Element specific filters

Set permanent filters on elements

Updated at June 5th, 2020

You can permanently limit elements to a given subset of respondents by applying the current scenario as a filter.

This is particularly useful to represent skip logic, where a question may apply only to a subset of respondents.

Example

For example this survey asks respondents for their specialty in S1. The survey has a skip pattern where S2 is only asked of respondents who answered "Practice Nurse" in S1. 



Define a filter

Press to filter for "Practice Nurse" in S1. This defines a scenario where the relevant subset of respondents is selected (see Press to query tutorial). 


Apply permanent filters

With a scenario defined, we can apply the filter to S2 only. Press the edit icon for S2 and select "Filters..." from the context menu:

In the Filters dialog select "Apply current filters" and press Ok:


S2 is now permanently limited to Nurses, and this is automatically labeled in the footnote:


The element filter is applied in addition to global and current filters that you've set in the project.  

Filters applied to a group are recursively set for child elements within the group.

You can override the automatic footnote by editing it.  Pressing on it once to make it editable and type preferred text.

Clear filters

To clear a filter, select "Clear filters" from the Filters dialog.

Editing the filter in JSON

Filters can be also be edited using the "Edit JSON..." option in the context menu.  This can be useful for advanced cases.

For example, the above S2 filter will have the "filter" attribute set using the MongoDB logic.

Copy the filter to another element

You can highlight the entire filter attribute and copy it into the JSON Editor for other elements that follows the same skip pattern.



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