Performing a Form Search - 2021-08-03

When you search for forms in OneData, keep in mind the following points:

• Searches are not case sensitive. Searches for Gene and gene return the same results.
• In any editable text field, enter a search string, complete or partial. This does not apply to numeric fields such as Public ID. 
• In any editable text field, you can use a percent sign (%) as a wildcard. For examples, refer to Using Wildcards - 2021-06-09.  
• For some fields, you can adjust the search scope (with options such as NOT LIKE, Exact Phrase Match, All Of The Words, or One Of The Words) by clicking the Advanced Filter icon.
• The system processes search criteria as AND statements, so the results include only forms that fulfill all the criteria.
• To reset a list of values, click the Clear Values icon next to that list.
• When you remove or change search criteria, the system does not update search results until you click Apply Filter again.

To perform a data element search:

1. Open a supported browser:
   • Chrome
   • Firefox

2. Navigate to the following portal:

   https://wmonedata.nci.nih.gov/

   The home page appears. The home page appears, with objects you have specified as favorites in the Favorites panel (if any).

3. From the View menu, select Browse and then select Forms. The Forms page appears. (For instructions on adding this page to your favorites, refer to Managing Your Favorites - 2021-06-04.)

4. 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 - 2022-01-10.  (To adjust search scope, click the Advanced Filter icon.)
   Workflow Status	Select one or more workflow statuses. For details, refer to Workflow Status - 2022-01-10. (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. To search for all versions, clear this field. (That is, set it to  Select Value.)
   Created By	Select one or more names of people who created forms.
   Last Modified By	Select one or more names of people who modified forms.

5. 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. 
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. f necessary, you can specify additional criteria using a child filter. For details, click one of the following links:

   Specify Criteria for Form Attributes

   Field	Instructions
   Category	Select a category.
   Type	Select a type (CRF or Template).

   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.

   Specify Criteria for Alternate Definitions

   Field	Instructions
   Alternate Definition	Type all or part of the definition. (To adjust search scope, click the Advanced Filter icon.)
   Definition Type	Select a definition type.
   Context	Select a context. (TBD: Update this row after this Context field changes from a drop-down list to a multi-select popup.)
   Language	Select a language.

   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.)
   CS Long Name	Type all or part of the classification scheme long name.

   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 reference document text. (To adjust search scope, click the Advanced Filter icon.)
   Context	Select one or more contexts.

   Specify Criteria for Protocols

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

   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.
   Workflow Status	Type all or part of the workflow status.
   Registration Status	Type all or part of the registration status.
   Instructions	Type all or part of the module instructions.

   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.)

   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.
   CDE Registration Status	Type all or part of the registration status.
   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.

   Specify Criteria for Triggered Action

   Field	Instructions
   Instruction	Type all or part of the triggered action instruction.

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

To view details about a form, click the value in the Form Name column.