Filter submitted forms in the Workflow Manager

As of the 2025.04 release, the Workflow Manager was enhanced to allow users to filter submitted forms based on:

  • Start Date and End Date: Filter submissions within a specific date range
  • Form Field Values: Filter submissions based on specific field inputs
  • Manual Date Range: Display submissions within a manually specified date range
  • Value filter: Search submissions using up to 100 characters with partial matching (contains).

    This list shows the formats and values that can be searched based on field types in Form Studio:

    • CHECKBOX: Specify Y or N.
    • DATE: Specify the value in yyyyMMdd HHmmss format. For example, 20250306 000000.
    • TIME: Specify the value in HHmm format. For example, 0735.
    • DROPDOWN: Specify only the ID value, not the label.
    • DBLOOKUP: Specify the label or the value ID.
    • LABEL,TEXT, NUMBER, HIDDEN: Specify the value.
Note:  The value filter is applied only when there are 100 or fewer forms/records, meaning other filters return no more than 100 forms/records. This ensures that the search functionality does not degrade application performance.

Previously, there was no mechanism to filter submitted forms using these criteria, requiring users to rely on custom workflow actions and external reports. This enhancement provides a core method to store and retrieve form inputs efficiently.