When you search for forms in OneData, keep in mind the following points:
Gene
and gene
return the same results.To perform a data element search:
From the View menu, select Browse and then select Forms. The Forms page appears. (Logged in users can add pages like this to their favorites. For instructions, refer to Managing Your Favorites.)
Specify one or more search criteria, as described in the following table:
Field | Instructions |
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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 contexts. Owning contexts have the privilege 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:
As in all fields, the default behavior returns all versions. |
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. |
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.
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.
If necessary, you can specify additional criteria for finding forms using one of the "Child Filter" options in the lower part of the search page. The system filters for forms that match details specified in the selected child filter. For details, click one of the following links:
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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. |
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.