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. 

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