10 suggestions for Global Search
Global search is great! And it is new so we know you may have improvements coming :-)
Suggestions:
DEFINING "SEARCH OPTIONS"
add these settings and of course obey them in the UI and searching:
* Whether that form is available at all for Global Search. (If no, ignore all settings and do NOT show in GS dropdown, and do not search that form.)
* Which columns to display (already available) --but please actually show all fields selected, not just the first 7)
* Which fields are actually to be searched
* A hard FILTER (just like for any report). Example, for some forms, to exclude "Inactive" records.
* The name of the Report to jump to when user selects "See on Report" (see below) from the search results.
SEARCH BEHAVIOR
* All searching should be CONTAINS. Sometimes it behaves that way, sometimes you have to use wildcards. (Or else please explain why/when wildcards sometimes are needed, sometimes are assumed.)
THE "GLOBAL SEARCH" UI
* Perhaps an Account option to NOT allow users to choose which forms are searched - ie, the Admin selects which forms are searched and users cannot change this.
* Remember user's choice for which forms to search. (is currently lost upon re-login)
* An easier "search this list" ability. Perhaps a toggle "This List" (searches current table) and "Global" (follows usual set of selected tables).
IN THE SEARCH RESULTS DISPLAY
* Highlight of cells/words that match search criteria.
* "See on Report" -A way to jump to an actual Report view (the report defined above in search settings), pre-filtered to show (a) the same list of multiple records if clicked from the header, or (b) just that record (if clicked from the record).
Thank you!!
Writer
Get Started. Write Away!
Suggestions:
DEFINING "SEARCH OPTIONS"
add these settings and of course obey them in the UI and searching:
* Whether that form is available at all for Global Search. (If no, ignore all settings and do NOT show in GS dropdown, and do not search that form.)
* Which columns to display (already available) --but please actually show all fields selected, not just the first 7)
* Which fields are actually to be searched
* A hard FILTER (just like for any report). Example, for some forms, to exclude "Inactive" records.
* The name of the Report to jump to when user selects "See on Report" (see below) from the search results.
SEARCH BEHAVIOR
* All searching should be CONTAINS. Sometimes it behaves that way, sometimes you have to use wildcards. (Or else please explain why/when wildcards sometimes are needed, sometimes are assumed.)
THE "GLOBAL SEARCH" UI
* Perhaps an Account option to NOT allow users to choose which forms are searched - ie, the Admin selects which forms are searched and users cannot change this.
* Remember user's choice for which forms to search. (is currently lost upon re-login)
* An easier "search this list" ability. Perhaps a toggle "This List" (searches current table) and "Global" (follows usual set of selected tables).
IN THE SEARCH RESULTS DISPLAY
* Highlight of cells/words that match search criteria.
* "See on Report" -A way to jump to an actual Report view (the report defined above in search settings), pre-filtered to show (a) the same list of multiple records if clicked from the header, or (b) just that record (if clicked from the record).
Thank you!!
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