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Summary view

Summary view is available for repeating forms. In summary view, form data items appear in table format with each form appearing in a row. Each row has an underlined number in the leftmost column and a traffic light in the column next to it. When you click the number or the traffic light, the detailed view of that row appears. You can sort these rows by clicking the column headings. If applicable, a frozen or locked icon also appears in this column.

The far right column displays a comment and audit trail icon that provide access to comments and audit trail activity that apply to a particular instance of the form. For example, to view the audit trail of a deleted instance (indicated with each data item crossed out), click the audit trail icon for that instance.

Using summary view to initiate commands on multiple instances

The summary view is useful for performing the same action, such as locking, freezing, source verifying, or deleting, on several different form instances at the same time.

To perform one action on several forms:

  1. In the summary view, click the action button you want to perform. (If the action does not appear in the row of command buttons, find it in the Select Action list and click Apply.) The summary view reappears with a column of check boxes along the left side.

  2. Select the checkbox next to the form instance or instances on which you want to perform the action you selected in step 1.
  3. Click the button for the action you want to perform (for example, Mark SV Ready).
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