{"id":1161,"date":"2026-03-17T06:20:52","date_gmt":"2026-03-17T06:20:52","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&#038;p=1161"},"modified":"2026-03-17T06:20:52","modified_gmt":"2026-03-17T06:20:52","password":"","slug":"tc-filter-for-forms-surveys-quizzes-in-workflows","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/tc-filter-for-forms-surveys-quizzes-in-workflows\/","title":{"rendered":"T&#038;C Filter for Forms, Surveys &#038; Quizzes in Workflows"},"content":{"rendered":"<h2 id=\"Overview\" dir=\"ltr\">Overview<\/h2>\n<p dir=\"ltr\">We\u2019ve introduced a new feature in workflows\u2014T&amp;C Filter, allowing accounts to filter users based on whether they agreed to the Terms and Conditions (T&amp;C) or not. This enhancement helps streamline user targeting and ensures workflow steps are aligned with compliance requirements.<\/p>\n<hr \/>\n<h2 id=\"Feature-Benefits\" dir=\"ltr\">Feature Benefits<\/h2>\n<ul>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Improved User Segmentation: Filter users based on their T&amp;C agreement status.<\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Enhanced Compliance: Ensure only users who have agreed to specific terms and conditions proceed in workflows.<\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Customizable Workflow Paths: Create targeted user journeys by setting conditions for users who agreed or did not agree to the T&amp;C.<\/p>\n<\/li>\n<\/ul>\n<hr \/>\n<h2 id=\"How-It-Works\" dir=\"ltr\">How It Works<\/h2>\n<h3 id=\"1.-Adding-the-T&amp;C-Filter-to-Your-Workflow\" dir=\"ltr\">1. Adding the T&amp;C Filter to Your Workflow<\/h3>\n<ol>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Navigate to the\u00a0Workflows\u00a0section.<br \/>\n<img fetchpriority=\"high\" decoding=\"async\" class=\"fr-fic fr-dii fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155041376626\/original\/LWXOQf3ddmc6VlM0bSl8bM1FruET4qQNmQ.png?1739273801\" width=\"624\" height=\"291\" data-id=\"155041376626\" data-attachment=\"[object Object]\" data-index=\"0\" \/><\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Select the workflow you want to modify or create a new one.<\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\"><span dir=\"ltr\">Select workflow trigger &#8211; \u2018Form Submitted\u2019, \u2018Quiz Submitted\u2019 or &#8216;Survey Submitted&#8217;<\/span><\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Click\u00a0Add Filters.<\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Choose the\u00a0T&amp;C Filter<span dir=\"ltr\">\u00a0option.<br \/>\n<img decoding=\"async\" class=\"fr-fic fr-dii fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155041376678\/original\/D075y86pZckMYaRMxqUfgyw0JfHytn3izw.png?1739273826\" width=\"624\" height=\"423\" data-id=\"155041376678\" data-attachment=\"[object Object]\" data-index=\"1\" \/><\/span><\/p>\n<\/li>\n<\/ol>\n<h3 id=\"2.-Configuring-the-Filter\" dir=\"ltr\"><span dir=\"ltr\">2. Configuring the Filter<\/span><\/h3>\n<ul>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Condition Options:<\/p>\n<ul>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Users who have agreed to the T&amp;C.<\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Users who have\u00a0not\u00a0agreed to the T&amp;C.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Apply the filter to the relevant step in your workflow.<\/p>\n<\/li>\n<\/ul>\n<h3 id=\"3.-Save-and-Test\" dir=\"ltr\">3. Save and Test<\/h3>\n<ol>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Save your workflow changes.<\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Run a test to verify that the filter behaves as expected.<\/p>\n<\/li>\n<\/ol>\n<hr \/>\n<h2 id=\"Use-Cases\" dir=\"ltr\">Use Cases<\/h2>\n<ul>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Promotional Offers:\u00a0Exclude users who haven\u2019t agreed to updated terms from receiving specific offers.<\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Feature Access:\u00a0Restrict access to premium features based on T&amp;C agreement.<\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\">Compliance Management:\u00a0Ensure only compliant users participate in regulated workflows.<\/p>\n<\/li>\n<\/ul>\n<hr \/>\n<h2 id=\"FAQs\" dir=\"ltr\">FAQs<\/h2>\n<p dir=\"ltr\">1. Can I combine the T&amp;C filter with other filters?<br \/>\nYes, the T&amp;C filter can be used alongside other workflow filters for more advanced segmentation.<\/p>\n<p dir=\"ltr\">2. What happens to users who haven&#8217;t interacted with the T&amp;C?<br \/>\nThey will be categorized as \u201cNot Agreed,\u201d ensuring clarity in your workflow decisions.<\/p>\n<hr \/>\n<h2 id=\"Need-Help?\" dir=\"ltr\">Need Help?<\/h2>\n<p dir=\"ltr\"><span dir=\"ltr\">If you have questions or need assistance, contact support.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview We\u2019ve introduced a new feature in workflows\u2014T&amp;C Filter, allowing accounts to filter users based on whether they agreed to 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