Saving a filter

While in my previous post i explained about filtering in general, This post examines how to save a filter for future use.

If you seem to view your data in a certain way, or if you look for the same type of information on a regular basis than it is highly recommended to save your filter/s.
Saving a filter means saving the filter terms (and not the results showing in the table) for further use. Once you save the filter you can make it appear in the data center as a shortcut. Saving a filter is also the way you can share your report by making it public.

Steps to save a filter:
1) Enter the toolbox and choose “filter” in the left menu.
2) Fill in the filter terms and press on “go”.
3) Go to the toolbox left menu, and choose ‘Save’ from the Filter options.

Saving the filter for the first time will open a floating window in which you will be asked to :
– fill in the filter name and description.
– save the filter s a shortcut by turning on the “create shortcut” checkbox.
once you save the filter as shortcut it will appear in the data center under the form name, allowing you to
enter the sliced data directly.
– share the filter by turning on the “share” checkbox. This option is used for making the report public. (read
more about public report)
4) save the filter.

Filtering the data in a form builder

When using FormLogix form builder all the data entered in your web form is automatically stored in a data management report in addition to being emailed to you.
The data management tool allows you (the form owner) to view all data entries, edit them, delete them, add remarks, export and import data as well as open a private forum discussion with your form fillers.
The most basic feature in the data management tool is the filter option. Filtering is a tool for slicing the data and enabling the focus on specific entries.

The data management report allows 2 kinds of filters:
1- quick filter
the quick filter, just like its name, is a way to quickly filter the data.

Steps to quick filter:
1) Press on the filter icon in the desired field header.
2) a small section will open under this header containing a filter term:
an ‘operator’ listbox, a ‘where’ textbox, and a ‘go’ button and ‘clear’ button.
3) Choose the operator (contains/doesn’t contain/=/!= etc.) and fill in the ‘where’ term accordingly. For example: if you wish to filter for all the entries where the contact purpose was technical support you can quick filter on the “contact purpose” field and fill in the following information:, operator: “contains”, where: “technical”.
Notice that filling in the terms in the quick filter will also fill them in the main filter section of the “toolbox” above.
4) Press on “go” to apply the filter or press on the “clear” icon to clear the term from the filter rows.

2- Regular filter
the regular filter, like the quick filter, is based on filter terms.
When you open the filter feature in the “toolbox” you will find 3 filter term rows already open.
In order to slice the data you will need to use at least 1 filter term. This filter allows adding endless terms for slicing the data. it also allows you to define the relationship between terms by using a “and” and “or” between them.
For example
(or): you can look for people whose names start with W or start with A.
(and): you can look for people whose names begin with A and are smokers.

Steps to quick filter:

1) Fill in the first term row.
Choose the operator value and fill in the where field. (for example: name contains “a”)
Choose the operand ‘and’ /”or” to determine the relation between this term row and the next term row (if you use more than 1 term). Choosing ‘and’ means that only data entries that fit both row terms will be extracted while choosing “or” means that entries fitting either one term row or the other will be extracted.

Leave the show checkbox unchecked if you wish to see all form’s fields in the results.
by checking the ‘show’ checkbox you can choose to view only specific fields in the results table

2) Fill the second term row in the same way
if you are using only 2 term rows there will be no need to choose an operand on the second row since the relation between the two rows was already set in the first row.
3) Pick the number of rows you would like to see in the result table at once (* will show all rows in 1 page)
4) Press ‘go’.

That’s it really…very simple.
For those who wish to use the same filter again –you may want to consider saving the filter as a shortcut in the data center. Read all about saving the filter in my next post.

find out more about editing the filter properties or deleting a filter.