Forms pane—Record Listing View

The Forms pane, which appears in the top left corner of the Record Listing View, displays a list of started forms and custom views (if any) in alphabetical order. When you select a form, it is highlighted and its data appears in the Form Data Table.

The list does not include:

• Forms that had been started but then deleted.
• Dynamic forms that have no started instances.

Use the Forms pane to navigate between available forms that already have form instances started and have instances that meet the current filtering criteria.

• The counts of the currently filtered instances appear to the right of each form.

  There are no counts for custom views; a hyphen ( - ) appears in the count column.

• Instance counts are for forms only; itemsets are not counted individually.

The Forms pane displays forms and itemsets as follows:

• A form that has regular items and itemsets, or has two or more itemsets, appears in the Forms pane with its form name, and an itemset icon () underneath it for each itemset.
  • Clicking on the form name in the Forms pane displays the regular items in the Form Data Table.
  • Clicking on the itemset icon displays the itemset data in the Form Data Table.
• A form that has no regular items and contains only one itemset appears in the Forms pane without the itemset icon. The form is treated as the itemset itself for display purposes.
• If an itemset has a section RefName that is too long for display, it is truncated for display purposes. Use the hover Help to view the full section RefName.

You can also use the Forms pane to initiate the:

• Creation, display, and deletion of custom views.

  Custom views provide a way to view data from multiple forms in one view. Columns from multiple clinical forms can be put together into a single view on which you can create queries, verify items, and export the data to Excel.

  For more information, see Overview of creating custom views.