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Once the screen navigation has been determined, there are filters that you can apply to only see desired choices (availability depends on the screen navigation):
- ♣ Module Menu Filter (Case List Menu > Settings tab)
- ♥ Form Display Condition (form settings > settings tab)
- ♦ Case List Filter (Case List Menu > Case List tab)
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In the below flows, you will see the appropriate symbols for each of the filter types when they are available. Note that they are not all available for all navigation paths. Both the ♦ and ♦♦ symbols indicate Case List Filters. However, the ♦ filter is the one for the current module, while menu while the ♦♦ filter is the one on the module menu that we are using for the Parent Case List.
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- Parent Child Selection Off
- Menu Mode = Show Module then Menu then Form
- Module without Menu without Registration
Start → ♣ Menu List → ♦ Case List → ♥ Form List → Form - Module with Menu with Registration
Start → ♣ Menu List → ♥ Form List → (♦ Case List) → Form
- Module without Menu without Registration
- Menu Mode = Display Only Forms
Start → Form List → (♦ Case List) → Form
- Menu Mode = Show Module then Menu then Form
- Parent Child Selection On
- Menu Mode = Show Module then Menu then Form
- Module without Menu without Registration
Start → ♣ Module Menu List → ♦♦ Parent Case List → ♦ Case List → ♥ Form List → Form - Module with Menu with Registration
Start → ♣ Module Menu List → ♥ Form List → (♦♦ Parent Case List) → (♦ Case List) → Form
- Module without Menu without Registration
- Menu Mode = Display Only Forms
Start → Form List → (♦♦ Parent Case List) → (♦ Case List) → Form
- Menu Mode = Show Module then Menu then Form
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