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Version 1.0
Created: 16 July 2024
Updated: 16 July 2024

How to Access Submitted Public Form?

*Note: If you are unable to access the Public Form, please reach out to your admin for assistance.

Navigate to the section by clicking it.

Filter

*Note: The filter teaching here use Public Form Date Range as example. If you want to use filter table record, you can refer to the page attached below. https://github.com/SalesConnection/Sales-Connection-Support/blob/main/docs/Report_Page.md#section3

  1. At the navigation bar, go to Business Report > Public Form Report.

    Access Submitted Public Form Filter Step 1


  2. Change filter accordingly if unable to find a particular Public Form. For example, filter date range by clicking “Public Form Date Range”.

    *Note: If you want to further narrow down the results, you can click on “Filter Table Record”.

    Access Submitted Public Form Filter Step 2


  3. Select the filter value you want to view.

    Access Submitted Public Form Filter Step 3


  4. Click “Done” and the filter value for Public Form will be shown.

    Access Submitted Public Form Filter Step 4


Default Columns

  1. If you want to display different columns for the Update Report, click on “Default Columns”.

    Access Submitted Public Form Defualt Columns Step 1


  2. Click on the “+ Create” button.

    Access Submitted Public Form Defualt Columns Step 2


  3. Select the columns you wish to have from here.

    Access Submitted Public Form Defualt Columns Step 3


  4. After selecting the columns you want to display, click “Save”.

    Access Submitted Public Form Defualt Columns Step 4


  5. The new Public Form Report with different columns will be shown as below.

    Access Submitted Public Form Defualt Columns Step 5


  6. If you wish to name the default columns, click “Column Group 2”.

    Access Submitted Public Form Defualt Columns Step 6


  7. Click the “pencil” icon.

    Access Submitted Public Form Defualt Columns Step 7


  8. Enter the name of the “Default Columns”.

    Access Submitted Public Form Defualt Columns Step 8


  9. Click on the “tick” icon.

    Access Submitted Public Form Defualt Columns Step 9


  10. The “Default Columns” has been renamed successfully.

    Access Submitted Public Form Defualt Columns Step 10


  11. On the next time you enter this page, click on the “Default Columns”.

    Access Submitted Public Form Defualt Columns Step 11


  12. Click on the “default Columns” that you want.

    Access Submitted Public Form Defualt Columns Step 12


  13. The Report with chosen “Default Columns” will be shown as below.

    Access Submitted Public Form Defualt Columns Step 13


Favourite Filter

  1. Ensure that the “Filter” and “Default Columns” you want is applied.

    Submitted Public Form Favourite Filter Step 1


  2. Click on the “Favourite Filter”.

    Submitted Public Form Favourite Filter Step 2


  3. Click on “+ Add”.

    Submitted Public Form Favourite Filter Step 3


  4. Enter the name of the “Favourite Filter”.

    Submitted Public Form Favourite Filter Step 4


  5. Click on the “Save” button.

    Submitted Public Form Favourite Filter Step 5


  6. The “Favourite Filter” has been saved successfully.

    Submitted Public Form Favourite Filter Step 6


  7. On the next time you enter the page, click on “Favourite Filter”.

    Submitted Public Form Favourite Filter Step 7


  8. Click the “Favourite Filter” you want to apply.

    Submitted Public Form Favourite Filter Step 8


  9. The “Favourite Filter” is applied successfully.

    Submitted Public Form Favourite Filter Step 9


  10. If you wish to set the “Favourite Filter” as “Default Favourite Filter”, click “Favourite Filter”.

    Submitted Public Form Favourite Filter Step 10


  11. Click “Default Filter” to expand it.

    Submitted Public Form Favourite Filter Step 11


  12. Click the “Favourite Filter” you want to set as default.

    Submitted Public Form Favourite Filter Step 12


  13. The “Default Favourite Filter” has been set successfully. Everytime when you enter this page, it will automatically show the “Default Favourite Filter”.

    Submitted Public Form Favourite Filter Step 13


View Submitted Public Form

  1. Click on the expand button to view for the public form.

    Access Submitted Public Form Step 1


  2. Picture below is a sample of a public form submitted by a customer.

    Access Submitted Public Form Step 2





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