02Feb, 2018
0Comments

How To Filter The External List Display While Filling Out a Form

It is possible, while filling out a form, to select which element(s) you want to display in your external lists. This option works whether it is a hierarchical, referential, referential-hierarchical or a code list.

Settings

Step 1
  • Go to your online platform www.kizeoforms.com,
  • Click on the Form tab on your left
  • Create a form or click My Form and select the form you want to modify.
Step 2

Add the element that will be used as a filter for your external list; if you wish to filter your list with a field in your form. This element can be an ‘Input field‘, a ‘list‘(or its label or code), a ‘slider‘, a ‘checkbox‘, a ‘counter‘, a ‘choice‘, a ‘reference‘, a ‘barcode‘, a ‘NFC tag‘ a ‘Calculation‘ element.

Step 3

Add a List element you will link with your external list. In order to do so, click on the green pencil to access the settings of this element. Then, in the scroll bar, select your list.

Step 4

Click on the Advanced tab. First of all, choose if you want to filter:

Step 5
  • Select the mathematical symbol that you wish to use.
  • Finally, select the element that will be used as a filter.

Then, you will be able to select what will be display on your list according to what will be put in your element (all types of element we listed in the second bullet point), a fixed value or a customizable user field.

Select the display of your external list

 Example:

Filter by hierarchies

Let’s take the example of our Timesheet template form (available for download in our library). It has a referential-hierarchical list; the hierarchy being the different departments of the company (highlighted in blue) and the references being details on each employee (such as hourly wage, position, email address, etc.) highlighted in yellow:

 Sales Department \James Lindberg |James|Lindberg|15.50|Sales Manager|No|jameslindberg@gmail.com 

 Sales Department \Erica Williams| Erica|Williams|12.00|Sales rep|Yes|erica@gmail.com  

 Sales Department \Marc Fergusson |Marc|Fergusson|11.30|Sales representative junior|Yes|marc@gmail.com 

 Sales Department \Patricia Jones| Patricia|Jones|14.30|Sales rep senior|Yes|patricia@gmail.com 

 IT Department \Jim Wolf| Jim|Wolf|12.40|Developer|No|jim@gmail.com 

 IT Department \Peter O’Neil |Peter|O’Neil|15.50|Developer|No|peter@gmail.com 

 IT Departmen t\Rajesh Patel| Rajesh|Patel|13.50|Developer|No|rajesh@gmail.com 

 IT Department \Tim Petersson| Tim|Petersson|14.30|Developer|No|tim@gmail.com 

 IT Department \Patrick Clark| Patrick|Clark|18.10|Head of the IT Department|No|patrick@gmail.com 

 IT Department \Ryan Robert| Ryan|Robert|12.30|Developer|No|ryan@gmail.com 

 Marketing Department \Lauren Moore| Lauren|Moore|13.10|Head of the Marketing Department|No|lauren@gmail.com 

 Marketing Department \Gregory Hogg| Gregory|Hogg|12.00|Marketing representative|No|greg@gmail.com 

 Delivery Team \Mike Hollow| Mike|Hollow|8.00|Driver|Yes|mike@gmail.com 

 Delivery Team \Pedro Jimenez| Pedro|Jimenez|8.00|Driver|Yes|jimenezp@gmail.com 

 Delivery Team \Jake Pale| Jake|Pale|8.00|Driver|Yes|jake@gmail.com 

You are entering the hours worked by the employees of the IT department. Therefore, you only want the names of the employees belonging to the IT department to appear. In order to do so:

  • First, add an element that will be used as a filter. In our example, we will add at the beginning of the digital form, a list element called ‘Department‘.

Filter a list

 

  • Then, we use a second list element, in our case the list field is called ‘Employee‘. Go to the settings by clicking the pencil icon of this element. Then, in the Advanced tab, select the correct settings to filter your list > Choose the rule (by hierarchy) > Select the mathematical symbol; in our case ‘=‘ > And finally, select the element that will be used as a filter, in our case the ‘Department‘ element created previously.

Filter a list with another field

How it will appear on your mobile device:

filtered display on mobile device

Filter by code:

In this code list, we listed the material a company needs to order every week. Each code represents the barcode of a product:

 Kitchen utensils \ 34158000306 : Black forks
 Kitchen utensils \ 34159000307 : Black knives
 Kitchen utensils \ 34158000308 : Chaffers
 Kitchen utensils \ 34159000309 : Aluminium lids
 Kitchen utensils \ 34157000310 : Black spoons
 Office supplies \ 34159000311 : Notebooks
 Office supplies \ 34157000312 : Blue pens
 Office supplies \ 34157000313 : Folders
 Office supplies \ 34157000314 : Paper sheets

When you carry out your inventory, you want that, by entering the number of the box (first 5 digits of the code), that only the items that may be inside that box appear on your mobile device. So, in order to do that, we are going to filter by code.

  • Add your barcode element that will be used to scan your box. In our example, we will call this field Box N°,
  • Then add a list element, go to the settings of this element by clicking the pencil icon and link this element to the external list that you are going to filter.
    – Go to the Avanced tab,
    – First, choose the rule (by code),
    – Then select the mathematical symbol that you want to use, in our case Include,
    – Finally, select the element that will be used as a filter. In our example, we will select ‘A field‘ and then the field named Box N°.

 Filter a list by code

How it will appear on your mobile device:

Code list on mobile device

Filter by reference:

You have a referential list gathering all the items of your store:

Spoons|0.14|kitchen
Forks|0.14|kitchen
8′ plates|0.18|kitchen
Knives|0.14|kitchen
Disposable glasses|0.25|kitchen
Printers|84.99|Office supplies
Pens|0.99|Office supplies
Markers|1.99|Office supplies

While he is filling out a form, your field user enter the category of items he is going to order (ex: Kitchen, office supplies, etc.). To avoid entering twice this information, you want to get in your list only the items belonging to the category that you previously chose.

  • Add a list element in your form in order to sort out the items. In our example, we will name this category ‘Type of supplies‘.
  • Add a second list element in your form. Let’s name this list ‘Supplies to order‘. Go into its options (by clicking the pen icon) and link it to the external list that will be filtered. Select the Advanced tab > Choose the rule you wish to apply (in our case ‘by reference‘) and select the column number that will be filtered > Select the mathematical symbol (in our example =) > Finally, select the element that will be used as a filter. In this case, we will select a field: ‘Type of supplies‘.

Filter a list with a reference

 

Comment: you don’t necessarily have to display the column that will be used as a reference in your form.

How it will appear on your mobile device:

Filtered display on mobile device

 


To go a little bit further…


Feel free to comment this article!
We would be glad to hear any question, comment or suggestion you may have !

Post a comment

Your email address will not be published. Required fields are marked *