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:

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 Image Added not transmitted and Image Added 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:

• PDF
• 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
Image Added	show form details	Shows all details and available information of the form.
Image Added	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.
Image Added	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.
Image Added	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.
Image Added	export form as PDF	Exports the selected form as PDF
Image Added	export form as Excel	Exports the selected form as Excel file.
Image Added	delete form	Deletes the filled form from the management.

Gather form inside portal