In menu point forms you have the opportunity to create custom forms, assign it your vehicles and administrate transmitted data.
Form research
In form research you can view already filled-in and transmitted forms and do research within them.
Research view
You can choose between three different views:
- summary
- detailed view
- scrollable view
The views differ by how they display the form data. In summary all form data is summarized into a single column. The detailed view sets one column per form field. Depending on the size of your form, horizontal scrolling might be needed. Scrollable view extends the detailed view by static columns. If you now scroll horizontaly inside your table, all columns that don't contain form data stick to their static position, making you scroll only inside of form data entries.
You can change the view at any time.
Your preferred view wwich should be shown on starting the module can be set in the settings. Here you can also specify how many table rows should be shown per page.
All other controls are not altered by choosing a view.
Furthermore the form research has the following functions inside the Quickbar:
| Quickbar controls | ||
|---|---|---|
 | Export | Here you can export all form data as PDF, Excel or CSV. The current filter options are used to restrict the data. |
 | Set Quicklink | Set page as QuickLink. |
 | Help | Open help page in documentation. |
Research by selectable search criteria
To filter within displayed forms, you can use the search on top of the page. Click on show advanced search, to be able to select other criteria besides free text search. Overall there are the following search criteria:
| research form search criteria | |
|---|---|
| free text search | Using free text search you can filter inside the columns vehicle, driver, form and form data. The search item is used as a whole. Therefore it is not possible to search for catchphrases in multiple columns at once. To finish you input and apply the filter, click on the search button. |
| research method | Using research method you can search for specific status of a form. You can choose between for filled forms, not sent by assignd vehicles or not filled in by driver while the specified time range. (see negative research) |
| time range quick selection | Here you can choose between a set of predefined time ranges to restrict your result. |
| time range manually | Analogously you can also set your time range manually. To do so, set a start and finish date. |
| form type | Here you can restrict your search to a single form type. To undo this selection select the entry "show all forms". |
| vehicle | Here you can restrict your search to a single vehicle or a vehicle group. To undo this selection select the entry "show all vehicles". This search criteria is not available if you are currently searching for forms not filled in by driver. |
| driver | Here you can restrict your search to a single driver or a driver group. To undo this selection select the entry "show all drivers". This search criteria is not available if you are currently searching for forms not sent by assigned vehicles. |
All search criteria can be linked by a logically AND operator.
Within your search result you can also sort by a specific column. To do so, click on the head of the respective table column. Sorting by action column is not possible. You can only sort by form data, if you are currently filtering by a form type. In detailed and scrollable view you are prompted to pick a form type from the set of forms which were filled in the specified time range. In summary view you are prompted to pick the entry by which the table should be sorted.