Most efficient way to track which users have a custom form attached to their profiles

Forum|Forum|10 months ago
March 13, 2025
3 replies
633 views

Hi everyone,

We have a number of users who have a custom form attached to their profiles. What would be the most efficient way to track users who have and don't have the custom form attached to their profiles? I've tried testing a user report with a filter and also a filter for the user list, but neither has panned out. I'm welcome to all thoughts and suggestions.

Best answer by MorganHatcher

If there is only one custom form on the user's profile you should be able to filter by Category ID. Or if I have multiple forms, I sometimes find it easier to find a field that is only found on the form (and is filled out) and then do a field is not blank in the filter.

MorganHatcherAccepted solution

Level 4

If there is only one custom form on the user's profile you should be able to filter by Category ID. Or if I have multiple forms, I sometimes find it easier to find a field that is only found on the form (and is filled out) and then do a field is not blank in the filter.

Jared_MauchAuthor

Level 6

It's only one custom form that I'm trying to track. Thanks for pointing out to filter by Category ID.

Srinija_N

Level 7

You can apply prompt on Category ID on your user report to run it with either Is Blank or Is not Blank as required.

Sven-iX

Community Advisor

Simplest might be a report that lists the forms attached

But you can't group on that. @srinija_n's suggestion where you search for a specific form being attached would help there.

If you want to find users "where form X is missing" you need to add an EXISTS block to the filter

EXISTS:a:$$EXISTSMOD=NOTEXISTS
EXISTS:a:$$OBJCODE=OBJCAT // the linking object
EXISTS:a:category:name={enter form name} // field on the linked (target) object
EXISTS:a:objID=FIELD:ID	// field on the linking object