---
title: "Creating and Saving a Form-Based Search Query"
url: "https://help.ontraccr.com/en/article/creating-and-saving-a-form-based-search-query"
language: "en"
last_updated: "2025-08-12T20:54:50.912Z"
---

# Creating and Saving a Form-Based Search Query

## **Creating and Saving a Form-Based Search Query**  
 

### 📌 **Summary**

This article walks through how to create and save a custom **Advanced Search query for Forms** in Ontraccr. This allows users to pull up specific sets of submitted forms based on standard and custom field criteria.

* * *

### **🚪 Where to Start**

1.  Go to the **Advanced Search** interface (see previous article).
2.  Click the **Forms** tab on the left.
3.  Click **Open Search** to bring up the right-hand slider panel.

* * *

### **🛠 Step-by-Step: Build a Form Query**

### 1\. **Name Your Query (Optional but Recommended)**

-   Click the **pencil/edit icon** at the top of the slider panel.
-   Enter a meaningful name (e.g., `"FLHA Injury Reports"`).
-   Click **Save**.

💡 Tip: This helps you reuse the same query later without setting it up again.

* * *

### 2\. **Select the Form Template**

-   Use the dropdown to choose which form template you want to search.
-   All **project-specific** and **global** form templates are available.
-   You can scroll or search by name.

* * *

### 3\. **Choose Your Filter Logic**

-   You’ll be asked to choose:
    -   **“All of the filters”** – acts like **AND** logic (all conditions must be true).
    -   **“Any of the filters”** – acts like **OR** logic (at least one condition must be true).

* * *

### 4\. **Add Conditions (Filters)**

Click **Add Condition** to start adding filters. For each condition:

### **🔹 Choose a Field**

You can filter using:

-   **Standard Fields** (available for all forms):
    -   Status
    -   Form number
    -   Created at
    -   Last updated
    -   Customer
    -   Project
    -   Card
    -   Equipment
    -   Vendor
    -   Cost code
    -   Assigned user
    -   Submitted by user
-   **Custom Fields** from the selected form template:
    -   Any supported field from the form will appear (e.g. “Was anyone injured during this task?”)

### **🔹 Set a Filter Type**

The available operators depend on the field type:

| Field Type | Available Operators |
| --- | --- |
| Yes/No | Equals, Does Not Equal |
| Dropdown / Multi | Equals, Does Not Equal, Includes, Does Not Include |
| Text or Project ID | Includes (search by partial text) |
| Date | Before, After, Within Date Range |

### **🔹 Example:**

If filtering FLHA forms where an injury was reported:

-   Field: *Was anyone injured during this task?*
-   Operator: *Equals*
-   Value: *Yes*

You can keep adding more conditions as needed (e.g. project name, submitted by user, etc.).

* * *

### 5\. **Apply a Date Filter (Optional)**

Filter using:

-   **Created At**
-   **Last Updated**

Options include:

-   Before
-   After
-   Within (e.g., from April 1, 2025 to May 1, 2025)

* * *

### 6\. **Submit the Query**

Once all filters are set:

-   Click **Submit**
-   The system will return all submitted forms that match your criteria.

⏳ Depending on the volume of forms, the search may take some time to complete.

* * *

### **💾 Saving Your Query for Reuse**

If you named and saved your query (Step 1), it will now be available in the **“Select a Query”** dropdown for quick access in the future.