Field Filtering

Learn how to limit options on a field in applications, events, and forms based on responses to other fields.

Megan Butts avatar
Written by Megan Butts
Updated over a week ago


It is important to understand that you can only filter majors, terms, degrees, campuses, and schools against one another.

To improve data collection and enhance the student experience, use dynamic filtering in your application, form, or event registration. This method restricts field options based on previous answers. For example, if your institution only accepts nursing applications for the fall or limits high school students to non-degree-seeking status, dynamic filtering automatically adjusts the form to reflect these requirements.

With the filters feature, the form adapts as students fill it out, narrowing down choices and ensuring accuracy without the need for lengthy explanations.

Setting Up "Available For" on Data Sources

When populating your majors, terms, degrees, campuses, and schools in the data sources module, you have optional settings for each item under these data sources. These optional settings are additional integration codes and space to create relationships between these other data sources, which we will call "Available For."

The "Available For" section gives you a space to connect your majors to your terms, degrees, campuses, schools, student types, and application types.

The first step in getting your data to filter off of one another is to fill out the "Available For" section on your majors. You can do this by editing them one by one using the pencil icon, or after setting up the "Available For" for one major, you can download this list as a spreadsheet and edit it outside of Element using the download and upload icons in the right corner of the Majors Data Source page.

Applying Filtering on Applications and Forms

After adding the "Available For" to all of the majors, it is time to go into the application or form that you want to add filtering to.

Since you added the "Available For" settings on your majors, that is the indicator to tell you to go to the major field and edit it.

Note: You can set "Available For" on other data sources, like Term. Wherever you set the "Available For" settings will indicate what field you should edit on your form or application

In the major field settings, scroll to the "Field Options" box and toggle on "Use Filters".

There are two options: "Filter Available Options?" and "Filter Another Field?". If you are trying to filter down your major list based on the field asked before the major field, you will use the "Filter Available Options?". If you want to filter a different field further down on your form based on what the student selects on the major field, you will use the "Filter Another Field?". You can use both if you want major filtered off of a field and then major to filter another field asked further down on the form.

The "Field" dropdown is where you identify the field on the form or application to use to filter the major field OR the field to filter later down once selecting an option on the major field, depending on the type of filtering you are setting up.

The "Dimension" dropdown is where you identify the "Available For" property to use for filtering. For the most part, "Field" and "Dimension" should be similar in naming convention. For example, if you want to filter Term based on Major, the "Field" is your Term field on the form, and the "Dimension" is Terms because that is the "Available For" property on the Major settings.

Note: If you have repurposed the Schools Data Source as your Concentrations list, the "Field" would be Concentrations, and the "Dimension" would be Schools.

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