Views & Filtering

Create custom views to organize and filter entry data.

Views let you create saved configurations for viewing entry data. Customize columns, filters, and sorting to focus on the data that matters most.

Understanding Views

A View is a saved configuration that includes:

• Which columns to display
• Filters to apply
• Sort order
• Column widths

Views help you:

• Focus on relevant data
• Create role-specific dashboards
• Save time with saved filters
• Share configurations with your team

Default View

Every form has a default view that shows:

• Key identifying fields
• Submission date
• Entry status

Creating Views

Create a New View

1. Go to form Entries tab
2. Click Views dropdown
3. Select Create New View
4. Name your view
5. Configure settings
6. Save

Configure Columns

Choose which fields to display:

1. Click Columns button
2. Check/uncheck fields to include
3. Drag to reorder columns
4. Resize by dragging column borders

Available columns:

• All form fields
• Metafields (if enabled)
• System fields (created_at, status, etc.)

Set Filters

Filter entries based on field values:

1. Click Filter
2. Add filter rules:
   • Select field
   • Choose operator
   • Enter value
3. Combine with AND/OR logic
4. Apply filters

Filter Operators

Set Sort Order

Sort entries by one or more fields:

1. Click column header to sort
2. Click again to reverse
3. Hold Shift and click for multi-column sort
4. Or configure in View settings

Save the View

1. Click Save View
2. Choose:
   • Save (update current)
   • Save As (new view)
3. Set view name
4. Optionally mark as default

Managing Views

Edit a View

1. Select the view
2. Make changes
3. Click Save View

Duplicate a View

1. Open Views dropdown
2. Click … next to the view
3. Select Duplicate
4. Rename and modify

Delete a View

1. Open Views dropdown
2. Click … next to the view
3. Select Delete
4. Confirm deletion

Set Default View

1. Open Views dropdown
2. Click … next to the view
3. Select Set as Default

Quick Filters

Search

Use the search box to find entries:

• Searches across all visible columns
• Instant results as you type
• Clear with X button

Date Range

Filter by submission date:

1. Click date filter
2. Select preset (Today, This Week, etc.)
3. Or choose custom range

Status Filter

Quick filter by entry status:

• All
• Draft
• Complete
• Processing
• Error

Advanced Filtering

Multiple Conditions

Combine conditions with logic:

(Status = Complete) AND (Category = Sales OR Category = Support)

Nested Logic

Create complex filter expressions:

1. Add a filter group
2. Set group logic (AND/OR)
3. Add conditions to group
4. Nest groups as needed

Filtering Metafields

Filter by metafield values:

1. Add filter
2. Select from Metafields section
3. Apply condition

Filtering Repeatable Fields

For repeatable groups:

• Filter checks all instances
• Entry matches if any instance matches

Use Case Examples

Unprocessed Entries

View: “Needs Review”

• Filter: status.review = “pending”
• Sort: created_at ascending
• Columns: name, email, submitted_at

This Week’s Submissions

View: “This Week”

• Filter: created_at within last 7 days
• Sort: created_at descending
• Columns: All fields

High-Value Leads

View: “Hot Leads”

• Filter: score >= 80 AND source = “website”
• Sort: score descending
• Columns: name, company, score, created_at

Best Practices

View Organization

• Create views for common tasks
• Use clear, descriptive names
• Group related views
• Clean up unused views

Performance

• Don’t include too many columns
• Limit complex nested filters
• Use specific date ranges
• Consider pagination settings

Team Collaboration

• Document what views are for
• Create shared views for common workflows
• Train team on view usage
• Regularly review and update views