Submitted Forms Filters: Easily Organise and Track Form Data

If you’re dealing with lots of form submissions, finding the right one can quickly become a headache.

Submitted Forms Filters make it simple.

Instead of opening submissions one by one or building manual reports, you can create custom filtered views that automatically organise forms based on the data inside them. As new submissions come in or existing ones change, your views update instantly.

The result: quicker access to the forms that matter and a much clearer view of what needs attention.

 

What’s New: Views and Filters in Submitted Forms Folders

The new Views and Filters in Submitted Forms folders feature allows users to create custom lists of submissions that automatically update based on specific form data.

With submitted forms filters, users can now:

• Create filtered views of forms based on field values or form responses

• Automatically organise submissions without renaming or editing titles

• Track forms that require review, approval, or follow-up

• Instantly locate forms containing specific information

• Keep filtered lists updated automatically as new submissions are saved

These dynamic views allow teams to manage form submission tracking more effectively without needing to manually export or analyse reports.

 

How This Solves a Common Problem

Many teams rely on digital forms to collect operational data, compliance records, job reports, or inspection details. However, finding specific information often requires time-consuming work.

Common challenges include:

• Opening multiple forms just to locate certain details

• Running manual reports to find submissions that match specific criteria

• Renaming forms or adding tags to make them searchable

• Struggling to track which forms need action in multi-step workflows

Submitted forms filters remove this friction by allowing forms to organise themselves based on their data. Instead of forcing information into titles or descriptions, users can simply filter submissions by the fields that matter most.

This approach improves form data organisation and allows administrative teams to focus on reviewing and acting on submissions rather than searching for them.

 

How Customers Use This in Practice

In real-world workflows, forms often move through several stages before they are complete. The ability to filter and organise submissions makes these processes much easier to manage.

Here are a few practical examples:

Administrative teams reviewing submissions

Office staff can filter forms by status, approval stage, or key responses to quickly identify which submissions require attention.

Compliance and inspection tracking

Teams handling inspections or audits can filter submissions that contain specific results, flags, or required follow-ups.

Operations teams managing workflow stages

Forms that move through review, approval, and completion stages can be filtered to show only the forms currently awaiting action.

Businesses handling high volumes of forms

Companies collecting daily reports, job records, or service documentation can quickly locate forms containing specific information without opening each submission.

These workflows are often supported by tools such as Form Builder, Creating Digital Forms, and Workflow Automation, which help organisations design and manage their digital processes more effectively.

 

Why This Matters for Growing Teams

As businesses grow, the number of forms they collect increases rapidly. Without an efficient way to organise submissions, reviewing and managing this information becomes difficult.

Submitted forms filters help teams scale their processes by:

• Reducing the time spent searching for specific submissions

• Providing clearer visibility into operational data

• Supporting consistent workflow form management

• Making large volumes of form data easier to navigate

For teams using Field Service Software or managing operational workflows across multiple locations, this visibility is particularly valuable.

Instead of relying on manual reports, teams can simply open a filtered view and immediately see the forms that matter most.

 

Frequently Asked Questions

What are submitted forms filters?

Submitted forms filters allow users to organise and display form submissions based on specific field values or responses. This makes it easier to locate and track important information without opening every form.

Do filtered views update automatically?

Yes. Filtered views update automatically whenever new forms are submitted or existing submissions are edited, ensuring the information remains current.

Do I still have access to all submitted forms?

Absolutely. Filters only change how forms are displayed within a view. All submissions remain stored in the same folder.

Can I create multiple filtered views?

Yes. You can create multiple views to organise forms in different ways depending on the data you need to track.

Do I still need to run reports?

In many cases, no. Filters can replace common reporting tasks by allowing you to instantly view submissions that match specific criteria.

Who benefits most from this feature?

Administrative teams, operations managers, and businesses handling high volumes of digital forms benefit the most, particularly when forms move through multiple workflow stages.

 

Conclusion

Submitted forms filters provide a simple but powerful way to organise and track form submissions using the data already inside them.

By allowing forms to automatically group themselves based on field values, teams can quickly review information, track workflows, and find exactly what they need without running reports or opening individual submissions.

For organisations managing large numbers of digital forms, this feature makes form submission tracking and form data organisation significantly easier, helping teams work faster and with greater clarity.