Searching & Filtering & Sorting Your Created Forms Types

Find Exactly What You Need in Seconds—Even With Hundreds of Forms #

When you’re managing multiple forms, surveys, quizzes, and polls across different campaigns, departments, or projects, finding specific forms quickly becomes critical to your productivity. FORMEPIC’s advanced filtering and search system transforms your Created Forms dashboard from a simple list into a powerful query engine, letting you instantly narrow down hundreds of forms to exactly what you need—whether you’re looking for high-performing surveys, recently updated forms, forms approaching capacity limits, or all polls created in the last week.

Powerful Search and Filter Features #

Dynamic Form Name Search: Type any part of a form’s title and watch the list instantly filter to matching results, helping you locate specific forms without scrolling through pages of entries.

Multi-Criteria Filtering: Stack multiple filters simultaneously—combine form type, status, response ranges, and date parameters to create precise queries that surface exactly the forms you’re interested in analyzing or managing.

Smart Status Filtering: Quickly isolate forms by their operational state (Enabled, Disabled, or Conditionally Enabled) to identify forms that need attention, verify campaign closures, or review conditional settings.

Response Range Targeting: Find forms within specific response count ranges—whether you’re looking for high-volume forms that validate your strategy or low-response forms that might need optimization.

Time-Based Filtering: Focus on recently created forms, recently updated forms, or forms from specific timeframes to track activity, verify changes, or audit campaign timing.

Why Advanced Filtering Matters #

Without robust filtering, managing a large form portfolio becomes overwhelming. You waste time scrolling, lose track of campaign-specific forms, and struggle to identify patterns or outliers. FORMEPIC’s filtering system eliminates this friction by acting as your personal form search assistant—you describe what you want, and the system delivers precise results instantly.

Real-World Applications #

Imagine you’re preparing for a quarterly review and need all surveys created in the last 30 days with at least 50 responses. With filtering, you set three simple criteria and get instant results. Or suppose you’re troubleshooting—you need to find all disabled forms to verify closure messages. One filter click shows you every disabled form and its status details. Perhaps you’re managing multiple departments and need to find all quiz-type forms updated this week. Again, two quick filters give you exactly what you need. This level of precision turns data management from a chore into a strategic advantage.

Filter System Overview #

Accessing Filters #

The filter system is located directly above your forms table in the Created Forms dashboard.

Filter Toggle Button:

• Location: Top-left of the forms table
• Visual Indicator: Badge showing “ON” or “OFF”
• Status Colors:
• ON: Primary color badge (filters active)
• OFF: Secondary color badge (filters inactive)
• How to Activate: Click the button to toggle filter row visibility

Filter Row:

• Appearance: Additional row beneath table headers
• Visibility: Appears only when filters are ON
• Column Alignment: Each filter input aligns with its corresponding table column
• Clear Behavior: Turning filters OFF automatically clears all active filters

Available Filters #

1. Form Name Search #

Column: Name
Type: Text search
Location: Filter row, first data column

Feature	Details
Input Type	Text field with “Search…” placeholder
Search Behavior	Case-insensitive partial matching
Real-Time Results	Filters as you type
Clear Method	Delete text or turn filters OFF

How It Works:

• Enter any portion of a form name
• System searches for matches anywhere in the title
• Results update instantly with each keystroke
• Works in combination with other filters

Use Cases:

• Finding forms by name when you know the title
• Locating all forms with a specific keyword (e.g., “Newsletter”)
• Searching for forms by campaign name
• Quick lookup without needing exact title

Examples:

• Search “Contact” → Shows “Contact Us”, “Contact Form V2”, “Sales Contact”
• Search “2024” → Shows all forms with “2024” in the title
• Search “Survey” → Shows all forms containing “Survey”

2. Form Type Filter #

Column: Type
Type: Dropdown select
Location: Filter row, Type column

Option	Shows
All	Every form regardless of type
Form	Only standard forms
Survey	Only surveys
Quiz	Only quizzes
Poll	Only polls

How It Works:

• Click dropdown to reveal type options
• Select your desired type
• Table immediately shows only matching forms
• Combine with other filters for precise results

Use Cases:

• Analyzing all quizzes for educational content
• Reviewing survey performance across campaigns
• Isolating polls for quick feedback analysis
• Auditing standard forms vs. specialized types

Examples:

• Select “Survey” → Shows only survey-type forms
• Select “Quiz” + Status “Enabled” → Shows all active quizzes
• Select “Poll” + Last 7 days → Shows recent polls

3. Response Count Range #

Column: Responses
Type: Numeric range (min/max)
Location: Filter row, Responses column

Field	Description
Min	Minimum response count (inclusive)
Max	Maximum response count (inclusive)
Both	Creates a range (e.g., 10-50 responses)
Either	Use one or both fields

How It Works:

• Enter numbers in Min and/or Max fields
• Leave blank for unbounded ranges
• System filters to forms within specified range
• Zero is a valid minimum value

Use Cases:

• Finding high-volume forms (Min: 100, Max: blank)
• Identifying low-response forms needing promotion (Min: 0, Max: 10)
• Analyzing mid-range performers (Min: 50, Max: 100)
• Quality control for data significance (Min: 30 for statistical relevance)

Examples:

• Min: 50 → Shows forms with 50 or more responses
• Max: 20 → Shows forms with 20 or fewer responses
• Min: 10, Max: 50 → Shows forms with 10-50 responses (inclusive)
• Min: 0, Max: 0 → Shows forms with zero responses

Tips:

• Use minimum filters to find successful campaigns
• Use maximum filters to identify forms needing attention
• Combine with date filters to analyze recent performance

4. Status Filter #

Column: Status
Type: Dropdown select
Location: Filter row, Status column

Option	Shows
All	Forms with any status
Enabled	Only enabled forms
Disabled	Only disabled forms
Conditionally Enabled	Only conditionally enabled forms

How It Works:

• Select status from dropdown
• Table shows only forms matching that status
• Combine with other filters for targeted results

Use Cases:

• Auditing all disabled forms and their closure messages
• Reviewing conditionally enabled forms for upcoming deadlines
• Verifying all enabled forms are intentionally active
• Preparing status reports by form state

Examples:

• Select “Disabled” → Shows all closed forms
• Select “Conditionally Enabled” → Shows forms with auto-close conditions
• Select “Enabled” + Type “Survey” → Shows all active surveys
• Select “Disabled” + Date “Last 7 days” → Shows recently closed forms

Strategic Uses:

• Quality assurance: Check if any forms are unintentionally disabled
• Capacity planning: Review conditionally enabled forms approaching limits
• Cleanup: Identify old disabled forms for archival

5. Date Created Filter #

Column: Date Created
Type: Time range dropdown
Location: Filter row, Date Created column

Option	Time Range
All time	No date filtering
Today	Forms created today
Last 7 days	Forms created in the past week
Last 30 days	Forms created in the past month

How It Works:

• Select a time range from dropdown
• System calculates relative dates from current date
• Shows only forms created within selected timeframe
• Updates daily as the time window moves forward

Use Cases:

• Tracking recent form creation activity
• Identifying new campaign forms
• Monthly reporting on form proliferation
• Auditing recent creator activity

Examples:

• Select “Today” → Shows forms created today
• Select “Last 7 days” → Shows forms from the past week
• Select “Last 30 days” + Type “Quiz” → Shows quizzes created this month
• Select “Today” + Status “Enabled” → Shows new active forms launched today

Reporting Uses:

• Weekly activity reports: “Last 7 days”
• Monthly creation summaries: “Last 30 days”
• Daily standup reviews: “Today”

6. Updated Filter #

Column: Updated
Type: Time range dropdown
Location: Filter row, Updated column

Option	Time Range
All time	No update filtering
Today	Forms updated today
Last 7 days	Forms updated in the past week
Last 30 days	Forms updated in the past month

How It Works:

• Select a time range from dropdown
• Shows forms last modified within selected timeframe
• Captures any edit, setting change, or field modification
• Useful for tracking active maintenance and optimization

Use Cases:

• Reviewing recently edited forms for quality assurance
• Tracking ongoing optimization efforts
• Identifying actively managed vs. abandoned forms
• Coordinating with team members on recent changes

Examples:

• Select “Today” → Shows forms edited today
• Select “Last 7 days” → Shows forms modified this week
• Select “Last 30 days” + Responses Min: 0 → Shows recently created but not yet promoted forms
• Select “Today” + Name “Campaign” → Shows campaign forms edited today

Collaboration Uses:

• Team activity tracking: See what’s being actively worked on
• Change auditing: Review recent modifications
• Testing coordination: Identify forms currently under revision

Filter Combinations #

Powerful Multi-Filter Queries #

Filters work together to create precise queries. Here are strategic combinations:

Campaign Management Combinations #

Active High-Performers:

• Type: Survey
• Status: Enabled
• Responses Min: 100
• Updated: Last 30 days
• Result: Successfully running surveys with strong engagement

Needs Attention:

• Type: All
• Status: Enabled
• Responses Max: 10
• Date Created: Last 30 days
• Result: Recent forms with poor response rates needing promotion

Upcoming Deadlines:

• Status: Conditionally Enabled
• Type: All
• Result: Forms with automatic close conditions to monitor

Maintenance Combinations #

Recently Closed Forms:

• Status: Disabled
• Updated: Last 7 days
• Result: Forms recently closed for review or archival

Stale Forms:

• Updated: All time (inverse of recent)
• Status: Enabled
• Result: Forms that haven’t been updated in months (may need review)

Zero-Response Forms:

• Responses Min: 0
• Responses Max: 0
• Date Created: Last 30 days
• Result: Recent forms not receiving submissions (needs troubleshooting)

Analysis Combinations #

Quiz Performance:

• Type: Quiz
• Status: Enabled
• Responses Min: 50
• Result: Successful quizzes with significant data for analysis

Survey Creation Velocity:

• Type: Survey
• Date Created: Last 7 days
• Result: Recent survey creation rate

Active Poll Status:

• Type: Poll
• Status: Enabled
• Updated: Last 7 days
• Result: Currently active and maintained polls

Sorting Functionality #

While not explicitly shown in the current interface code, the forms table typically supports sorting by clicking column headers.

Expected Sort Behavior (standard for form management systems):

• Click column header once → Ascending sort
• Click same header again → Descending sort
• Visual indicator (arrow) shows current sort direction
• Sorting works in combination with filters

Useful Sort Strategies:

• Sort by Responses (descending) → See highest-performing forms first
• Sort by Date Created (descending) → See newest forms first
• Sort by Updated (descending) → See recently modified forms first
• Sort by Name (ascending) → Alphabetical organization

Filter Management #

Turning Filters ON #

1. Click the Filter button above the forms table
2. Badge changes to “ON” (primary color)
3. Filter row appears below table headers
4. Begin entering filter criteria

Clearing Filters #

Method 1: Turn Filters OFF

• Click Filter button to toggle OFF
• All filter inputs are cleared automatically
• Table returns to showing all forms
• Badge changes to “OFF”

Method 2: Clear Individual Filters

• Delete text in search field
• Select “All” in dropdown filters
• Clear numeric values in range fields
• Other filters remain active

Best Practices for Filtering #

1. Start Broad, Then Narrow: Begin with one filter, then add more to refine results
2. Use Saved Mental Filters: Remember useful combinations for recurring tasks
3. Clear Between Tasks: Turn filters OFF between different searches to avoid confusion
4. Check Filter State: Verify filters are OFF if you expect to see all forms but don’t
5. Combine Strategic Filters: Date + Status + Type creates powerful targeted queries
6. Document Complex Queries: For reporting, note filter combinations used for consistency

Requirements #

• Active FORMEPIC account
• At least one created form (some filters work on empty state)
• Modern web browser with JavaScript enabled
• Basic understanding of your form naming conventions and types

Tips and Tricks #

1. Quick Status Check: Use Status filter to rapidly audit form states
2. Response Ranges for Outliers: Min: 0, Max: 5 finds forms needing promotion
3. Combine Name + Type: Search “Newsletter” + Type “Form” finds specific subset
4. Date Filters for Reports: “Last 30 days” for monthly performance reviews
5. Zero Responses = Problem: Filter for zero responses on enabled forms to find issues
6. Conditionally Enabled Monitoring: Filter by this status to track deadline-based forms
7. Updated Filter for Teamwork: See what colleagues have been working on recently
8. Export After Filtering: Use filters to narrow down forms before bulk actions

Important Notes #

• Filters Are Not Persistent: Filters reset when you navigate away from the page
• Real-Time Updates: Filter results update immediately as you type or select
• Case Insensitive: Name search works regardless of capitalization
• No Regex: Search is plain text, not regular expressions
• Inclusive Ranges: Min and Max values are inclusive (e.g., Min: 10 includes exactly 10)
• Date Relativity: Time-based filters are relative to current date (automatically updates daily)
• Filter Visibility: Filters only appear when turned ON
• Bulk Actions Apply: You can use bulk actions on filtered results
• Selection Persists: Form selections remain when changing filters (until you turn filters OFF)

Common Issues & Troubleshooting #

Issue: Not seeing forms you expect to see

• Solution: Check if filters are ON. Turn filters OFF to see all forms. Verify you haven’t accidentally set restrictive filters.

Issue: Search isn’t finding forms you know exist

• Solution: Double-check spelling in the search field. Remember search is case-insensitive but must match partial text exactly. Clear other active filters.

Issue: Response range filter not working as expected

• Solution: Ensure you’re entering numbers only (no commas or symbols). Verify min is less than max. Check if forms actually have response counts in that range.

Issue: Time-based filters showing unexpected results

• Solution: Time filters are relative to today’s date. “Last 7 days” means the past 7 days from now, not a specific calendar week.

Issue: Can’t find conditionally enabled forms

• Solution: Select “Conditionally Enabled” from Status filter. If none appear, you may not have any forms with date or submission limit conditions set.

Issue: Filters reset unexpectedly

• Solution: Filters clear when toggling OFF or navigating away. This is by design. Document your filter combinations for recurring queries.

Issue: Forms appear/disappear while filtering

• Solution: If forms are being created, edited, or deleted by other users, the table updates in real-time. Refresh the page to get the latest data.

Issue: Type filter not showing a specific form type

• Solution: Verify the form is actually that type. Check the form’s settings to confirm its type designation.