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

To perform a data element search:

  1. 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.)

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

    FieldInstructions
    Form NameType all or part of the form name. (To adjust search scope, click the Advanced Filter icon.)
    Public IDSpecify the full numeric value for a single form public ID. (You cannot use wildcards in numeric fields.)
    Owned BySelect one or more contexts. Owning contexts have the privilege to edit and update the form.
    Registration StatusSelect 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 VersionSelect 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.

    As in all fields, the default behavior returns all versions.

    Created BySelect the person who created the item. You can select one or more people. 
    Last Modified BySelect the person who last modified the item. You can select one or more people.
  3. 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. 

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

    FieldInstructions
    Date CreatedClick the calendar icon and select the date on which the item was created.
    Date Last ModifiedClick 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:

  5. 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.)
  6. 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:

    FieldInstructions
    CategorySelect a category.
    TypeSelect a type (CRF or Template).
    FieldInstructions
    Alternate NameType all or part of the alternate name. (To adjust search scope, click the Advanced Filter icon.)
    Alternate Name TypeSelect an alternate name type.
    ContextSelect one or more contexts.
    FieldInstructions
    Alternate DefinitionType all or part of an alternate definition. (To adjust search scope, click the Advanced Filter icon.)
    Definition TypeSelect a definition type.
    ContextSelect one or more contexts.
    LanguageSelect a language.
    FieldInstructions
    CS|CSISelect 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.) 

    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 NameType all or part of the classification scheme long name.
    FieldInstructions
    Document NameType all or part of a reference document name. (To adjust search scope, click the Advanced Filter icon.)
    Document TypeSelect a document type.
    Document TextType all or part of a search string. This field searches reference document text. (To adjust search scope, click the Advanced Filter icon.)
    ContextSelect one or more contexts.
    FieldInstructions
    ProtocolSelect one or more protocols. This option is applicable only when searching for case report forms.
    FieldInstructions
    Display OrderSpecify the full numeric value assigned to the module for the display order. (You cannot use wildcards in numeric fields.)
    Number of RepetitionsSpecify the full numeric value assigned to the module for the number of repetitions. (You cannot use wildcards in numeric fields.)
    ModuleSelect one or more modules. 
    Module NameType all or part of the module name. (To adjust search scope, click the Advanced Filter icon.)
    Module IDSpecify 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. 

    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. 

    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. 

    Note to editors of this page: This field cannot be changed to a multi-select pop-up due to the way it is retrieved.

    InstructionsType all or part of the module instructions. 
    FieldInstructions
    CDE Public IDSpecify the full numeric value for a single CDE public ID. (You cannot use wildcards in numeric fields.)
    CDE VersionSpecify the full numeric value for a single CDE version. (You cannot use wildcards in numeric fields.)
    Question Short NameType all or part of the question short name. 
    Question TextType all or part of the question text. (To adjust search scope, click the Advanced Filter icon.)
    Owned BySelect one or more of the contexts that have administrative authority to edit and update the form.
    CDE Long NameType all or part of the CDE long name. (To adjust search scope, click the Advanced Filter icon.)
    FieldInstructions
    Module NameType all or part of the module name. 
    Module InstructionType all or part of the module instruction. 
    Module RepetitionsSpecify the full numeric value assigned to the module for the number of repetitions. (You cannot use wildcards in numeric fields.)
    CDE Public IDSpecify the full numeric value for a single CDE public ID. (You cannot use wildcards in numeric fields.)
    CDE VersionSpecify 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. 

    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. 

    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 InstructionsType all or part of the question instructions.
    Question Short NameType all or part of the question short name.
    Question TextType all or part of the question text. (To adjust search scope, click the Advanced Filter icon.)
    Answer is MandatorySpecify whether the answer is mandatory (Yes) or not (No).
    Answer is EditableSpecify 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 ValueType all or part of a valid value.
    Value Meaning TextType all or part of value meaning text.
    Valid Value InstructionType all or part of valid value instruction. 
    FieldInstructions
    InstructionType all or part of the triggered action instruction. (To adjust search scope, click the Advanced Filter icon.)

    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. 

  7. 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.