When cleaning up your forms, it is very helpful to quickly ascertain whether a form has Reference Data attached and which file is in use.

Determine which Forms have Reference Data

From the Form Settings Page

If you only need to know the files referenced by a single form, the Form Settings page is the fastest method.

1. Navigate to the Forms page and click the Settings gear or hyperlink associated with the form.
2. Scroll all the way to the bottom of the page and all files that are referenced in the form will be listed.

*Click the image to expand.

The Reference Data Report

Alternatively, you may need to ascertain the Reference Data attached to more than one form. You can do this quickly by utilizing the Reference Data Report.

Navigate to the Reports page, following the instructions based on your Account View.

Core View

Without Departments With Departments

Expand the Account drop down in the left navigation and select Reports.

At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account drop down in the left navigation and select Reports to run reports across the entire account.

Please note that the Department menu above Profile in the left navigation also has navigation to a Reports page that will run reports for the current Department.

Project View

Without Departments With Departments

Click your username at the bottom of the left navigation to expand the menu and select Reports.

At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account drop down in the left navigation and select Reports to run reports across the entire account.

Please note that clicking your username in the left navigation also has navigation to a Reports page that will run reports for the current Department.

1. Click the hyperlink for Reference Data Report, the fourth option in the list.
2. Once inside, the report will be defaulted to run by Reference Data but you can also choose to view the report by Form.