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Customizing the fields for data filter and search in form reports
Customizing the fields for data filter and search in form reports

Customize Yeeflow form reports' filter/search fields to tailor data analysis needs, enhancing user-specific query capabilities.

Updated over a week ago

In Yeeflow form reports, admins have the ability to manage which fields are available for users to apply filters or use in searches. By default, six predefined fields are available (Request title, Id, Created By, Modified By, Created Time, and Modified Time), but sometimes, more detailed analysis may require filtering or searching by other fields. This article walks through the process of adding or removing fields to the user filters and search options in Yeeflow form reports.

Steps to customize fields for data filter and search

  1. Access the 'Edit View' settings: As an admin, navigate to the form report you wish to customize. Once there, click on the "More settings" button on the current data view, then select "Edit View" from the pop-up menu to open the View settings window.

  2. Navigate to User Filters settings: In the 'Edit View' settings window, look for the 'User Filters' setting and click on the "Settings" button next to it. This will open the 'User Filters' pop-up window.

  3. Select or deselect fields: On the left side of the 'User Filters' window, you will see a list of available fields. To add a field to the user filters and search options, check the checkbox in front of the field name. To remove a field, uncheck the checkbox. Fields that are checked will appear in the 'Selected Fields' list on the right side of the window.

  4. Change the order of fields: If you want to change the order in which the fields appear in the dropdown list for users, you can do so by clicking and dragging the six-dot icon next to each selected field in the 'Selected Fields' list.

  5. Save changes: Once you have finished customizing the fields, click the "OK" button to close the 'User Filters' window, then click "OK" again to close the 'Edit View' window.

After performing these steps, the changes will be reflected in the data filters dropdown list and search options for all users. This allows users to create more complex and nuanced filters:

Or search queries based on their needs.

Remember, only form report admins have the ability to customize these settings. Be sure to communicate any changes to your users, so they are aware of the available fields for filtering and searching in their form reports.

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