Filtering Records in the spreadsheet-based data entry view

This article describes how to filter Records in the spreadsheet-based data entry view of a Form or Subform.

By filtering Records you can adjust the way in which you view the collected information, filter out specific data or narrow your view to particular Records.

Filter types

There are different types of filters available for each Field type. The following table lists all available filters.

Filter Description Available
by blank Selects all records where the field is blank (i.e. no data has been entered). On all field types.
by choice Select records with the selected choice. On single selection and multiple selection fields.
by text Select records where the field contains the text entered in the filter. Note that the text filter is case-insensitive which means that a search for 'Bob' will also select records which contain 'bob'. On single selection and multiple selection fields and on text and multi-line text fields.
Also on  week, fortnight, and month fields.
by date Selects records where the field is within the date range defined in the filter. On date fields.

Filtering Records

To filter Records in the spreadsheet-based data entry view of the Form, follow these steps:

  1. Navigate to the Database overview.
  2. Select the Form.
  3. Click on the top left Menu “” icon.
  1. You can further narrow down the collected Records by applying filters to the individual Fields as well.
  1. To clear the applied filters, the following options are available:
  • Click “Clear all filters” in the upper right corner to remove all of the filtering.
  • Click “X” next to the specific filter you wish to delete.
Next item
Delete a Record using the spreadsheet-based data entry view