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Person Filters

Advanced Forms adds two powerful filters to Rock's Data Views, allowing you to find people based on their form activity and responses.

HasFormEntry Filter

Purpose: Filter people who have interacted with a specific Form Type.

Configuration Options

  1. Form Type: Select the form to check (e.g., "Volunteer Application").
  2. Status:
    • Draft: Find people who started but haven't finished (useful for follow-ups).
    • Submitted: Find people who completed the form.
  3. Date Ranges:
    • Created Date: When they started the form.
    • Submitted Date: When they finished it.
  4. Where (Condition Builder):
    • This is the most powerful feature. You can filter based on specific answers inside the form.
    • Example: Find all people who submitted the "Volunteer App" AND answered "Yes" to "Are you available on Sundays?".

HasFormPackEntry Filter

Purpose: Filter people who have interacted with a specific Form Pack.

Configuration Options

  1. Form Pack: Select the pack (e.g., "Summer Camp Registration").
  2. Status:
    • Options: People who only looked at the initial options screen.
    • Draft: People currently working on the packet.
    • Submitted: People who completed the entire packet.
  3. Date Ranges: Created and Submitted dates.
  4. Where (Condition Builder):
    • Filter based on answers from any form within the pack.
    • Example: Find people who submitted the "Camp Reg" pack AND selected "T-Shirt Size: Large" in the "Camper Info" form.

Use Cases

  • Follow-Up Lists: Create a Data View for "People with Draft Applications > 7 Days Old" and subscribe to a report to email them reminders.
  • Segmented Communication: Send an email blast only to people who answered "Interested in Youth Ministry" on a general interest survey.
  • Qualification Checks: In a group requirement, use a Data View filter to ensure a member has submitted their "Liability Waiver".