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Activity and Assessment Forms Grid
Activity and Assessment Forms Grid

How to find, filter, and export your form templates through the grid

Angela Lim avatar
Written by Angela Lim
Updated over 5 years ago

From the left-hand navigation menu, select Forms. By default, the list of Activity Forms will be displayed. You can switch back and forth between Activity and Assessment forms by clicking on the Activity Forms and Assessment Forms tab. 

To find a form by its name, locate the search field labeled Filter by Name. As you type a form's name, the filtered results will display below. 

Following the search filter are drop-down filters that allow you to find a form by its Tag or Program, or any combination of the filters. Search results are updated as you select filters.

When you are done with your filters, be sure to click the Clear Filters option located to the right of the main drop-down filters to show all of your forms again.

Columns can be sorted in ascending or descending order by clicking the column title

A plus sign option to the left of each form will expand a summary of additional form information.

This summary includes Tags, Program, and contact types the form is Restricted To. Click the minus sign to close the summary.

You have more options in the Forms Menu button, symbolized by three horizontal lines and located to the right of the column titles. 

This menu provides options to Toggle Filters, add or remove Columns by clicking available fields, or Export a list of all, displayed, or selected forms in comma separated value (.csv) file format.

When Exporting your forms, you can select all by clicking the checkmark column header, or select specific rows by clicking the checkmark to the left of each row you want included.

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