We’re always looking for ways to help admins and field teams work faster and smarter. This quarter, we’re excited to highlight a meaningful update to how Stored Filters work in iFormBuilder — one that saves time and keeps your workflows running without interruption.
Stored Filters Now Support List View Operations
If you manage data in iFormBuilder, you know how valuable filters are for finding the right records quickly. Until now, Stored Filters were a convenient way to save your filter criteria — but applying them to list view operations required extra steps each time. That’s changed.
Stored Filters now work directly with list view operations, giving admins the ability to load filtered data sets with a single click — no need to manually reset filter criteria every time you return to the list.
What This Means for Your Team
For admins who regularly work with large data sets or need to review specific subsets of records, this update removes a lot of repetitive clicking. Here’s what you can now do with Stored Filters:
- Load data that matches your saved filter criteria directly from the list view.
- Skip the manual filter setup each time you open a record list.
- Streamline review, approval, and reporting workflows that rely on consistent filtered views.
- Keep your team focused on the data that matters — not on navigating the UI to find it.
See It In Action
Want to see exactly how Stored Filters work with list view operations? We put together a short walkthrough video that shows the new behavior step by step.
Watch the video to see:
- How to create and save a filter in iFormBuilder.
- How to apply a Stored Filter to a list view in just a few clicks.
- The time savings admins can expect when managing filtered data regularly.
Read the Full Details in Our Help Center
For a complete breakdown of how Stored Filters work — including step-by-step instructions and details on the new list view behavior — check out the Stored Filters help desk article. It covers everything you need to get up and running, whether you’re setting up filters for the first time or updating an existing workflow.
Questions? We’re Here to Help.
If you’d like a personalized walkthrough or want to explore how Stored Filters can fit into your team’s workflows, schedule time with us or reach out at sales(@)zerionsoftware.com.
Small improvements to how you interact with your data can add up to big time savings over the course of a week, a month, or a quarter. We’re excited for you to put this one to work.
