---
title: "Filtering Logic and Condition Options in Form-Based Search"
url: "https://help.ontraccr.com/en/article/filtering-logic-and-condition-options-in-form-based-search"
language: "en"
last_updated: "2025-08-12T20:55:39.663Z"
---

# Filtering Logic and Condition Options in Form-Based Search

## **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.

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### **🧠 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

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### **➕ Adding Conditions**

Each condition includes:

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

You can add multiple conditions to any query.

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### **🧩 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)

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### **⚙️ 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

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### **🧪 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*
