Filtering can be done on most columns in a form register or saved search using the column headers.
iTWO CX provides the ability to Filter form registers as well as saved searches using column headers.
Field Name | Type of Filter | Notes | |
|---|---|---|---|
| 1 | Reference | Text | Supports Equals to search. You need to type in an exact reference number of user wild cards.
|
| 2 | Created | Date | Standard Date filter controls. |
| 3 | Date Due | Date | Standard Date filter controls. |
| 4 | Author | Contact | Can search for users using the Contains operator. Can search for 1 or more users.
|
| 5 | Action | Contact | Can search for users using the Contains operator. Can search for only 1 user at a time.
|
| 6 | Modified | Date | Standard date filter controls.
|
| 7 | Title | Text | Supports contains and wildcard.
|
The below operators can also be used to filter Number and Currency fields:
The below operators can also be used to filter Date fields:
Click on the filter icon in the Status / Late column.
Then select the Status you wish to filter by and click on Filter. You can filter by 1 or more statuses
Once the filter is applied the column header will indicate a filter has been applied
Please note that these Filters are not saved and only applied as quick filters for existing data. If you need the filters saved, please create a saved search. Click here for how to. |
Click on the filter tool at the top left-hand side of the column header and choose the options to filter by.
If a search or saved search has multiple form types, the filter will display all form type options. eg status column will display the statuses from both form types.
If you've added a calculation user field to your saved search or default register view you are able to filter on that column.
Available options are:
You can remove filters by clicking into a column filter icon and and clicking on
