Filter Form Records

When you want to view form records by Tasks, Endorsed, or Rejected tabs, you can use the Filter Form Records feature. This filter allows you to quickly see which form records meet the criteria you’ve set.

To get started, navigate to the Customer Service menu and click Form Management. In the upper-right corner of the selected tab, click the 'Filter' button. A pop-up window will then appear, allowing you to filter the data forms. Set the desired criteria and click 'Apply Filter'.

Filter Form

Component Explanation:

Name	Description
Start Date	To display form records starting from the selected date.
End Date	To display form records up to the selected date.
Channel Type	To display form records based on the selected channel type. (optional).

In the example image below, the system displays all approved forms in the Endorsed tab by clicking the Filter button. Then, the filter pop-up will appear, where you can set the date range (start date and end date), select 'Dolphin Live Chat' as the channel type criteria, and click 'Apply Filter'.

Pop Up Filter

The system will automatically display the tickets based on the criteria you’ve set, as shown in the image below.

Filter Result