Sort Forms
Overview
From within a folder (on the web, Apple App, or Android App) you can reorder the forms, sorting them by different parameters. You can also reorder forms on the downloaded report.
Re-ordering forms on the Website
From within the folder, click on the "Sort" button under "Forms".
Choose from Newest, Oldest, Recently Completed, Incompleted, Location Name, Form Template Name, Asset ID1, Asset ID2, or Total Priorities Found.
Note, this sort is for viewing only. Sorting forms from here will not reorder the forms on the report. Nor does it actually "Reorder" them or "Change their Ordinals".
To reorder the forms on the report, click on "Download Report" from within the folder and choose your sort order from there. When you "Download" the folder report you are given the option to "Reorder" the forms which actually does set the ordinals and reorder them the same as the mobile does.
Re-ordering forms on Apple App
You can re-order your forms by Date Completed, Location, Form Type, Asset ID1, Asset ID2, or Priorities. You can also tap and hold on the "Move" icon at the top of a form, and manually order the forms as you want. These changes will only sort the VIEW of the forms you see in the folder on the mobile app.
On an iPhone
From within the folder, click on "Sort" at the bottom right.
On an iPad
From within the folder, click on "Reorder" at the top right.
On an Android Device
From within the folder, click on the Down arrow icon at the top right.
Additional Details: Each Form has an "Ordinal" value inside a folder (1, 2, 3, 4). The standard folder report follows this ordering.
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To Sort forms for your Report Download:
For your folder report, click to download the report, then you can choose your sort option.
- Choose the sort and filter options for your Folder report.
Order Forms by number of priorities, date completed, or form name
Include all forms or only those that have been marked complete