If you are subscribed to the standard plan or above, it's possible to filter the option list available to a data collector based on static values, other fields in the form, or columns in the CSV file. 


Adding filters to a select field:

  1. Add a select (one/many) field and select "Get options from a source file". Remember to upload the CSV file containing your options into your project's resource library.
  2. Expand the advanced option "Filter options"
  3. Configure the filters for the option list:
    • Select the column in the CSV file to base the filter on
    • Choose the column type (e.g. Date/Time, Text, Number)
    • Select te operator
    • Add the value/field reference for the operator to match on (e.g. a date, value, or reference another field)





Examples of filtered option lists:


Filter for participants that are due for a follow up in the next 7 days.

To only show participants that are due for a follow-up in the next week, filter your option list as follow:

  • Expand the advanced feature to add filters to the option list
  • Choose the column in the CSV file to filter on - i.e. FollowUpDate
  • Select the column type - i.e. Date/Time
  • Select the operator - i.e. exactly or before 
  • Add the value for the operator to match on - i.e. =(today() + 7)
  • In this example, we want to filter participants that are due for a follow up in the next week only. Therefore we add another filter for participants that are due exactly or after =today()




Filter for participants that are assigned to a the fieldworker completing the form.

To only show participants that are assigned to a particular fieldworker, filter your option list as follow:

  • Add a field to capture the fieldworkers ID (or name) to identify the particular fieldworker.
  • Add a select field and expand the advanced feature to add filters to the option list
  • Choose the column in the CSV file to filter on - i.e. FieldworkerID
  • Select the column type - i.e. Text
  • Select the operator - i.e. equal to 
  • Add the value for the operator to match on - i.e. $Fieldworker_ID


Hint: filters can be configured in the same way to show options based on a site or status for example, or any other field in your form.