Filtering Logic and Condition Options in Form-Based Search

📌 Summary

This article explains how filter logic and condition types work when building a Form search query in Advanced Search. You’ll learn how “All” vs “Any” conditions work, and how field type impacts the filter options available.

🧠 Filter Logic: ALL vs ANY

When you begin adding conditions, you'll be asked:

🟢 “Include data if it matches...”

All of the filters → Acts like AND logic
- All conditions must be met for a form to appear in results.
Any of the filters → Acts like OR logic
- At least one condition must be met.

🧪 Example:

If you have these two filters:

Project = "Downtown Build"
Injury Reported = "Yes"
All → only forms from “Downtown Build” and with injury = yes will appear
Any → forms with either Downtown Build or injury = yes will appear

➕ Adding Conditions

Each condition includes:

Field name
Operator (e.g. equals, includes)
Value (what you're matching)

You can add multiple conditions to any query.

🧩 Available Fields

✅ Standard Fields (always available)

Status
Form Number
Created At
Last Updated
Customer
Project
Card
Equipment
Vendor
Cost Code
Assigned To (user)
Submitted By (user)

🧷 Custom Fields (template-specific)

All supported fields from the selected form (e.g., Yes/No, dropdowns, text inputs)

⚙️ Condition Operators by Field Type

1. Yes/No Fields

Equals: Show results where answer = Yes or No
Does Not Equal

2. Dropdowns or Multi-Selects

Equals: Exact match with one value
Does Not Equal
Includes: Partial match (e.g. contains "Project A")
Does Not Include

3. Text or Project Name

Includes allows for partial text matches
- E.g., typing "Project A" matches:
  - “Project A – Excavation”
  - “Project A – Rough In”

Note: Includes lets you match broader text patterns.

4. Date Fields (Created At, Last Updated)

Before
After
Within a specific date range

🧪 Example: Custom Filter Use

If your FLHA form contains a Yes/No field:

"Was anyone injured during this task?"

You can set:

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

Filtering Logic and Condition Options in Form-Based Search