Saving your Filter Searches

Below shows you an example of how to save your search filters that are used on a regular basis.

These examples shows how to save your Form and Submission preference but can be used in any module of the system that has a filter option.

Now you are regularly searching for the same list of forms, let's look at how you can save this search for future use.

Whilst in the forms list Select Filter, this will expand the search area.

You can enter keywords for the form types based on the name that you are looking for, or if you are looking for a workflow or category you can choose from there.  Once you have entered your search requirements hit Enter or click Filter.  For this example we are looking for anything to do with Services.

Once your search results have come back you can save this search for future use to save time.  

To do this click on Save View.

A new window will appear allowing you to save your view.

Once you have named your search click Save.  

A new tab will appear named ‘ My Views’, click the tab and you will see all your saved searches.  

From here you can click on which search you want and it will do this with the saved parameters.

Filtering Submissions and Saving Searches

Now that the forms have been submitted, you may need to search for the same few forms to review. Let's look at how we can do this and save the search for future use.

In the submissions page select the All tab and then click on Filter.

You can choose to search for a specific form and or author and date period.  

If you are looking for specific steps of the form you can choose multiple steps by clicking on the required steps.  

Once you have chosen your parameters hit Enter or click Filter. 

You can now save this search for future use by clicking on Save View.  

Enter the name for the search and click Save. Once saved a new tab will appear. Click  ‘My Views’, you will see all your saved searches as previously shown.