Overview
Searchable fields provide a whole new way to view and manage your form's submission data.
If a field is designated as a Searchable Field, it will:
- Allow that field's data to show in the submission view
- Allow the submission view to be filtered and sorted by that field's data
- Include that field's data in an Excel export
If it is not designated as a Searchable field, none of the preceding will be possible.
Follow the process below to set searchable fields.
Setting Searchable Fields
- Log in with an account able to edit the particular form
- Edit the form
- In the form Properties section under the Settings tab, select Click to setup Searchable fields
- In the following, click and drag the desired fields into the Searchable Fields: section, or select the >> to move all fields
- Select Finish
- Save the form
Submissions prior to setting searchable fields will NOT automatically become searchable or display in the Excel export! You must request a data refresh in order for prior submission data to be included. |