Support Center

Filter by Short Answer Field

Last Updated: Nov 15, 2013 05:07PM PST
Filters are a way to quickly narrow down the users that you're viewing based on a common data point. Need to find everyone who hasn't paid in full for your program? Filters makes these tasks easy. This type of filter will allow admin to locate even partial answers entered by their users. For example, filtering for the text "UC" can display users who responded with "UC Berkeley" or "UC Davis" or "UCLA"

Before any admin will be able to filter by Short Answer Fields they must go into the forms and select the field(s) they wish to be included as a filter. This can be achieved by going into the field options and selecting "Add field to filter options". Instructions on how to create and edit options on the Short Answer Field can be found here.

NOTE: First and last names of the primary user (names that are displayed) can automatically be searched by using the search bar located at the top of the system. It would not be an extra benefit to add those short answer fields to the filter

After the field is selected to appear as a filterable option it will appear under the "Fields" section in the advanced mode of the filter. Enter the text you would like to filter in the provided box then continue the filter process as normal. Instructions on the filter feature can be found here.

To remove the Short Answer Field as a filtering option go back to the specific field then click "Remove from filter options"

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