Page History

...

1. Include Page
   browser and portal step include browser and portal step include

2. From the View menu, select Browse and then select Forms.  The The Forms page appears.  (For instructions on adding this page to your favorites(Logged in users can add pages like this to their favorites. For instructions, refer to Managing Your Favorites.)

3. Specify one or more search criteria, as described in the following table: 

   Field	Instructions
   Form Name	Type all or part of the form name. (To adjust search scope, click the Advanced Filter icon.)
   Public ID	Specify the full numeric value for a single form public ID. (You cannot use wildcards in numeric fields.)
   Owned By	Select one or more of the contexts that have administrative authority to edit and update the form.
   Registration Status	Select one or more registration statuses. For details, refer to Registration Status.  (To adjust search scope, click the Advanced Filter icon.)
   Workflow Status	Select one or more workflow statuses. For details, refer to Workflow Status. (To adjust search scope, click the Advanced Filter icon.)
   Latest Version	Select one of the following options: To search for the latest version of the form, select Yes. To search for all versions except the latest version, select No.
   Created By	Select the person who created the item. You can select one or more people.
   Last Modified By	Select the person who last modified the item. You can select one or more people.

4. In the fields that have a Select a Value icon, you can select one or more values. Click the Select a Value icon next to the field. A Reference Data Panel appears. 

   • To select one value: Click the value name. The value name appears in the field. 
   • To select one or more values: Click the checkbox for each row you want to include. Click Set Values. The field indicates how many values you have set. 

5. For date criteria, click the Audit Columns icon and specify dates as described in the following table: 

   Field	Instructions
   Date Created	Click the calendar icon and select the date on which the item was created.
   Date Last Modified	Click the calendar icon and select the date on which the item was last modified.

   To adjust search scope, click the Advanced Filter icon and consider the following options:

   • The list to the left of each date field allows you to search for items later than (>), earlier than (<), and/or equal to the date you specify. 

   • The list to the right of each date field allows you to specify whether the date field is NULL or NOT NULL.
   • The check box below each date field allows you to specify a date range. 
6. You can also create your own query to search, by specifying an explicit "where" clause.
   1. Click the Advanced Filter icon.
   2. Under Filter Options, select a column and then click >>. The name of the selected column appears in the text box.
   3. Complete the query string. (For example, if your query string is "a.CURRNT_VER_IND=1" when you click Apply Filter, the system returns all items of the latest version.)

7. If necessary, you can specify additional criteria using a child filter. For details, click one of the following links:

   Expand
   title Specify Criteria for Form Attributes
   Field Instructions Category Select a category. Type Select a type (CRF or Template).

   Expand
   title Specify Criteria for Alternate Names
   Field Instructions Alternate Name Type all or part of the alternate name. (To adjust search scope, click the Advanced Filter icon.) Alternate Name Type Select an alternate name type. Context Select one or more contexts.

   Expand
   title Specify Criteria for Alternate Definitions
   Field Instructions Alternate Definition Type all or part of an alternate definition. (To adjust search scope, click the Advanced Filter icon.) Definition Type Select a definition type. Context Select one or more contexts. Language Select a language.

   Expand
   title Specify Criteria for Classifications
   Field Instructions CS|CSI Select one or more classification schemes or classification scheme items. CS Context Type all or part of the classification scheme context. (To adjust search scope, click the Advanced Filter icon.)  HTML Comment hidden true Note to editors of this page: This field cannot be changed to a multi-select pop-up due to the way it is retrieved. CS Long Name Type all or part of the classification scheme long name.

   Expand
   title Specify Criteria for Reference Documents
   Field Instructions Document Name Type all or part of a reference document name. (To adjust search scope, click the Advanced Filter icon.) Document Type Select a document type. Document Text Type all or part of a search string. This field searches reference document text. (To adjust search scope, click the Advanced Filter icon.) Context Select one or more contexts.

   Expand
   title Specify Criteria for Protocols
   Field Instructions Protocol Select one or more protocols. This option is applicable only when searching for case report forms.

   Expand
   title Specify Criteria for Modules
   Field Instructions Display Order Specify the full numeric value assigned to the module for the display order. (You cannot use wildcards in numeric fields.) Number of Repetitions Specify the full numeric value assigned to the module for the number of repetitions. (You cannot use wildcards in numeric fields.) Module Select one or more modules.  Module Name Type all or part of the module name. (To adjust search scope, click the Advanced Filter icon.) Module ID Specify the full numeric value for a single module ID. (You cannot use wildcards in numeric fields.) Owned By Type all or part of the context that has administrative authority to edit and update the module.  HTML Comment hidden true Note to editors of this page: This field cannot be changed to a multi-select pop-up due to the way it is retrieved. Workflow Status Type all or part of the workflow status.  HTML Comment hidden true Note to editors of this page: This field cannot be changed to a multi-select pop-up due to the way it is retrieved. Registration Status Type all or part of the registration status.  HTML Comment hidden true Note to editors of this page: This field cannot be changed to a multi-select pop-up due to the way it is retrieved. Instructions Type all or part of the module instructions.

   Expand
   title Specify Criteria for CDEs on Form
   Field Instructions CDE Public ID Specify the full numeric value for a single CDE public ID. (You cannot use wildcards in numeric fields.) CDE Version Specify the full numeric value for a single CDE version. (You cannot use wildcards in numeric fields.) Question Short Name Type all or part of the question short name.  Question Text Type all or part of the question text. (To adjust search scope, click the Advanced Filter icon.) Owned By Select one or more of the contexts that have administrative authority to edit and update the form. CDE Long Name Type all or part of the CDE long name. (To adjust search scope, click the Advanced Filter icon.)

   Expand
   title Specify Criteria for View Modules, Questions, Valid Values
   Field Instructions Module Name Type all or part of the module name.  Module Instruction Type all or part of the module instruction.  Module Repetitions Specify the full numeric value assigned to the module for the number of repetitions. (You cannot use wildcards in numeric fields.) CDE Public ID Specify the full numeric value for a single CDE public ID. (You cannot use wildcards in numeric fields.) CDE Version Specify the full numeric value for a single CDE version. (You cannot use wildcards in numeric fields.) CDE Workflow Status Type all or part of the workflow status.  HTML Comment hidden true Note to editors of this page: This field cannot be changed to a multi-select pop-up due to the way it is retrieved. CDE Registration Status Type all or part of the registration status.  HTML Comment hidden true Note to editors of this page: This field cannot be changed to a multi-select pop-up due to the way it is retrieved. Question Instructions Type all or part of the question instructions. Question Short Name Type all or part of the question short name. Question Text Type all or part of the question text. (To adjust search scope, click the Advanced Filter icon.) Answer is Mandatory Specify whether the answer is mandatory (Yes) or not (No). Answer is Editable Specify whether the answer is editable (Yes) or not (No). Default Value (Non-enumerated) Type all or part of a question default value in a non-enumerated value domain.  Default Value (Enumerated) Type all or part of a question default value in a specified value list.  Valid Value Type all or part of a valid value. Value Meaning Text Type all or part of value meaning text. Valid Value Instruction Type all or part of valid value instruction.

   Expand
   title Specify Criteria for Triggered Action
   Field Instructions Instruction Type all or part of the triggered action instruction. (To adjust search scope, click the Advanced Filter icon.)

   HTML Comment
   hidden true
   Note to editors of this page: When searching in OneData, if child filter name starts with a number, a plus sign (+), or an asterisk (*), it's a valid filter. The child filter "Data Element Details" (in "Data Elements - View/Browse") is also a valid filter. None of the other filters are valid.

8. Click Apply Filter. The system displays the search results. By default, the system also hides the search criteria.

...