Filtering Options in Link to Database Custom Fields
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Filtering in Link to Database custom fields allows you to display only the most relevant options in your request forms, based on previous selections. This makes forms easier to complete and helps prevent errors.
Note
To use Link to Database custom fields, the data must be stored in a Database.
When you set up filtering, the options available in one field (e.g. Agency in the screenshot below) are automatically narrowed down based on the user’s selection in another field (e.g. Market in the screenshot below). This ensures users only see choices that are relevant to their previous answers.
Example: If a user selects India in the Market field, the Agency field will only display agencies that operate in India (see screenshot below).
To organize your data for filtering:
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Create a database for each type of data you want to use (for example., Clients 1, Markets 2, and Agencies 3).
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When creating the Clients database, add fields that link each client to the markets and agencies they operate in.
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Make sure each client entry is connected to the correct markets and agencies.
Once your database is set up, you’ll need to manually create fields that link to other databases.To do this:
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Navigate to space 1 where your database is located.
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Click on the Fields 2 button.
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Select + Custom field.
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Choose Link to database 3 as the custom field type.
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Enter a name 4 for the new field.
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Under the Linked database option, select the relevant database you want to link to 5.
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Click Create 6.
After creating the Link to Database fields, follow these steps to add filtering options:
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Click the gear 1 icon.
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Switch to the Custom fields 2 tab.
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Select the database field where you want to add filtering options 3.
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Check the box next to Show only selected database records in the field when specific conditions are met 4.
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Choose the database filters you want to apply 5.
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Search for the related custom field 6.
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Click Save 7.
To add Link to Database fields to your form:
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Access the request form builder.
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Enter a name for your form 1.
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Click the + 2 icon to add a new question.
Note
Only Single answer or Multiple answer question types are supported.
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Type your question 3.
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Click Use custom fields as options 4.
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Select the relevant database field.
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Repeat the steps 3-6 as needed for additional questions.
When filling out the form:
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Select a market in the Market field.
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The Agency field will automatically update to show only agencies that operate in the selected market.
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If you add a Client field filtered by Agency, select an agency to see only clients relevant to that agency.
Note
The above example is just for reference and you can customize as per your needs.
Important
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Filtering is currently available only in request forms during submission.
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If the filter-by field is not selected, all options are shown.
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Strict validation for inconsistent answers is not yet available.