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.
Negative research
A negative research is characterized by the research methods not sent by assigned vehicles and not filled in by driver.
These methods create different table view than the method for filled forms. As columns there are only the vehicle resp. driver and the corresponding status shown. The status is distinguished between 
not transmitted and 
was transmitted. If there are no other filter options set, the system will check for each vehicle resp. driver if there were any forms transmitted while the specified time range or not. It is irelevant if the vehicle has any forms assigned to it at all. If a specific form type was selected, only vehicles that have this form assigned will be taken into account. It is also possible to restrict the search to specific vehicles.
As forms can not be assigned to a driver personally, in this research method there will always be all drivers taken into account, as long as there is not a specific driver selected in the search criteria.
There are no different research views for the negative research.
Exports
You can export the research result of form and negative research. You can use the following formats:
- Excel
- CSV
To export all forms you can use the control at the Quickbar. All filter criteria which are currently active will be used for the export.
To export a single form, click on the respective action in the action column or in the form details dialog. For single forms there is no CSV export possible.
Functions for single forms
You have different options to interact with single forms. Open the action menu in the action column of the table of the form you want to interact with. You can choose between the following actions:
| Actions | ||
|---|---|---|
| show form details | Shows all details and available information of the form. |
| show on map | Shows the position at which the form was transmitted. If the form was created iside the portal or there was no GPS signal while transmitting, no position is available. |
| edit form | Makes it possible to edit form data. You can not change information about the transmission (point of time, vehicle, driver) or the structure of the form. |
| show stats | Shows the statistic of all transmitted forms with this form type. You can view a summary per form field. Depending on the form fields type different information can be shown. |
 | export form as PDF | Exports the selected form as PDF |
| export form as Excel | Exports the selected form as Excel file. |
| delete form | Deletes the filled form from the management. |
