Contact Filters on a Progress Board
You can use the Contact Filters on a Progress Board to filter the results displayed in each card by the attributes of the contacts who are tagged in the stories and survey responses.
Steps
Press the Filter Contacts button on the Progress Board
The Filters Overlay appears
Expand each section to set criteria to filter the contacts
Press Apply
The cards on the Progress Board will update to show the filtered progress
Criteria you can filter by
Criteria | Description |
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Contact category fields | Filter by the characteristics of your contacts that are entered into your Contact Forms.
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Various other dynamic criteria |
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Progress & Survey fields | Filter by the progress data stored about your contacts and their survey responses. This filters the progress that is shown to being only the progress that is tagged to contacts whose previous stories contain total progress or survey questions within the parameters you set.
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