Searching for Records
You can perform a record search from either the Map View or the List View.
Select the Magnifying Glass icon in the bottom menu bar from either view. A search bar and keyboard will appear.
Enter your search terms or tap the Barcode icon to scan a barcode and select a record from the results.
Tap the desired record to view or modify it.
The search returns all records containing your search values, including data within child records in repeatable sections. You may search for specific ID numbers or key phrases from a choice list or classification set.
Filtering Records
Once you have created records, you can filter them by project, record status, or the user who created or last updated the record. Filtering adjusts which records appear in both the map and list views. You can combine as many filters as necessary.
Tap the Funnel icon from either the map or list view pages to access filter options.
Use the Enabled Filters option at the top of the page to toggle your filters on or off without removing your settings.
Tap a filter to add it (indicated by a check mark). To remove a filter (excluding custom filters), tap the check-marked item again.
Adding Custom Filters
Custom filters allow you to filter data based on fields within your app. You will not find the options to filter based on status or project within the custom filter setup page; instead, use the status or project filters within the main filter page.
Tap + Add Rule to be taken to the custom filter setup page.
Start at the top and work your way down. First, tap the Field section to see a page with all the fields contained within your app. Tap the field you would like to create a filter for.
Select the Operator. The operator options presented will vary based on the field type you selected. For more strict field types, you will have fewer options.
The total possible operators are:
One of / Not one of
Is blank / Is not blank
Equals / Not equal
Greater than / Greater than or equal
Less than / Less than or equal
Contains / Does not contain
Select the Value. Possibilities for the value option depend on the operator being used. Operators like is blank or is not blank do not require a value. Operators like contains or does not contain require you to manually enter a value. Operators like one of or not one of will present a pick list to select from.
Once you have setup the filter, press the Done button to back out to the main filter page where you will see the custom filter you just created.
If you wish to create another custom filter to use with the one you just created, press the + Add Rule button again.
To delete a custom filter, swipe left on the filter you wish to delete and tap Delete.
Notes
Sorting Records: To change the display order, navigate to Settings > List View. You can sort by Title, Status, Created Time, or Updated Time in ascending or descending order.