Search For and View Custom Forms

To search for and view Custom Forms follow these steps:

Note: Searching for and viewing a publicly available custom form is the same as searching for a non-publicly available custom form.

1.   Click on Forms and Report on the top menu.

2. Click on the Add/Search Custom Forms option.
3. Enter the search criteria using the fields provided. Click into the Form Search Fields to select Custom Form fields, and repeat to select multiple fields as shown below.

 

If the form contains sub forms, an additional Search Sub Forms option also displays:

4. Click the Search button to display the Custom Forms results that match your search criteria.

5. Click the View icon to view the form.
6. Click the Print Form button to select print options, then click Print to open the form in a new tab in your browser. You can then download to a file or print directly to the printer.
7. With appropriate permissions, you can click the Change Status button to open the form for edit. Once opened, the creator of the form will have access to edit the form.

For more information on adding and managing Custom Forms, refer to the Caliber Online RMS Admin Guide, or your agency administrator.

If you receive a Form Review Notification, refer to Taking Action via Notifications or Taking Action via Recent Activities for more information. Refer to Notifications for more information on Notifications.