View Forms

To view form attachments

1. Go to the Forms page.
2. Open the form that contains the attachment you wish to view.
3. To view file attachments, click the Attached Files tab.
4. To view form attachments, click the Attached Forms tab.

A form's history reveals the users that have viewed, commented and made changes to a form [instance] between the time the form was created and closed. This data insures accountability, should tracking or auditing be necessary. You also have the ability to print a record of the history or export the data to an Excel® spreadsheet.

To view a form's history

1. Go to the Project Forms page.

For more information, see Access the Forms Page.

2. Open the form you wish to view.
3. Click the History tab.
4. Optionally, you can take any of the following actions:
• Click Print to print the history record.
• Click the Excel icon to export the record to Microsoft Excel®.

A form's field history reveals the users that have modified form fields between the time the form was created and closed. This data insures accountability, should tracking or auditing be necessary. You also have the ability to print a record of the form field history or export the data to an Excel® spreadsheet.

To view a form's field history

1. Go to the Project Forms page.

For instructions, see Access the Forms Page.

2. Filter for the form.
3. Click the subject of the form.

The Form Instance page displays.

4. Click the Form Field History tab.
5. Optionally, you can take any of the following actions:
• Click Print to print the history record.
• Click the Excel icon to export the record to Microsoft Excel®.

Viewing the permissions of a form allows you to see the roles and individual users that have access to the form, and what their level of access is.

To view the permissions of a particular form

1. Go to the Project Forms page.

For more information, see Access Project Forms Page.

2. Filter for the form.
3. Click the subject of the form.

The Form Instance page displays.

4. Click the Permissions tab.