How to use filters in Submission Settings

Category: Form Builder Section: Workflows & Form Submission Last Updated: 2023-11-01

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Use XPath filters to control when documents assemble or emails send based on form field values.

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When to Use Filters

• Assemble different templates based on user selections
• Send emails only when specific conditions are met
• Restrict workflows to certain field values

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Filter Syntax by Field Type

Text, Email, and Number Fields

//Data[Field_Name='value']

Dropdown Lists

//Data/Field_Name[value='option']

TIP

For dropdowns, value is literal — only replace option with your choice value.

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Radio Buttons

Check overall value:

//Data/Field_Name[Field_Name='option']

Check if option is selected:

//Data/Field_Name[option='true']

Check if option is NOT selected:

//Data/Field_Name[option='false']

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Checkbox Groups

Include when option A is checked (regardless of other selections):

//Data/Field_Name[A='true']

Include when ONLY option A is checked:

//Data/Field_Name[Field_Name='A']

Include when both A and B (only) are checked:

//Data/Field_Name[Field_Name='A,B']

WARNING

Option names containing spaces won't work with the [option='true'] syntax.

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Comparison Operators

Operator	Meaning
=	Equals
!=	Not equals
>	Greater than
>=	Greater than or equal
<	Less than
<=	Less than or equal

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Examples

Assemble template only for Australian addresses

//Data[Country_cho='Australia']

Send email when total exceeds 1000

//Data[Total_num>1000]

Include document when checkbox option selected

//Data/Terms_chk[Agree='true']

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Learn More

For comprehensive XPath documentation: W3Schools XPath Syntax