Use Form Tags in the Mobile App to filter a list of forms

Field technicians can use tags to quickly find a specific form in the ProntoForms Mobile App Forms, Inbox, Drafts, and Sent lists. The Mobile App displays the forms that match All or Any of the selected tags. Form designers decide which tags to add to each form. This topic describes how users change the filter options from All to Any and how to select form tags.

Supported on all tiers:

Essentials
Advanced
Enterprise

Prerequisites

Steps to filter a list of forms by tags

  1. In the ProntoForms Mobile App on your device, select Forms, Inbox, Drafts, or Sent.

    Result: The app displays a list of available forms.

  2. Select the tags icon as shown in the following example.

    Tip:The app only displays the tags icon if the form designer configured tags for at least one form in the list.

    Select the tags icon to open a list of tags you can select to filter the list of forms.

    Result: The app opens a list of tags you can select.

  3. Do you want to display forms that match All the tags that you select?

    • If yes, select All.

    • If no, select Any to display a list of forms that match at least one of the selected tags.

  4. Select the tags you want to filter by. In the following example, the user selects the All filter option and the “campus” and “inspection” tags.

    You can select one or more tags from the list. In the example, the user selects the "campus" and "inspection" tags. The tag operator is set to filter only forms that match "All" tags.

  5. Select Done to apply the filter.

    Result: The app displays a list of matching forms based on the filter option:

    • If you selected All, the app displays a list of forms that match both the “campus” and “inspection” tags.

      The app displays the filter options "ALL Tags: inspection, campus" and lists only forms that match both the "campus" and "inspection" tags.

    • If you selected Any, the app displays a list of forms that match either the “campus” or the “inspection” tags or both.

      The app displays the filter options "ANY Tags: inspection, campus" and lists only forms that match one or more of the "campus" and "inspection" tags.

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