Searching Workspace dataforms

Each Client Workspace has associated dataforms, with a dataform search function that allows you to access dataforms in multiple ways.

To search:

1. From the modules bar, click Workspaces.
   The Workspace Search dashboard opens.
2. Select a workspace and click (Jump).
   The Workspace page opens.
3. Move down the page to the administrative tiles where you see the dataform categories.

4. Dataforms are categorized, so if you are looking for certain classes of dataforms you can open the associated category and access the dataform.
5. After you have opened a dataform, you can navigate back to the starting point using the convenient navigation arrows in the upper left.
6. To search for a dataform directly, use the search for dataform functionality. Simply type in a part of the dataform name and click , and the system finds what you need.
7. Double-clicking or editing a record opens that dataform in the work items area on the left, enabling you to open multiple workspaces and multiple dataforms within those workspaces quickly and easily.