Multiple Forms

A task list can show several forms, or the same form more than once with different filters, each in its own section.

Example: expense approvals for Accounting

An expense form has a Status field with the values New, Pending and Approved. Accounting wants to see new and approved expenses separately:

1. Set the Display Title to describe the process, for example "Accounting Expense Management".

2. Add the expense form and filter it to Status = New. Set its Label to "New Expenses".

3. Add the same form again, filtered to Status = Approved, with the label "Approved Expenses".

4. Leave the Status field out of the displayed fields, since each section's label already shows it.

Related pages

• Task Management

• Filtering Tasks