Post-Query Filters and Exporting Form Search Results
Post-Query Filters and Exporting Form Search Results
📌 Summary
Once you run a Form-based Advanced Search in Ontraccr, you can apply additional filters directly on the results table and export the matching data to a CSV file.
✅ After Submitting a Query
Once your query completes:
- A list of matching form submissions is displayed in a table.
- Each column in the table represents a standard or custom field, depending on your form template and filters.
🔍 Column-Level Filtering
Each result column has two types of tools:
- Sort: Click the column header to sort A–Z, Z–A, or by date.
- Filter: Use the filter icon to isolate results further by:
🧾 Filterable Columns Include:
- Users (e.g. submitted by, assigned to)
- Form Number
- Customer
- Project
- Card
- Created On Date
- Last Updated Date
- Status
Example:
After filtering FLHA forms with injuries, you can narrow results to only those from a single project using the Project column filter.
📤 Exporting the Results
After finalizing your filters:
- Click the Export button (visible above or beside the results table).
- Ontraccr will generate a CSV export of the results.
- The export will include:
- All displayed form submissions
- All visible columns in the results table
⚠️ Notes
- Export is only available for form-based queries.
- Board-based queries do not support export functionality