Customizing the View within a Project

When you are within an individual project, you can chose to have the forms within that project displayed either alphabetically, or in a custom order. This documentation outlines how to organize the view of your project's forms.

Editing Preferences for how Forms are Viewed in a Project

When you first navigate to the page for your project, your forms will default to being listed in alphabetical order. To change how you view your forms, go to your preferences page and do the following:

Scroll down to the section for Single Project Tab Selection and select either a custom or alphabetical view of your projects. Don't confuse this with the Projects Page Tab Selection section, which changes how all of your projects are organized within the Projects page.

Alphabetical View

In the page for a single project, the alphabetical view will list your froms in order from a-z. After selecting another view, you can always go back to an alphabetical view by clicking alphabetical as shown below.

Custom View

It is also possible to customize the order in which your forms are viewed. Follow these steps to create a custom view of your forms.

  1. Make sure that you are in the Custom option on your project's page.

  2. You may shift the placement of forms in your list by selecting the up arrow or down arrow to the left of each project's name.

  3. Another option for moving projects is to click a project that you want to move and drag it to your desired location.

  4. Whenever you open up to your custom view in the Projects page, the projects will automatically be shown in the order you have sorted it into.