Form

The Form filters are all related to the completion, timeframe, and number of times a client has completed a specific form, or forms within a form category.

Important

In order to use form filters, you must have an active subscription to LoopSpark’s forms and waivers add-on.

Form rules will almost always contain filters for Form Count and Form Name.

Example Form Rules:

Example 1: Client has completed specific form:

• Form Name = [select form name]

Example 2: Client has never completed specific form:

• Form Name = [select form name]
• Form Count = 0

Example 3: Client has completed 3 forms in form category:

• Form Count = more than 2
• Form Category = [select category]

Example 4: Client completed 3 forms within a category in last 30 days:

• Form Count = more than 2
• Form Category = [select category]
• Form History = in last 30 days

For Category:

Select the from category name and use other form filters to narrow down completion count and history. Form Category filters will almost always exist in a rule group containing the filter Form Count

filter operators

• at least once - client has completed at least one form in your selected form category.
• only - the only forms a client has ever completed are in your selected category.
• never - client has never completed any forms in your selected category.

Form Count

Form Count filters by the number of forms a client has completed that meet all other form filters contained in that rule group. Form Count will almost always exist in a rule group containing Form Name or Form Category

Example:

• Form Count = More than 2
• Form Name = Retail Survey

The above form rule will find all clients that have completed a form named “retail survey” 3 or more times.

filter operators

• never before find all clients that have never completed a form. When added in a rule group that contains form name or form category this would become: Find all clients that have never completed a form that meets the rest of this form rule’s filters.
• more than find all clients that have completed more than X forms that meet the rest of my form rule’s filters.
• fewer than find all clients that have completed fewer than X forms that meet the rest of my form rule’s filters.
• exactly find all clients that have completed exactly X forms that meet the rest of my form rule’s filters.

Form Name

The Form Name filter will help you target users who did, or did not complete a selected form. Almost all rule groups for form name will include filters for form count or form history

Example 1:

Show all clients that have completed at least 3 forms called “retail survey”

• Form Name = Retail Survey
• Form Count = More than 2

Example 2:

Show me all clients that completed a form called ”retail survey” in the past 7 days.

• Form Name = Retail Survey
• Form History = in the last 7 days

filter operators

• at least once - select form name that meets the rest of your form rule’s filter criteria. If this is the only filter in your form rule, a client must have completed the selected form at least one time.
• only - select all clients that have completed by selected form at least one time, and have never completed any other forms.
• never - select all clients that have never completed selected form.
• any form - select all clients that have completed at least 1 form.
• no form - select all clients that have never completed any forms.

Form History

The Form History filters clients by the timeframe of completed forms that match the rest of your form rule filters.

Example 1:

Show me all clients that have not completed any forms in the past 90 days.

• Form Count = 0
• Form History = in the last 90 days

Example 2:

Show me all clients that completed a form called “Liability Waiver” today.

• Form Name = Liability Waiver
• Form History = today