Viewing Form Records (Members)

When members are assigned permissions to view form data, they can log in to Jodoo to view records within their permission sets. This passage will introduce you various actions about what can you do when viewing form records.

Prerequisite

For memebers, to view form records, they should be assigned permissions first. If you haven’t , you can set permissions for your members or follow the steps below to set permissions for members.

Where to View Form Records?

Members with permission can view the corresponding form records. They need to switch to the permission set. Then they can view the records in the form as shown below.

What can I Do when Viewing Form Recrds?

1. Freezing Column(s)

When viewing records, you can set Freeze up to column to view corresponding records conveniently.

Click  for a column, select Freeze up to column or Unfreeze to freeze or unfreeze the current column and the column(s) on its left.

Note:

1. You can freeze all types of fields except Query Data, Select Data, and Divider.

2. If one column is frozen, the column(s) on its left will also be frozen.

3. You can freeze a subform as a whole.

2. Searching for Record(s)

If there are too many records in the form, click  and select Search Specified Fields to customize the search range and search for the corresponding records.

3. Filtering Record(s)

When you view records in the permission set, you can set filter conditions to filter the records you need to display. Here are two methods to filter records.

1. Click  and select fields to add a filter condition. For details, see Filtering/Viewing Data.

2. You can also directly click  beside the field to modify the filter condition.

Note:

When you filter data based on the Date&Time field, you can set a dynamic filter condition. Set the filter relationship as is within, and you can select the following filter values:

Today, Yesterday, Tomorrow, This Week, Last Week, Next Week, This Month, Last Month, Next Month, This Quarter, Last Quarter, Next Quarter, Last 7 Days, Last 30 Days, This Year, Last Year, Next Year.

4. Displaying Field(s)

If there are too many fields in a form and you only need to view part of the records, set Display Fields. Here are two methods to achieve it.

1. Click , and tick the fields you need to display.

2. You can also directly click  and select Hide Column beside the field name to hide the column of data.

5. Refreshing Record(s)

When some data changes, you can click  to refresh the form, thus updating records in real time.

6. Sorting

You can display records in a certain order in the permission set. Here are two methods to sort records.

1. Click  and then Sort > Add Sort, select a field, and click Ascending or Descending. Then the data under the field will be displayed in ascending or descending order.

2. You can also click beside the field to set the sorting order.

7. Full Screen

If there are too many records in the form, click  and select Full Screen to display records in full screen.

How to View Form Records on Mobile?

When a member views records on mobile, the member can set filter conditions, sorting rules, display fields, and so on.

FAQ(s)

Q: What can I set in the permission set?

A: In the permission set, you can only set filter conditions, sorting rules, and display fields for the fields available to view.

Q: Will my set on my PC be updated in other locations?

A: Yes, it will. If you set filter conditions, sorting rules, and display fields for a field on PC, the relevant settings in other locations will also be updated. For example, if you select Ascending for a Number field, the sorting rules in the form will also be updated to "Number – Ascending".

I have finished reading. 🏆

👉I can't wait to VIEW FORM RECORDS.

👉I need more HELP in Discord Forum.