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Is there any way to add the home page's search widget on a regular table's form?

  • 1.  Is there any way to add the home page's search widget on a regular table's form?

    Bronze
    Contributor
    Posted 04-28-2017 22:18
    I like the search widget that we've added on the home page. Even though we have over 60 tables in our app, I find that everyone in our company searches for specific clients almost all of the time. We have a specific alpha code for each client, which is usually the way we search, but it's nice the way you can tie that home page search widget to a particular report and search across any of the fields in the report. I'd really like the same exact functionality while sitting on a client's form.

    The typical scenario is that I've just reviewed a client's detailed information on the client form, and now I want to do the same thing for another client I just thought of. It would save several steps if I could just type in a keyword into a field at the top of Client A's form and have it immediately find and load/display Client B on the same screen/form, without having to force the user to click back to the home page and jump through multiple pages. What's the best way to approach this functionality?


  • 2.  RE: Is there any way to add the home page's search widget on a regular table's form?

    Top
    Contributor
    Posted 04-29-2017 04:04
    Are you looking for something beyond the built in search function at the top?

    If you are on a table, it will automatically search that table, and you could easily search by the other clients name, and pull up any matches.



  • 3.  RE: Is there any way to add the home page's search widget on a regular table's form?

    Bronze
    Contributor
    Posted 05-01-2017 05:17
    I would recommend reducing the number of searchable fields on your field list for the table before using this search method.


  • 4.  RE: Is there any way to add the home page's search widget on a regular table's form?

    Posted 04-29-2017 14:50
    My suggestion would be to make a concatenated field of the fields that you typically want to search across. Then make a report with an question to search that concatenated field.


    Then put a link to that report on your form.


    The alternative is to make an report to search in some field contains, but. That will be a slower search and will give more false hits.


  • 5.  RE: Is there any way to add the home page's search widget on a regular table's form?

    Bronze
    Contributor
    Posted 05-01-2017 05:16
    You could probably use the IOL technique to embed a javascript search on the form, and perhaps even the results within the form. Just an interesting thought I felt compelled to pass along. Check with Dan D. for his thoughts.