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How to use Form Filters to trace data

Flow Manager lets you trace form data back to a specific value — useful for quality control, e.g. tracking down which pallet a faulty batch number came from.

What you'll build

A filtered Flow Manager report that narrows down to one form, then one field value — in this example, finding the pallet linked to a specific can batch number.

Step 1 — Open Flow Manager

Go to Analytics → Flow Manager.

Screenshot 2026-09-21 at 3.19.34 pm

Step 2 — Set your lines and date range

Click Change Selection in the top right, then choose the Date range and Line you're investigating.

Step 3 — Add the columns you need

  • In the Settings tab

  • Add the Name column (the alert name)

  • Add the column name that holds your tracking information

    • Example: Aerosol WO Start – Can Batch Number


Step 4 — Filter to the specific form

  • Click Filter → + button

  • Select Name

  • Choose the form you're after (e.g., Aerosol WO Start Flow)

 
 

Step 5 — Filter to the Specific Field

  • Click Filter again > + button

  • Select the target field (e.g., Can Batch Number)

  • Enter or select the batch number you’re tracing

 

The report now shows only the form instance(s) matching both filters, with the rest of your chosen columns (line, workstate, duration, and so on) alongside it.