Creating Filter Conditions and Filter Blocks

You are able to use the forms, fields, payments, and other features of your system to filter your users, and then combine these conditions with AND / OR in order to return users who meet specific criteria. Often this is sufficient, but, if a more complex search is needed, you are able to combine a second set of conditions, and then combine those sets (called blocks) with AND / OR.  

To begin, navigate to the User Management interface.

Click the “Search” bar to open the filter and search options.

You can start typing in a keyword or filter by one of the suggested options: Application, Products/Services, Forms and Fields, and Payments & Autobill.

• Applications: by application date, date of most recent action, application complete, application not complete, etc.
• Products/Services: it will list every product/service or discount you have created (you can start typing in a product/service name to find it faster)
• Forms and Fields: it will list every form and field you have created (you can start typing in a form name, field label, or field value to find it faster)
• Payments and Autobill: who has paid something, paid nothing and ordered something, paid all, needs to close balance, needs to be refunded, is currently on an autobill plan, not on an autobill plan, etc.

Once you have selected your first filter, like a specific product/service, you’ll have further options to select from, such as ordered, paid, locked, waitlisted, not paid, or not locked. Select all that you’d like to filter by.

Remember you can specify if ALL the conditions need to be met or ANY of the conditions should be met. Click the “Any Option” button to toggle between these options.

If needed you can add another condition: your first filter AND/OR another condition.

You may add as many filter conditions as you find useful.

You can also add another filter block.

Now you can filter by anyone who has ordered or paid for a specific option and has completed the first form AND/OR another filter condition.

You can stack as many of these conditions and filter blocks as needed.

You can save and name your filters for future search use.

In “Recent Filters”, if you forgot to save a specific search, you’ll be able to locate it, run it, and then save it from there!

• Applications: by application date, date of most recent action, application complete, application not complete, etc.
• Products/Services: it will list every product/service or discount you have created (you can start typing in a product/service name to find it faster)
• Forms and Fields: it will list every form and field you have created (you can start typing in a form name, field label or field value to find it faster)
• Payments: who has paid something, paid nothing and ordered something, paid all, needs to close balance, needs to be refunded, etc.

Once you have selected your first filter, like a specific product/service, you may have a further option to select from, like ordered, paid, locked, waitlisted, not paid, or not locked. Select all that you'd like to filter by. Remember you can specify if ALL the conditions need to be met or ANY of the conditions should be met. Click the "Any Option" button to toggle between these options. If needed you can add another condition: your first filter AND/OR another condition. You can go through the process again to add another filter and select a further option, if applicable. You may add as many filter conditions as you find useful. You can also add another filter block. Now you can filter by anyone who has ordered or paid for a specific option and has completed the first form AND/OR another filter condition. You can stack as many of these condition and filter blocks as you need. You can also save filters to run later - just remember what you named it! You'll find that you can also run "Recent Filters", so if you forgot to save a specific search, you should be able to locate it under "Recent Filters" and you can run it, and then save it from there!