Submission Filtering based on Conditional Logic for PDF Report

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    NGHS
    Asked on January 20, 2015 at 09:12 AM

    Hello! I currently have 1 form being using on several different "location" pages. I am using a hidden input field with ?location= , which uses conditional logic to send notifications to different department heads. This works great by itself.

    I would like to be able to view form submissions and output a PDF report based on the same conditional logic.

    For example: any submission containing "OB/GYN" would be included in the PDF, but not submissions containing "Surgery". Another name for this would be Submission Filtering.

    So far, I have just removed those submission records for the full submission PDF. It just takes extra time.

     

    Thanks!

  • Profile Image
    Carina
    Answered on January 20, 2015 at 10:40 AM

    For this please add the filter keyword to the "search in submissions" area:

    Then select the preferred submissions (click+shift) and click the PDF button:

    This way you will download only the selected submissions.

    Let us know if we can assist you.

  • Profile Image
    NGHS
    Answered on January 21, 2015 at 02:20 PM

    wow, somehow I never saw that box. Thanks!

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    Mike
    Answered on January 21, 2015 at 04:01 PM

    On behalf of my colleague, you are quite welcome.

    Note, that it is important to select the filtered entries on the grid listing, otherwise the PDF icon will generate a standard report (non-filtered entries included).

    Thank you.

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    NGHS
    Answered on January 21, 2015 at 04:03 PM

    Very helpful! Thanks again!