--- title: "Manage Form(s)" slug: "clone-manage-forms-prelude" updated: 2024-12-02T12:29:07Z published: 2025-12-17T09:27:42Z canonical: "help.symphonysummitai.com/clone-manage-forms-prelude" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # 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](/summit-platform/docs/manage-forms#grid) - [Filters](/summit-platform/docs/manage-forms#filters) - [Search](/summit-platform/docs/manage-forms#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: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683801543200.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683805872329.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D) 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: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683805872329.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)Figure: Filters 2. Click **Add Filter**. The following screenshot is displayed: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683871345586.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)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: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683871607114.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)Figure: Advanced Filter 2. Click **Add Filter Set**. A sample screenshot is shown below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683871696581.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)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. | | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683873380890.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D) | Click Delete icon to delete any filter conditions. | | ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683873399546.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D) | 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: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683876130090.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D) 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: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683890806200.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)Figure: Filters - Individual Column 2. Specify the filter criteria based on your requirement. A sample screenshot is shown below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683891704902.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)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: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1683890202530.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)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:![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1684132474684.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)Figure: Edit Form - Listing page 3. Click the ID hyperlink to view the configured details for the form.![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1684134594102.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)Figure: Form Details page 4. Edit the required details of the form and click **Save** and then click **Submit** after the **Summary**tab 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Change%20History%20and%20Versioning.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Change%20History(1).png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Change%20History%20Details.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)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: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710143582633.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)Figure: Change History - Image - Read More Click **Read More** link. The inserted image gets displayed in popup. A sample screenshot is shown below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710148649738.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)Figure: Change History - Image ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710149641245.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)Figure: Change History Details ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1710149801721.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Versioning.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A15%3A59Z&se=2026-11-08T17%3A15%3A59Z&sr=c&sp=r&sig=eIM2DWM1eUTPSDOZumgbbCpIdnl8PBKalPmtwZW%2Fjko%3D)Figure: Versioning