About this article
This article will explain how to narrow down the list of possible answers based on other dropdown or flexible dropdown questions from the response form or based on user profile fields.
How does filtering work?
Sometimes, when building the response form, the
Flexible dropdown questions might require to filter one another to narrow down the possible answers for the end-users. In order to filter
Flexible dropdown questions, all the possible answers must be linked to the same data source and be set up as reference schema fields. A
Flexible dropdown questions can be filtered by more than one field if they related to one another.
How to filter a dropdown or a flexible dropdown?
Flexible dropdown questions in the response form can be done following these steps:
- In the Template Designer, navigate to the
Flexible dropdownin the
- Click on
This will be displayed if the question is eligible for filtering
- Select the question that should be used as a filter
- Repeat steps 5 and 6 to add additional filters if necessary
Add to form
Filter the departments displayed in the response form based on the office of the user
dropdown question using "Department:" as the
Question title, linking to the Departments data source, and being filtered by the Office from the user profile.
It should be noted that the data source used in the user profile and in the response form should contain references.
Filter the available descriptions based on the use case AND the module chosen in the response form
- The first
Dropdownquestion using "Use case:" as the
Question titleand linking to the ProductUsecases data source
- The second
Dropdownquestion using "Module:" as the
Question title, linking to the ProductModules data source
- The third
Dropdownquestion using "Description:" as the
Question titlelinking to the Products data source, and is being filtered by the Use case
DropdownAND the Module
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