Forms Calendar View

The Forms tool offers a Calendar view on the web. Calendar view shows how many forms fall on each day, so you can track and spot forms due soon.

You can switch between the List view and Calendar view at any time. Your filters and form folders apply to both views.

• Switch Between List and Calendar Views
• Navigate the Day, Month, and Week Views
• Export Forms from Calendar View

Switch Between List and Calendar Views

Calendar view groups your forms by form date or due date. List view shows them in rows. By default, Forms opens in List view, but you can switch to Calendar view at any time.

1. Navigate to the Forms tool.

2. Click the calendar icon to switch from List view.

   

Any filters and selected form folders stay applied when you switch.

Navigate the Day, Month, and Week Views

By default, the Forms calendar view opens in the Month display.

1. Use the previous and next buttons to move between months.

2. Change the grouping to view by Form Date or Due Date.

3. Use the buttons to move between month, week or day view.

   • Month view shows the full month.
   • Week view shows a 7-day strip.
   • Day view shows a list of forms for that day.

4. Click on a day in Month view to drill down to that Day view.

   Tip: Hover over a day's total to open a flyout. The flyout breaks the total down by status — In Progress, In Review, Closed, and Archived — with a count and color for each.

In Week and Day views, you can also:

1. Use the previous and next buttons to move between weeks or days.
2. Click on a day to see that day's forms.

Export Forms from Calendar View

You can export the forms shown in Calendar view. Any search results, filters, and form folders you have applied will be included in the export.

Click Export. The export button will consider the filters and form folders you have applied and show the number of forms that will be exported.