Region Filters

Region Filters

Overview

Region Filters can be used to filter Forms based on data within the Forms. These filters can be used in the Sent Forms and Workflow Admin sections of the Portal. You can have up to 5 Region Filters per Form with a limit of 100 characters displayed. Any Region values longer than 100 characters will be truncated in the Region Filter. 
Note: Region Filters can also be used in conjunction with custom Form scripting or API calls. If you see unfamiliar Region Filters in your Portal, DO NOT delete them. If you have questions about Region Filters in your Portal, you should contact the Professional Services team at f2bps@field2base.com.


Creating Region Filters

1. Navigate to Admin > Region Filters in the Portal.


2. Click on the Create Region Filter button.


3. Fill out the necessary fields in the Region Filter window.

       A. Choose the Form you would like to create a Region Filter for. 
       B. Enter a Label (name) for the Region Filter.
       C. Select the Page the Region is on.
       D. Select the Region you would like to filter by.

4. Click Submit to create the Region Filter.


Using Region Filters in the Portal

Sent Forms

1. Navigate to Sent Forms to filter by Region Filters for a specific Form in the Portal.
2. Click the Show/Hide Filters button.
3. Select the Form you would like to view from the Form dropdown list.
4. If you have created Region Filters for the Form you selected, you can now see each Region Filter as a column in the Sent Forms table and you can search for Forms with specific values. If you wish to search for Form submissions that have a specific value in a Region, enter that value in the appropriate field(s).
5. Click the Apply Filters button.


Workflow Admin


1. Navigate to Workflow > Admin to view Region Filters for a specific Form in the Portal.
2. Click the Show/Hide Filters button.
3. Select the Form you would like to view the Region Filters for from the Form dropdown list.
4. If you have created Region Filters for the Form you selected, you can now search for Forms with specific values. If you wish to search for Form submissions that have a specific value in a Region, enter that value in the appropriate field(s).
5. Click on the Apply Filters button.

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