When you select the
ProjectWise Field Data Management tile from
the Project Portal, Forms Register opens with a list of the forms in your
project, organized by category. You can select any form by selecting the
checkbox on the left of the form, or you can select all the forms by selecting
the checkbox header. To
view or edit Form
Details, select the form name.
Grid
Columns
The list of forms is organized with several columns, such
as Name, Status, and Created Date. When you select a column header, the list is
sorted by that attribute. For example, if you select the Name column header,
the forms list displays the form names in alphabetical order. To organize the
forms list using different columns than the columns available by default, from
the Gear
button, select
Configure Grid Columns. The Choose Fields to
Customize Grid dialog box displays.
From the Category dropdown, select the category that you want to
organize. The Available Columns list shows a list of the columns which you can
use to organize the category. The Selected Columns list shows the columns that
you are currently using to organize the category. Select the column you would
like to use to organize the category from the Available Columns list, and
select the
button. The column name moves to
the Selected Columns list, which shows the columns that you are currently using
to organize the category. To remove a column from the Selected Columns list,
select the column name and select the
button. The column name moves to
the Available Columns list. You can also change the order of the columns by
selecting a column from the Selected Columns list and using the
or
buttons. When you are finished
customizing the organization of the category, select
Save.
Filtering
You can filter the list or remove filters by selecting
the filter icon in the column header. To filter the list, select the filter
icon in the column header. If you
have already applied a filter, the filter icon displays in green. If you wish
to remove the filter, select
Clear from the dialog box that displays. If you
wish to add a filter, enter filter information in the dialog box.
The dialog box allows you to show the items in the list with a
value that has some relationship to the data you enter into the field on the
right of the dropdown. You can define the relationship using the dropdown,
where you can select "equals," "does not equal," "contains," "does not
contain," "starts with," "ends with," "does not have value," and "has value."
When you have selected the relationship type, enter the data into the field on
the right of the dropdown, and select
Filter.
Categories
To view forms in a specific category, from the Forms
Register, select the category from the Category dropdown. For more information
about categories, click
here.
Open and Closed
Forms
Forms can be either Open or Closed in
ProjectWise Field Data Management. For
more information about Open and Closed forms, click
here. By default, Forms Register displays the Open forms in
a category. To view Closed forms, select
Closed from the menu above the forms list. To
view both Open and Closed forms, select
All. To view Open forms that are assigned to
you, select
My Open Forms.
Exporting
Forms
From the
Actions button, you can export the list of forms
to an Excel file, or export complete forms to PDF files. For more information
about exporting files, click
here.
Assigning
Forms
You can assign forms to users from the
Actions button, or view forms that have been
assigned to you from the My Open Forms option. For more information about
assigning forms, click
here.