Discussions

Expand all | Collapse all

Search bar -

  • 1.  Search bar -

    Posted 26 days ago
    Edited by Mathew Crist 26 days ago

    Hi,

    My question is similar to a question in another post:

    https://community.quickbase.com/communities/community-home/digestviewer/viewthread?GroupId=103&MID=33881&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer

    I'm essentially wanting to do the same thing. I want to create a handful of reports that are able to search one specific field only (i.e. the 'Notes' field) for specific keywords using the search tool.

    I know I can make fields unsearchable. However, that doesn't fit my need. This would need to be accomplished at the report level for it to work.

    More details:
    I'm looking for the best way to exclude a handful of fields from being searchable (or include/search only one specific field) when using the search bar in all of our Kanban reports.

    When using the search tool here...


    It will search every field that is searchable.

    I know that I can go into the field and deselect the searchable field here:



    However, I don't want to make the field unsearchable in every report, only a handful of them.

    One thought I had is to control the searchability from the report level here, but not sure if there's a place to do that...



    Any recommendations?



    ------------------------------
    Mathew Crist
    ------------------------------


  • 2.  RE: Search bar -

    Posted 25 days ago
    Edited by Justin Torrence 21 days ago

    @Mathew Crist

    If leveraging the new #Dashboards feature is an acceptable solution, this will give you the ability to filter on one column only (without changing global field settings).

    Here's a link to the documentation: https://help.quickbase.com/user-assistance/using_dashboards.html

    Also, @James Travaglini covers this in an Empower Quick Hit here:

    https://www.youtube.com/watch?v=QsL1sMSabbE​

    You could even throw many Kanban reports on one dashboard and filter them all at the same time.

    ​​

    ------------------------------
    Justin Torrence
    Quickbase Expert, Jaybird Technologies
    jtorrence@jaybirdtechnologies.com
    https://www.jaybirdtechnologies.com/#community-post
    ------------------------------



  • 3.  RE: Search bar -

    Posted 25 days ago
    Crazy idea, but you can make a Connected Sync Table of the Table with the Kanban, and mark  most fields unsearchable.  The data would be up to 59 minutes out of date as the sync runs every hour.

    But then you would not be able to edit records, just search.  But you could have a hyperlink on the Kanban card to edit, which would link to edit the real record. ... just trying to think outside the box.

    ------------------------------
    Mark Shnier (YQC)
    mark.shnier@gmail.com
    ------------------------------



  • 4.  RE: Search bar -

    Posted 25 days ago
    Very cool! I will explore this further. The date range and the text filters are very useful.

    ------------------------------
    Mathew Crist
    ------------------------------



  • 5.  RE: Search bar -

    Posted 25 days ago
    Thanks Mark, this is an interesting option and I can see it being very useful for other use case scenarios. Unfortunately for this particular scenario, the ability to edit is also needed.

    ------------------------------
    Mathew Crist
    ------------------------------



  • 6.  RE: Search bar -

    Posted 25 days ago
    Well another simple stupid idea is to make an <ask the user> filter on the [Notes] Contains field on a Kanban report.  So run the report,  answer the question,  and land on the Kanban results.

    ------------------------------
    Mark Shnier (YQC)
    mark.shnier@gmail.com
    ------------------------------



  • 7.  RE: Search bar -

    Posted 25 days ago
    Another idea is to make a single Record ina Table to hold the search term.  It will be on Record ID of 1. Like that record to your details table and flow down the search terms and have a Kanban Report filleted when the notes contains the search term. 

    Put the kanban in the form as a report link field.

    ------------------------------
    Mark Shnier (YQC)
    mark.shnier@gmail.com
    ------------------------------