For the complete documentation index, see llms.txt. This page is also available as Markdown.

Filtering System

Use filters to narrow down the submissions displayed in any view.

The filtering system lets you narrow down the submissions displayed in any view. You can combine multiple filters to refine your results.

Filter options depend on the field type:

  • Number: Empty, Not empty, Equal to, Greater than or equal to, Less than or equal to, Between

  • Date: Year, Month, Week, Day, Between

  • Text: Empty, Not empty, Contains, Does not contain, Equal to, Starts with, Ends with

  • Image: Exists, Does not exist

  • List: One or more options are selected

Filters stack: a submission must match every active filter to appear. For example, filtering by Status = "In progress" and Technician = "Alice" shows only Alice's in-progress submissions.

Active filters are remembered until you reset them.

Viewing active filters

Every active filter also appears as a removable chip on the top bar of the view, so you always know what's being filtered without opening the filter pane. This is particularly handy when taking screenshots to share or document, screensharing during a call, or opening a shortcut and not remembering which filters it applies.

  • Click the X on a chip to remove that filter instantly, without opening the pane.

  • Inside the filter pane itself, the filtered value of each field is now shown directly, so you can review your filters without expanding every field's settings.

Available on Web, across all views (table, gallery, mixed, map, and calendar).

Managing available filters

By default, all fields and metadata of a form appear in the filter pane. Only admins can configure which fields are available as filters and in what order — so that the filter pane only shows what is relevant to users.

Opening configuration mode

  1. Open any view on the form you want to configure.

  2. Open the filter pane.

  3. Click the Configure filters icon at the top right of the pane.

The pane switches to configuration mode, listing all available fields and metadata.

Selecting filterable fields

  • Check a field to make it available as a filter.

  • Uncheck a field to hide it from the filter pane.

Reordering filters

Drag and drop fields to define the order in which they appear in the filter pane.

Applying and resetting

  • Click Apply to save the configuration. Only the selected fields appear as filters, in the order you defined, for all users on all views of this form.

  • Click Reset to revert to the default behaviour: all fields visible, in form order.

Limitations

The configuration is per form, not per view or per user — one setup applies to all views of the form for every user.

If a field is removed from the form after being configured as filterable, it is automatically and silently removed from the filter configuration.

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