MichaelBarrow
8 years agoQrew Cadet
Is there any way to add the home page's search widget on a regular table's form?
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?
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?