Configure Data Filter

Author: Kepion Product Team

Introduction

Data Filters can be applied on a Form to allow users to perform data filtering by column. Data Filters from one Form can also be linked to Data Filters on another Form within a Dashboard. Let’s see how we can configure for that scenario.

Example

In the Settings drop-down, select Managed Data Filter.

Choose the Filter option. This will allow you to explicitly specify which columns will have the Data Filter. Click Add to include filters for specific columns. Use the drop-down under the Column heading to change the selection.

Click OK to finish. Repeat the same process on other Forms that you want to have Data Filters. Now, once you have added all the Forms to a Dashboard, you can configure the linking of the Data Filters between Forms. Click on the Form’s settings icon  in the Dashboard.

Select the DATA FILTER tab and check the check-boxes for the Data Filters to link. Click OK to finish.

Make sure to Save the Dashboard. Then you should be able to go to Preview and verify that the Data Filters are linked together.