Filter a task list so users see only the submissions that need their attention.
Create or edit a task list and select Filter the form's submissions. You can combine any of these filters:
|
Filter |
How it works |
Example |
|---|---|---|
|
Field value |
Choose a form field and the value to match. Works best with fields that have fixed choices, such as a Select or Radio. |
Show expenses where Status is "Pending Approval" |
|
Logged-in user (Filter by Approver) |
Choose a form field that holds a user's name. The list shows only submissions where that field matches the person viewing the list. |
Show each manager only the expense reports assigned to them |
|
Date range (Filter by Dates) |
Choose a date field and a number of days. The list shows submissions with a date in that range. |
Show submissions from the last 7 days |
For approver and date filters, the form must store the value in a field, which can be hidden. For example, a hidden field filled in by the user's choice of manager, or by form logic.