View Tab

The View tab is where you access and manage your existing forms.

Overview

[SCREENSHOT MARKER: view-tab-overview] Description: Show the View tab with all main sections visible. How to capture: Click View tab, show sidebar, form list, and preview area.

The View tab shows forms you’re working on or have completed, organized by: - Status - Current, Submitted, Archived - Type - Forms vs Checklists - Role - Personal vs role-based

Sidebar Categories

My Forms

[SCREENSHOT MARKER: my-forms-expanded] Description: Show “My Forms” expanded with Current and Archived visible. How to capture: Expand My Forms group in sidebar.

Your personal forms organized by status:

Current - Forms you’re actively working on - Can be edited and submitted - Auto-saved progress (where supported)

Archived - Forms completed and archived - Historical records - Read-only

My Checklists

[SCREENSHOT MARKER: my-checklists-expanded] Description: Show “My Checklists” expanded with all subcategories. How to capture: Expand My Checklists group in sidebar.

Your personal checklists organized by status:

Current - Checklists in progress - Can be edited and submitted

Submitted - Completed checklists - Read-only

Archived - Historical checklists - Read-only

Role-Based Categories

[SCREENSHOT MARKER: role-categories-view] Description: Show role-based form categories in View tab. How to capture: Show sidebar with role groups expanded.

Forms shared with roles you belong to: - Organized by role name - May have forms and checklists - Access controlled by role membership

Viewing Current Forms

[SCREENSHOT MARKER: current-forms-workflow] Description: Show the workflow of viewing a current form. How to capture: Show selection in sidebar → form in list → form in preview.

  1. Click My Forms > Current in sidebar
  2. Browse the list of forms in the center panel
  3. Click on a form to open it
  4. The form appears in the right panel
  5. Continue editing or submit

Current Forms Features

  • Editable - Make changes to your data
  • Auto-save - Progress may be saved automatically
  • Validation - Real-time validation as you type
  • Multi-page - Navigate between pages
  • Submit - Complete and submit when ready

Viewing Submitted Forms

[SCREENSHOT MARKER: submitted-forms-workflow] Description: Show viewing a submitted form. How to capture: Navigate to Submitted, select a form, show read-only view.

  1. Click My Forms > Submitted (or My Checklists > Submitted)
  2. Browse submitted forms
  3. Click on a form to view it
  4. Form displays in read-only mode

Submitted Forms Features

  • Read-only - Cannot edit submitted data
  • Reference - View what you submitted
  • Metadata - See submission date and time
  • Workflow status - Check workflow progress (if applicable)

Viewing Archived Forms

[SCREENSHOT MARKER: archived-forms-workflow] Description: Show viewing an archived form. How to capture: Navigate to Archived, select a form, show archived view.

  1. Click My Forms > Archived (or My Checklists > Archived)
  2. Browse archived forms
  3. Click on a form to view it
  4. Form displays in read-only mode

Archived Forms Features

  • Historical - Forms past retention period
  • Read-only - Cannot edit
  • Searchable - Find old submissions
  • Permanent - Retained for records

Searching Forms

[SCREENSHOT MARKER: search-in-view-tab] Description: Show search functionality in View tab. How to capture: Type in search box, show filtered results.

Use the search box to find forms quickly:

  1. Type any part of the form name
  2. Results filter in real-time
  3. Works across current category
  4. Case-insensitive

Search Tips: - Use specific terms for faster results - Clear search to see all forms - Search works in all categories

Refreshing the List

[SCREENSHOT MARKER: refresh-button] Description: Show the refresh button location. How to capture: Highlight the refresh button in the toolbar.

Click the Refresh button to reload forms: - Updates with latest data - Useful if expecting new forms - Reloads current category

Form List Information

[SCREENSHOT MARKER: form-list-details] Description: Show form list with metadata visible. How to capture: Show list with form names, icons, and dates visible.

Each form in the list shows: - Icon - Form type indicator - Name - Form title - Last Modified - Date/time (hover to see)

Forms are sorted alphabetically by name.

Opening Forms

[SCREENSHOT MARKER: opening-form-detail] Description: Show the process of clicking a form and it loading. How to capture: Show before and after of selecting a form.

To open a form: 1. Click on the form in the list 2. The form loads in the right panel 3. Selection is highlighted in the list

Working with Workflow Forms

[SCREENSHOT MARKER: workflow-form-in-view] Description: Show a workflow form with workflow information. How to capture: Open a workflow form, show any workflow state or history.

Workflow forms (keyboard icon) may show: - Current state - Where the form is in the workflow - History - Previous actions and approvals - Next steps - What happens next - Notifications - Alerts about status changes

Role-Based Forms

[SCREENSHOT MARKER: role-forms-access] Description: Show role-based form categories with forms. How to capture: Select a role category, show the forms available.

Access forms shared with your roles: 1. Click on a role category in sidebar 2. View forms available to that role 3. Forms you have permission to access 4. May include forms and checklists

Tips for Efficient Viewing

Organization

  • Keep Current forms clean by submitting completed forms
  • Use Submitted for recent completions
  • Check Archived for historical data

Search

  • Use search instead of scrolling long lists
  • Be specific with search terms
  • Clear search to browse all

Workflow Tracking

  • Check workflow forms regularly
  • Look for forms that need your action
  • Monitor notifications for updates

Common Tasks

Task Steps
View current form My Forms > Current > Click form
Check submitted form My Forms > Submitted > Click form
Find old form My Forms > Archived > Search or browse
View checklist My Checklists > Current/Submitted/Archived
Check workflow status Open workflow form > View state/history

Next Steps

Next: Create Tab