You are browsing myClubhouse Knowledge Base

Form Queries

Owned by Peter Hickson, created
Last updated: Jun 20, 2023 by Joanne Shovelton
3 min read

Form Queries are a feature within the Forms section to help analyse the answers that users give to forms. They work similarly to Member Lists in how they are created. They can also be used in Member Lists in order to use the list of users in other places around your site.

In this example, the form being used is a form to report an incident that happened at a racing event.

Instructions

  1. Navigate to Forms > Forms Manager

  2. Next to the Form you wish to query, click Analyse > Queries.

  3. Click the green “Add New” button.

  4. Name: The name of the Query.

  5. Description: A short description about the purpose of this Query.

  6. Design: The Query is created by running a search on the answers to the Form it is attached to. The search will be run each time the Query is used, so it will always be up-to-date. Enter elements to build up the criteria for the Query search.

    1. Add Criteria: Add another criterion to the Query.

    2. Add Grouped-criteria: Add grouped criteria to the criteria above. Such as a user that answered that the damage was less than £100 and the date or person who hit them is unspecified. For readers with an understanding of logic, these clauses would be contained within brackets e.g. Cost of Damage is less than £100 AND (Who hit you is null or empty OR Date of incident is not specified)

    3. And/Or: Criteria can be used in an “And” or “Or” Capacity. If “And” is chosen, all criteria must be true for a user to be added to the Query, if “Or” is chosen, only 1 criterion must be true.

    4. Delete criterion: Removes this criterion from the Query.

       

  7. Test Run: This can be used to test the Query before saving and using it. Just click the “Run” button and you will be shown a list of all matching users along with the count.

  8. Save: Save the Form Query.

 

Other Functions

In the list of Queries for each form, there are some extra options next to each Query.

  • Edit: This allows you to make adjustments to the Query.

  • Copy: This creates a duplicate copy of this Query. This is useful when creating multiple Queries that are similar, as the original criteria are copied then small adjustments can be made.

  • Run: This will run the Query, giving you a list of every matching user and the total number returned.

  • X: This will delete the Query.

Related articles