards in a stage of Submitted for Validation for everyone under my Organisation. 

Adding a Filter

On your Dashboard view navigate to Form Submission and select the Forms Submission Widget 

For the purpose of the above example, we will define Submission for Validation for Service Cards but this process applies to any form(s) in multiple stages. 

To select more than one form and stage to view select Ctrl+ clicking on the elements you wish to add. 

You can also add additional criteria to your view, Employees (the author of the form), order by, from the date, and how many forms per page you wish to see.

Select Save 

Your Forms will now show only the criteria you have specified

Removing Filters 

To remove the filter or change your filters, select the widget on Form Submissions as shown above and deselect the unwanted filters, and press Save 

This will clear all filters to view all submissions at any stage or update your new criteria