When working with lots of forms in Dashpivot Web, the Register View shows all form entries for a selected template in a table format. To narrow down and find specific data fast, you can use the search and filter tools built into the Register View. This guide explains how to use those controls to filter your form records efficiently.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Not specified in the article
Permission: Access to view the Register for the template
Skills Required: Dashpivot
Device Type: computer (Web)
Subscription: Dashpivot Web
Step-by-Step Instructions
In Dashpivot Web, open the template and switch to the Register view.
Locate the filter icon at the top of the column you want to filter by.
Click the filter icon and set your desired filter parameters.
Click Apply Filter to only show forms that meet your criteria.
Repeat for other columns if you want to apply multiple filters at once.
What You Can Filter On
You can currently filter forms using these fields:
The person who created the form
Creation date of the form
Any date fields on the form
List fields on the form
List-type columns in default tables
Text fields on the form
Note: We strongly recommend using these fields on your template, so you can make the most of the filters we have available.