iFormBuilder Stored Filters

What's covered:

• What are Stored Filters?
• How do I create a Stored Filter?

What are Stored Filters?

With Stored Filters, you can filter all the relevant data of your form, and then save that filter to apply at any time.

PLEASE NOTE: Users with company admin rights can see stored filters created by other users in the same profile. And shared forms are not able to have stored filters created.

How do I create a Stored Filter?

To create a Stored Filter, please follow the instructions below.

STEP 1. From the Data tab, highlight the form you want to apply the filter to and click the Stored Filters icon.

STEP 2. On the following page, click + New Filter.

STEP 3. Name your Stored Filter.

iFormBuilder Tip: Make this name descriptive, especially if you are planning to make multiple filters on the same form.

STEP 4. At this point, you are ready to build your filter. There are two options available for refining the request.

• ADD RULE: This allows you to set a single rule on a single field. For example, show any rating over 95.  

• ADD GROUP: This allows you to set multiple rules on a single field. For example, show records created from two different date ranges.  

STEP 5. Choose which elements you want to display by clicking the checkbox next to the element on the left side.

STEP 6. Checking the boxes on the right will give you the option to decide in what order the results will be sorted.  

PLEASE NOTE: The lower priority number will be sorted first.

STEP 7. Save your filter.

STEP 8. To view the data returned in your Stored Filter, click on the Table Edit View.

You will see the results on the next page.