Filter Form

Once Filter form is selected, designate one of the field name as the filter field name. When another form uses a relation(list) field to point to this filter form, the field will appear on the left side of the form with a drop down list. This would allow the user to filter the display on the form based on the dropdown list.

Step 1: Create a filter form

  • Click on
  • Select ‘Filter’ under Form Type 
  • Key in filter field name.

Note that Filter Field Name has to be the same as the Field Name IN your filter form.

 

Eg. If ‘Filter Field Name’ set in Form Details is ‘product’,

A Field should also be added with the Field Name ‘product’

Step 2: Add in required fields in filter

  • Add in the data that you want to filter in the main form to ensure that each record added is a data found in the main form’s data.

Step 3: Link main form to filter form

  • Select the field mapping in the main form that you want link the filter to. 
  • Change the field type to           
  • On Listbox Source, select the filter form that you have created
  • On show field, select the field that you want to filter
×

Hello!

Click one of our representatives below to chat on WhatsApp or send an email to sales@jetworkflow.com

× How can I help you?