Who is this article for?

Administrators wanting to learn to use form records in InForm.

Administrator permissions are required.

Form records in InForm are essential for tracking and managing data collection processes. The Form Record tab provides a comprehensive overview of all form groups and individual forms, allowing users to easily monitor their progress and status throughout the data entry process.

1. Form records
2. Form groups
3. Further reading

1. Form records

The Form Record tab lists all the available form groups and individual forms that have already been assigned, partially completed or completed.

From the Form Records page of Lucidity InForm, users can (permission dependent):

• Complete assigned forms.
• View and create form records.
• Copy, edit, archive or delete form records.
• Print and email form records.
• Assign forms for completion.

2. Form groups

Form groups are categories for filing forms and enables forms to be restricted to specific users or user groups via Lucidity Access. Form groups are listed as grey headings on the left-hand side of screen from the Form Records tab. When selected, the form group headings will expand to show the individual forms held within that form group. This then filters the list of form records displayed to only show the form records for that particular form.

3. Further reading

• Viewing and creating form records in InForm
• Printing InForm PDFs
• Copying forms and managing version control in InForm