The Data Viewer toolbar provides centralized options in menu format for the actions you can perform on the data in the Data Viewer. The toolbar is located at the top of the Data Viewer window, and appears in the Summary View, Record Listing View, and Record Comparison View.
Note: The options that appear in the toolbar vary depending on the current view. Options that are not available for the current view are not visible; options that are not applicable to the current selection(s) are disabled.
Components—Data Viewer toolbar
Control | Description |
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Sites button or Visits button | The button label changes based on the grouping of the summary data.
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Other Views drop-down list |
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Open Comparison View drop-down list | Provides a list of all started forms so that you can pick a form to view in the Record Comparison View. Note: This option is only available in the Record Listing View. |
View Comments icon
| Opens the Comments View in a separate window. The comments appear with the currently selected filtering criteria. |
Options drop-down list
| Provides options to customize the current workspace and column displays.
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Excel icon | Opens a File Download dialog box from which you can open or save the data from the current Data Viewer view in Excel spreadsheet format. |
Freeze icon | For the selected rows or cells, prevents site users from entering data, editing existing data, or adding comments. A CRF that is frozen allows queries and signatures. |
Unfreeze icon | For the selected rows or cells, returns the ability for site users to enter data, edit existing data, or add comments. |
Lock icon | For the selected rows or cells, prevents all tasks, except for electronic signatures, from being performed on a CRF. |
Unlock icon | For the selected rows or cells, returns the ability to perform all tasks on a CRF. |
Go To Record Listings icon | Opens the Record Listing View. Note: This option is only available in the Summary View after you select a data cell. |
Source Verify drop-down list
| For forms:
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Review drop-down list | For the selected rows or cells, assigns a custom review state. For more information, see Custom review states in the Data Viewer. |
Create Query icon | Opens a dialog box, from which you can create queries for selected items. Note: This option is only available in the Record Listing View and the Record Comparison View. |
View Queries icon | Navigates to the CRF so that you can view any queries for the selected item. Note: This option is only available in the Record Listing View and the Record Comparison View. |
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