ProjectWise Field Data Management Help

Forms Register

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.