WebForm List in PICSWeb

Selecting Forms > Forms from the side menu will open the Form List page. This page displays a list of WebForm instances and indicates their progress from being sent out to submitted. For each form, the following details are shown:

  • Title

  • Form Owner – This is the PICSWeb User responsible for the form.

  • Form Type – This is the custom form template on which the form is based. Form types are maintained in WebForms Configuration.

  • Last Modified data and time

  • Status

  • Remote Signature Summary – If you have sent the form out for Remote Fill and Sign, the number of signatures collected and the number required will be shown here. 

Tickboxes are also available by each form in the list. You can use these boxes to Bulk Process Forms.

Optional Fields

Click the list icon on the top right to configure optional fields.

Here you can select up to three additional columns to be shown.

Fields with multiple names can be added as a comma separated list. You can have up to three fields per optional column.


Filtering the List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the  icon to run the search and apply your filters.

  • Sort By – Here you can use the drop-down menu to choose how the list is ordered.

  • Search – Here you can search by form Title and ID.

  • Status

  • Modified Status - Here you can filter down to forms modified within a given time period. This defaults to forms modified in the last 7 days.

  • Remote Signature Status

  • Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.

Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:

  • Form Type

  • Owner

  • Head Office User

Exporting the List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Form Actions

Selecting the ... icon by a form in the list will open a menu with the following options:

  • Summary – This will open the Form Summary, where you can view the form answers and other details.

  • Clone to New – This will open a window where you can Clone the WebForm to use an updated form template.

  • Fill and Sign – If the form has not yet been Submitted, you can Fill and Sign it from here.

  • Download Signed Form – If the form has been Submitted, you will be able to download the completed form as a Word document.

Depending on the form Status and Remote Signature Summary, various actions will also be available from this menu to Process the Form.

The WebForm Workflow page further explains the different form statuses available.