Filter Forms

How Do I Sort and View Forms?

All Users

By default, SETWorks displays only the most recent forms (from within the last calendar year). You can use the Filter Forms button to view older forms. Read the following article to learn more. 

Filter Forms

Expand the Filter Forms button to view the filtering options. 

Filtering Options

Form - Filter by the name of the form. 

Authorization - Filter by the authorization associated with the form. 

Department - Filter by the department associated with the form.

From and To - Use the date filters to filter by the form date. Please note that the form date is the date selected on the form, not the date it was created or updated. 

Created By - Filter by the User that created the form. (Saved it for the first time).

Updated By - Filter by the User that last updated the form. (Saved it most recently).

Sort By - Control the order of the forms grid. You can sort by created or updated date, ascending or descending. 

Drafts - Control whether the forms grid displays only non-draft forms, or only draft forms, or both.

Severity - Filter by severity level of the form.

Form Status - Filter by a specific form status option. See Form Status for more information.

Please note that not all forms grids display the same filtering options. The screenshot used in this article shows the consumer forms grid. 

• Related Articles

• Forms Enhancements - Fall 2021

  Major Forms Enhancements We’re introducing several new features for Forms: Draft Mode - The Save Draft feature allows the user to save copies of their form entries without needing to complete all required fields. Draft forms can not be signed. Once a ...

• Deleting a Form

  Deleting a form should only be done if the user is aware that this action is irreversible and is certain that the form, along with it's signatures & data that cannot be retrieved, is no longer needed. To delete a form, simply choose the Delete option ...

• Duplicating a Form

  Duplicating a Form in SETWorks Duplicating a Form - How to Administrators, Managers Duplicating Forms a in SETWorks is a simple way to be able to modify a Form without losing any historical data from the original.  To be able to Duplicate a Form ...

• Confidential Forms

  How Do I Create Forms for Sensitive or Private Information? Administrators SETWorks allows users to create several different types of forms. We refer to these types as entities. The new entity types of "Confidential Consumer" and "Confidential Staff" ...

• About Forms

  What are Forms in SETWorks? Administrators, Managers Forms are used just as paper-forms - fill out the required information to submit to a funder/stakeholder, etc. Forms allow you to pull in data from other places in SETWorks in order to be efficient ...