When you’re working with lots of form responses, finding exactly what you need can be tricky. By marking specific fields as filterable, you make them searchable using Advanced Filters in IndyForms. This helps you quickly zero in on the right records.
How to Make Fields Filterable
Open the Form Builder.
Create a new form or edit an existing one.
Click the field you want to make filterable.
In the field’s options panel, toggle on Filterable.
Publish your form to apply the changes.
Once responses start coming in, you can use Advanced Filters to search through this field and narrow your results.
Pro Tip: If you also want to see this field directly in the record list (without opening the record), turn on Display in List for even more visibility.
How to Use Filters in Form Records
Filters make it easy to narrow down your records and find what you need.
Open your form → Go to Forms, select your form, and view the Form Records list.
Use the dropdown → Choose a status (e.g., Any, Complete, Incomplete).
Advanced Filtering → Click the filter icon to apply filters on specific fields you’ve set as Filterable in the form builder.
Search bar → Enter keywords to search across all records, not just filterable fields.
Combine filters → Mix dropdown, advanced filters, and search for precise results.
Clear filters → Reset by switching dropdowns back to Any, clearing filters, or deleting search text.
Tip: Results update instantly — no page refresh needed.
Use Cases for Filterable Fields
Client Management: Make the Client Name or Email field filterable so you can instantly pull up all records for a specific client.
Project Tracking: Use a Project ID or Job Number as a filterable field to quickly find all responses linked to the same project.
Appointments & Scheduling: Mark Date or Time fields as filterable to easily view records for a specific day or time slot.
Compliance & Audits: Filter by Staff Member or Department fields to review responses for internal checks or external audits.
Event Registrations: Make Ticket Type or Session Choice filterable so you can see how many attendees selected each option.
Case Notes or Support Tickets: Use Case Number or Category as a filterable field to streamline searching through large volumes of records.
Frequently Asked Questions (FAQs)
Q. Do filterable fields work on all field types?
A. Yes—most field types (except Design Elements) can be made filterable.
Q. Can I make multiple fields filterable?
A. Absolutely. You can enable filtering on as many fields as you like for flexible searching.
Q. Do filterable fields affect the form for respondents?
A. No. Respondents won’t see any difference. Filtering is just for you and your team when managing records.
Tips
Choose fields that are commonly used in searches, like Name, Email, or Reference Number.
Combine multiple filterable fields to create precise searches.
Use filterable fields together with Display in List for maximum efficiency when reviewing responses.
Review your setup after publishing to make sure the right fields are available in filters.