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. 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.
Type a keyword or filter by one of the suggested options in the search bar in user management.
- 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 a filter, you’ll have further options to select from, such as ordered, paid, locked, waitlisted, not paid, etc. for products, or a list of options for multiple choice questions. 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 add condition to add another filter condition
Click AND/OR to determine if the users meet both condition or either. You may add as many filter conditions as you find useful.
Add a filter block to add a separate condition type. This allows you to filter for users who meet multiple AND conditions, OR another set of conditions, or vice versa.
For example, you could filter by users who need to close their balance AND are on an autobill plan (filter conditions) OR have paid for the field trip product.
You can stack as many of these conditions and filter blocks as needed.
You can also save filters to run later - here's how