Summary

This article provides an overview of the pinned questions bar.

Table of Contents

The Pinned Questions bar contains basic information about the subject and can be customized by the user through the pinning and unpinning of questions. The forms of the questions pinned to the bar can be quickly accessed by clicking the name of the question.


Pinning and Unpinning Questions

By default Pinned Questions contains the primary and secondary record identifiers. These questions are most often the Subject Identifier and Subject Initials. Additional questions can be added to the Pinned Questions bar by pinning them to the bar. These questions can be removed by unpinning them from the bar.

Pin Questions

  1. Using the Form Navigation, navigate to the form with the question you want to pin.
  2. Click the arrow beside the question you want to pin.
  3. In the question menu, click the ‘Unpinned’ option.

The question and its answer will be added to the Pinned Questions.

Unpin Questions

  1. In the Pinned Questions bar hover the mouse over the pin beside the question that should be removed, or access the same question pulldown menu that was used to originally pin the question.You can unpin from the Pinned Questions bar.Or you can unpin from the question dropdown menu.

  2. Click the pin to remove the question.


Quick Question Access

To quickly access the form associated with a question in the Pinned Questions bar, click the name of the question in the bar.

Need more help?

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