Who is this article for?

Users who want to learn to search and sort form records in the app.

No elevated permissions are required.

The Lucidity mobile app empowers users to efficiently manage and analyse form records through its robust search and sort capabilities. Whether you're looking for specific entries or organising data, Lucidity's intuitive interface allows for quick filtering and customisable sorting options, streamlining workflow and enhancing productivity on the go.

1. Search and sort form records

Search and sort functions for form records include:

• Search via key word (from form title).
• Search via project.
• Sort via date from newest to oldest.
• Sort via date from oldest to newest.
• Completed form records are only shown on the mobile app for two weeks after the date of completion. To view completed forms older than two weeks, please search for the form record on Lucidity InForm.
• Not Started and In Progress forms will remain accessible on the mobile app regardless of age.

To search, from the Forms Records screen:

1. Enter the key word or the project in the search bar at top of screen.

2. The form records will automatically search as letters are typed.

To sort by date, from the Forms Records screen:

1. Tap the sort icon in the top right of screen.

2. Tap the required order.

3. Tap Done.

2. Use QR code scanning to open a new form record

QR Codes can be used to open a new form directly in the Lucidity App.

To open a form this way:

1. Scan the QR code (this can be located on a noticeboard for example).
2. Log into the App.
3. The requested form will be opened and can be filled out following the normal process (outlined below).

3. Obtaining the QR code or link for a particular form template

Each form template in Lucidity has a URL or link that will never change, and can be used to commence a new form. To obtain the link and convert to a QR code, follow the steps below.

Navigate to the required form within InForm by:

1. Open InForm.
2. Using the left hand menu, select the required form.  This will filter the form records to only show records for the selected form.
3. Click Add New.
4. Copy the URL from the address bar in the browser.

5. Use a third party tool to generate the QR Code from this link.  An online QR Code Generator can be found here. 

The link can also be used in emails and on websites (without the QR code) as an easy way to commence a form. As an example, the link can be included in Management System pages or on the Dashboard Links panel within Lucidity Intranet.
The link for each form template will always point to the current version of the form.

4. Further reading

• Creating and managing form records in the mobile app
• Creating and editing an App Action
• Logging into the Mobile Ap