How to Customize Filter and Search Information

How to Customize Email Information

Settings for Filters, Search, and Email Information allow you to customize your forms and responses page and the information that gets sent to recipients when they receive a form. 

For any form where you are the Form Owner, you can customize the following settings with information from your form: 

• Filters on the submissions page 
• Description and searchable content for each form 
• Email subject line for form recipients

Note: This setting affects all users and recipients of this form.  

How to Customize Filter and Search Information

This setting impacts which data fields from your form will be:

• Available as filters
• Included in the form's description
• Used as a searchable term

To customize your Filter and Search Information:

1. On the Manage page, click on a folder to navigate to the Responses page.
2. There are two ways to access filters and search options:
   
   Click "Add Filters" from the search/filter barNavigate to the Settings page and click Edit next to Filters/Search
               
3.  Click Add Fields to choose the fields you would like to include as filter and search options.               
   
   Note:  Some fields may have a default label, such as Date 13, Input 1.  To label these fields, you will need to name them in the Document Editor (See Label fields for reporting). 
4.  Click on Save Changes.
5. You can no use the icon to adjust the order that the fields will display (e.g., 1 indicates the leftmost filter). To remove any fields, you will click  on the incon.
6.  Once you are finished, click Close to return to your responses page. 
7. You will now see the fields you selected as filters in the purple search icon and the data will appear in the description column.
   
   
   

How to Customize Email Information

This setting impacts which data fields from your form will be:

• Included in the email Subject line for all recipients of the form. 

• Included in the form's description

To customize your Email Information:

1. Log into your account.
2. Navigate to your responses page for the form you are customizing and then click on Settings.

      3. Next to Email Information, click Edit. 

      4. Click on Add Fields.  You will be able to select the data fields that you want to appear as filters and in search.  Some fields may have a default label, such as Date 13, Input 1.  To label these fields, you will need to name them in the Document Editor (See Label fields for reporting). 

      5. Click on Save Changes.  You can use use the field to adjust the order that the fields will display (e.g., 1 indicates the leftmost filter). Click on to remove fields.

      6.  Once you are finished, click Close to return to your forms and submissions page.