Filter visible data in Table and Kanban components

You can restrict data displayed on a Table or Kanban component in your form project by using filters, views, or by hiding fields.

Filters

You can filter records using rules similar to those available for Zapier Tables. When a filter is active, only records or cards that match the filter will be displayed.

1. From the Forms home, click the name of your form project.
2. Click the page where your component is.
3. Click your Table or Kanban component. A sidebar will open.
4. In the sidebar, click the Data tab.
5. Click Filter, three new fields will appear:
   1. Click the first dropdown menu to select the field that will be filtered.
   2. Click the second dropdown menu to select the rule.
   3. Click the text field to enter the value that will be used in the filter. Some rules do not require a value.
6. Click Save changes.

Note

If you add a filter, the table search becomes unavailable. Create a view for your table to filter it and allow searching.

Views

You can select a table view to display a subset of data in your Table or Kanban component.

1. From the Forms home, click the name of your form project.
2. Click the page where your component is.
3. Click your Table or Kanban component. A sidebar will open.
4. In the sidebar, click the Data tab.
5. Click the Table View dropdown menu and select the view to display.

Remove a view

To stop using a view on a component and return to the full table, you must remove the table and re-add it.

1. From the Forms home, click the name of your form project.
2. Click the page where your component is.
3. Click your Table or Kanban component. A sidebar will open.
4. In the sidebar, click the Data tab.
5. On the Table field, click the X icon beside the table's name. This will remove the table from the component.
6. Click the Table field to search and select the table again.

Hide fields

You can hide specific fields from a table, allowing the component to display only certain information.

Table component Kanban component

Table component

1. From the Forms home, click the name of your form project.
2. Click the page where your component is.
3. Click your Table component. A sidebar will open.
4. In the sidebar, click the Data tab.
5. Clear the checkbox beside any field you want to hide.

Kanban component

By default, only fields used to group and title cards appear for Kanban components.

1. From the Forms home, click the name of your form project.
2. Click the page where your component is.
3. Click your Kanban component. A sidebar will open.
4. Select the checkbox beside any fields you want to display.

Note

• You cannot hide the field used to group the cards.
• Kanban components have a limit of 1,000 items.

If your form project has managed users, you can also customize the information displayed by using dynamic filters.