In this article we will be giving an overview of Filterable Select Questions.
What are Filterable Select Questions?
A Filterable Select Question is a select question with options based on the option selected from another select question.
When would I use a Filterable Selection Question?
Say you have a parts list with 1,000 parts, but only 200 of them are associated with the northeast region. Your team in the northeast region only wants to see those 200 parts when they're filling out their form, not all 1,000. Using a Filterable Selection Question, when your team selects "Northeast" as the answer in the "Region" question, only the 200 corresponding parts are shown to them when they open the "Parts" question.
How do Filterable Selection Questions work?
In this article we will do a basic example of a Filterable Select Question.
Filterable Select Questions are based on the data you upload as a Resource. Let's say you have a spreadsheet that contains data for all the cities and states in the USA, broken out over 2 sheets:
You want users to select the state, which should filter only the cities associated with that state, and automatically populate the population for that state.
How do I build a Filterable Select Question?
First you need to create a new form so that you can enter build mode. From your dashboard, click the "Forms" icon on the blue bar in the left-side menu, then click "New Form".
Now you should see the form builder screen in front of you.
Now you will add your first select question for state and follow the next steps (screenshots) of how to apply your resource file and populate your first select question.
Now that your resource is attached, select the "Options Table" value that you want the question to reference. In this example, that value is "US Geography.States".
Set the "Text Column" (The column of the data that needs to be displayed).
Now set the "Identifier Column" to "Abbreviation", as this is the text that will be displayed when the data is submitted by the user, instead of the state's full name.
Now we are going to move on to the select question for cities. This select question needs to be filtered, depending on which state was selected in the previous select question.
Because you have already attached your resource file, you can click on the "File List" tab and attach the corresponding resource file to your select question.
We are working with the "State Cities" select question, therefore we will use the other sheet called "US Geography.Cities".
We will set the "Text Column" to "City".
Because there are cities with the same names, a column has been created for "City ID". This column contains the state abbreviation as a prefix to make it easier to identify the state of the city. We will use this for the "Identifier Column".
Select the option to filter by clicking on "Set Filter".
You will be prompted with a screen to set the conditions to determine the outcome of your filtered list.
You want a list of cities to be displayed, so in order for you to achieve this you will need to set your condition as follows and click "Save".
Save the form and sync your forms list. On your device you should now see the form. On open, you will be able to see the questions you have created.
When choosing a state, you can start typing and it will filter down your options.
In this example, we have selected Rhode Island as the state. Now, when you open the "State Cities" question, you will only see the cities for Rhode Island.
Select your city and submit your form.
This concludes our overview for Filterable Select Questions. If you have any questions or comments feel free to send us a message at firstname.lastname@example.org or leave us a comment below.