Using Advanced Filtering with Multiple Forms

The Advanced Filter Extension now works with fields from joined forms when using the Multiple Forms Extension. This means you can filter entries not only from your primary form, but also from any additional forms you’ve joined together.

This makes it easier to build Views that display data from several forms while maintaining full control over which entries are shown.

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How it works

When you use Advanced Filtering with Multiple Forms, you’ll see a small change in the filter builder.

First, select the form you want to filter by.
Next, choose a field from that form.
Finally, set the rest of your condition (e.g., “is equal to New York”).

The only difference from regular filtering is that you now have an extra dropdown for selecting which form the field comes from.

This makes it easy to filter across both your primary form and any joined forms, all in the same place.

Any time you add, remove, or update a join, the list of available filter fields will automatically refresh to stay in sync.

Real-world examples

Here are two simple examples showing how you can use joined forms with Advanced Filtering.

Example 1: Show only orders from customers in a specific city

Suppose you have two forms:

Customer Registration form – collects customer details like name, email, and city
Order form – records purchases

By joining these forms, you can filter orders based on customer details.

Data source setup showing form preset selection, join conditions for Order Form and Customer Registration Form by email

Workflow:

Create or edit a View that joins the Order Form (primary) with the Customer Registration Form (joined on Email).
Go to the Filter & Sort settings tab.
Click Add Condition. You’ll see two dropdowns:
- First, choose the Customer Registration Form.
- Next, select the City field.
Complete the condition by setting: City is New York.

Advanced filter settings showing conditions: "Customer Registration Form is New York" and "City"

The View now displays only orders placed by customers in New York.

Example 2: Display a membership level field only for active members

In some cases, you may want to display information only under certain conditions. For example, you can show membership details only for customers who are marked as active.

Customer Registration form – stores customer profiles and membership status
Order form – tracks purchases

Workflow:

Create or edit a View that joins the Order Form (primary) with the Customer Registration Form (joined on Email).
Add the Membership Level field (from the Customer Registration Form) to the View layout.
Open the field’s settings.
Under Visibility, click Add Condition. You’ll see two dropdowns:
- First, choose the Customer Registration Form.
- Next, select the Membership Status field.
Complete the condition by setting: Membership Status is Active.

Conditional logic settings for field visibility with options to add conditions or groups based on user status — Example: Show Membership Level only when Membership Status = Active.

Now, the Membership Level field appears only for active members in the View.

Conclusion

With Advanced Filtering now supporting Multiple Forms, you can build Views that combine data from several forms while still keeping precise control over what’s displayed. You’re no longer limited to filtering by fields from a single form, conditions can now span across joined forms, giving you far more flexibility.

This opens the door to many possibilities: filtering orders by customer details, showing or hiding fields based on membership information, displaying class enrollments by student status, narrowing search results by survey responses, and much more.

No matter how your forms are structured, you can now use Advanced Filtering to create powerful, dynamic Views tailored to your workflow.