Purpose
In the Form Management List page, the Adjust Filter option allows users to tailor the view of the Form Schemas list. This feature is designed to make identifying specific schema statuses quick and hassle-free.
What Can You Do With It?
The Adjust Filter tool lets you refine the visibility of your Form Schemas. With it, users can seamlessly sift through forms based on their release status. This ensures that you're seeing just what you need, whether it’s those ready to deploy, those in progress, or archived versions.
How Is It Done?
Navigate to the Form Management List page to begin.
Locate the Adjust Filter option at the top of the Form Schemas list.
Select the Released Status criteria to filter by. You have three options:
Released: See all finalized and available forms.
Unreleased: Focus on forms still in preparation.
Archived: Access forms that are no longer active but kept for record.
By following these steps, you'll customize your view to suit your current task needs.
Important Considerations
Double-check your chosen filter settings; this ensures the right forms are visible.
Remember that filter adjustments are user-specific and won’t impact other team members’ views.
Best Practices
Regularly update your filters to reflect changing priorities or phases of workflow.
Combine filters thoughtfully to maintain clarity and relevance in your form management tasks.
Share your filter settings with team members if you find a configuration particularly effective.