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Filter by Form Fields

Filters are a way to quickly narrow down the list of users that you’re viewing based on a common data point.

Need to find everyone who hasn’t paid in full for your program? Filters make these tasks easy!

Filtering by a form field, like a short answer field, will allow admins to locate answers entered into a short answer field, and even partial answers entered by their users to be searched.

For example, filtering for the text “UC” can display users who responded with “UC Berkeley” or “UC Davis” or “UCLA”.

Before an admin will be able to filter by form fields, they must go into the forms and select the field(s) they wish to be included as a filter.

Follow these steps to add fields to the filter options:

Settings –> forms

Click on the form

Click on the field –> admin field & filter options

Add field to filter options

NOTE: First and last names of the primary user (names that are displayed) can automatically be searched by using the search bar located at the top of the system. It would not be an extra benefit to add those short answer fields to the filter.

After the field is selected to appear as a filterable option, it will appear under the “Fields” section in the filter options within user management. Click on the users logo on the top left of the page.

Click on the search bar

Click forms and fields or simply start typing if you know exactly what you’re looking for.

Enter the field name in the search bar or scroll to find what you would like to filter by.

Click on the field and enter the value

All users who meet the condition will show (see Test1 Test below)

Short Answer Fields can be removed from the Filter Options as well by following the steps below:

Go to settings –> forms

Click on the form –> click on the field

Turn off “add field to filter options”

Find more information on filters here