Manage Form(s)

Filter the forms meeting a certain criterion in one shot. Provision to display the set of forms either in list view or tile view as per your requirement. You can toggle from list view to tile view or vice-versa using a simple toggle switch.

View

You can view the list of configured forms using following options:

• Grid
• Filters
• Search

To view the list of configured forms, perform the following steps:

1. Navigate to Design Studio, select the required application and module. 
2. Click Form Designer. The Form Designer list page is displayed. A sample screenshot is shown below:
   Figure: Design List Page - Filters, Grid, Search
   
   It displays the list of configured forms. A specific list of forms can be viewed based on applied filters or search criteria. Also, the list can be viewed in Tile view or List view as per requirement.

Grid

Manage the visual balance of the displayed information using two different views.

To view Form Designer list page in list view, perform the following steps. 

1. On the Form Designer list page, click Grid icon on the top right corner just above the list of forms. It displays all configured forms in a grid view. The information for an individual form is displayed in tabular form.
   
   
2. On the Form Designer list page, click List icon on the top right corner just above the list of forms. It displays all configured forms in a list view.

Filters

You have the provision to apply filters on all of the columns or on an individual column. This functionality allows you to control the exclusion or inclusion of specific data as per your requirement. You can focus on the required data with better analysis.

To apply filters on all the columns, perform the following steps:

1. On the Form Designer list page, click Filters icon on the top left corner just above the list of forms.
   

Figure: Filters

You have the provision add new filters or to use saved view with pre-defined filter conditions.

 Add Filter

You can add new filters as per your requirement with available options of fields and operators. You can also delete any specific filter using delete icon if not required any more. 

To add filter, perform the following steps:

1. Click Filters icon. The following page pop up is displayed:
   Figure: Filters
    
2.  Click Add Filter. The following screenshot is displayed:
   Figure: Add Filter

Advanced Filter

The Advanced filters allows you to define filter conditions at more granular level with additional filter options.

1. Click Advanced Filter icon to add advanced filters. A sample screenshot is shown below:
   Figure: Advanced Filter
   
   
2. Click Add Filter Set. A sample screenshot is shown below:
   Figure: Advance Filter - Conditions

The following table describes the fields and description of Advance Filter popup.

Field Name	Description
General
Field	Select the field from the available list of options.
Operator	Specify the operator for the condition. Available options are as follows: Is  Contains Equals Does not contain Not Equals (!=)
Value	Specify the field value for the selected operator. It will not display the sensitive data. Example: If the Field is selected as Requestor, in this case, the logged-in user will not be able to see the list of all Requestors in Value drop-down list. The logged-in user will not have visibility of of all the Requestors available in the System across customers.
	Click Delete icon to delete any filter conditions.
	Click Add icon to add one more row to add filter conditions.
Clear All	Click Clear All to remove all filter conditions.
Cancel	Click Cancel to remove a specific filter condition.
Apply	Click Apply to remove apply a specific filter condition.

The applied filters count is displayed on the top along with filter icon. It will provide a quick reference to the applied filters. A sample screenshot is shown below:

Figure: Filters Count

You can apply filters on individual columns as well as per your requirement.

To apply filters on individual columns, perform the following steps:

1. On the list page, click the filter associated with individual column. A sample screenshot is shown below:
   Figure: Filters - Individual Column
   
   
2.  Specify the filter criteria based on your requirement. A sample screenshot is shown below:
   Figure: Filters - popup
   
   
3. Click the Filter icon to view the following filter options. Select the March All or Match Any option from the list to filter the data based on the condition selected. The Match All option is selected, by default.
   
   
4. Select the option to compare the data based on the conditions. Available options are as follows:
   • Start With
   • Contains
   • Does Not Contains
   • End With
   • Equal
   • Not Equal
   • Less Than
   • Less than or equal to
   • Greater Than
   • Greater than or equal to
   • Between
   • Is
   • Is Not
   • Is Anything
   • Is Empty
   • Is Not Empty
   • Is One Of
   • Is Not One Of
   • Date is 
   • Date is not
   • Date is before
   • Date is after
   • Active
   • Not Active
   • Dynamic
     
     
     The following filter options are available for numeric column values:

     • Less than
     • Less than or equal to
     • Greater than
     • Greater than or equal to
     • Is One Of
     • Is Not One Of

     The following filter options are available for date column values:

     • Date is 
     • Date is not
     • Date is before
     • Date is after

     The following filter options are available for toggle Active:

     • Active
     • Not Active 
5. You can click Clear to clear the configured filter and click Apply to set the filter condition.

Filters are retained when even if the End User is navigating back and forth between the list and details page in Dynamic Forms. It includes Admin and Transaction forms.  Let's understand it with the following steps:

1. Navigate to a dynamic form’s list page such as Manage Incidents Transaction Form or a Priority Admin Form.
2. Apply the required conditions to filter the list page data. For Example: Status as In-Progress. 
3. Upon filtering, the Form Designer list page displays the filtered records with Status as In-Progress. Click Incident ID hyperlink of the desired record and open the details page.
4. Reviews the record details. Click Back button or any of the action buttons such as Save, Cancel and Reset.

The Form Designer list page will still be displaying all filtered records with Status as In-Progress.

Apart from Filters, the following other settings will also be retained even if the End User is navigating back and forth between the list and details page in Dynamic Forms.

• Pagination
• Number of Records to Show
• Page Number
• List Page View
•  Configure Columns
• Group by Tab
• Individual Column level Filters
• Individual Column level Sorting

Search

The Search function enables you to search the configure form(s). You can click the search icon and type the form(s) which you want to search.

In the Form(s) listing page, click Search icon and type the required form(s) which you would like to search. The application displays the result in the result section for the typed form(s). A sample screenshot is shown below:

Figure: Form - Search

Click X (close icon) to clear the searched criteria entered.

Edit Form(s)

The edit form(s) enables you to edit configured form details based on the requirement.

To edit form(s) details, perform the following steps:

1. Navigate to Design Studio, select the required application and module. 
2. Click Form Designer. The Form Designer list page is displayed with a list of forms. A sample screenshot is shown below:Figure: Edit Form - Listing page
   
   
3.  Click the ID hyperlink to view the configured details for the form.Figure: Form Details page
   
   
4.  Edit the required details of the form and click Save and then click Submit after the Summarytab to save the modified changes.

   Change History and Versioning

   A Form Designer's Change History is often a log or record of any alterations, updates, or changes made to the calendar throughout time. The term Versioning describes the process of keeping track of various changes or versions of the calendar over time.
   Figure: Versioning and Change History
   
   Change History helps in maintaining transparency, compliance, and accuracy in managing holiday schedules and time-off for employees. The change history feature provides historical reference to each amendment and is a great audit trail.
   Figure: Change History
   
   The below figure represents the changes made to each item along with the timestamp and user details. Change History gives a detailed overview of changes made to each record.
   Figure: Change History details
   
   Images and URLs in Change History
   View multimedia changes as well along with textual changes done on any record. The End User can add images and URLs in the diary field as rich text editor. The Change History will capture the rich content (Images and URLs) also for the relative record along with textual changes. It will provide a comprehensive view of the record's evolution over time.
   
   A clickable textual link Read More will be displayed alongside the 3 dots (...). A sample screenshot is shown below:
   Figure: Change History - Image - Read More
   
   Click Read More link. The inserted image gets displayed in popup. A sample screenshot is shown below:
   Figure: Change History - Image
   
   Figure: Change History Details
   
   Figure: Message
   
   Versioning
   Versioning helps to understand the number of revisions done to a record. Example: The figure below depicts v6 which shows that there were 6 revisions done to record.
   Figure: Versioning