Filters: Filter by Form Submissions


Purpose: The Form Submission filter allows you to filter information collected from a selected form from any time in the past or from a specified range. The filter will return records based on information submitted on the form, NOT what is currently on the record

Forms are a powerful tool that allows you to collect information from customers. Once a form is submitted, the customer's record or contact will be created or edited (if it already exists) on the related entity to store the information from the form.

 

Adding a Form Submission Filter requires the next steps:


1. Navigate to Data from the top menu bar


2. Click Contacts or Custom Objects


3. If Custom Objects, select the Custom Object you would like to view



4. Click on the Filter icon 12 


5. Select Forms as the filter type


6. Select a form to filter by


7. Select a time range


8. Select a Submission result


Note: "Any Answer" will return all forms submitted within the specified time range. "Specific Answer" will return all forms submitted with the specified answer during the specified time range, regardless of the information currently on the record

9. If Specific Answer, select the field to filter on


10. Choose a condition


11. Choose an answer


12. Click Apply Filter



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