Region Filters

Region Filters


Region Filters can be used to filter Forms based on data within the Forms. These filters can be used in the Sent Forms, Workflow Admin, Workflow My Queue, and Work Orders 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, you should not delete them. If you have questions about any Region Filters in your Portal, please contact the Professional Services team at

Creating Region Filters

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

2. Click the Create Region Filter button to open the Create Region Filter window.

3. Choose the Form you would like to create a Region Filter for. 

4. Enter a Label for the Region Filter.

5. Select the Page and the Region Name for the Region you would like to filter by.

6. Click Submit to create the Region Filter.

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