Form Log Overview

Every form in has a log view. This guide reviews the various commands and options.

  1. New button – adds a new record.
  2. Print button – allows the user to print a log as displayed on the view including any filters applied or sorts reflected.
  3. Ellipsis (...) button – allows access to Log and Form features.
    1. Configure Log – allows user to view what fields they wish to see in the log view.
    2. Batch Import – walks user through a 3 step import wizard for the form.
    3. View Shared With allows the user to see what records have been shared with a specific user.
    4. Customize Form Fields – allows user to add or modify custom fields on the form.