Add a Search Element to a Page | Zoho Creator Help

Add search element

  1. Refer to this page to learn about the Search element in pages
  2. When you use different field types while setting the criteria to filter the report, you'll still be able to add the filter. The search results will not display any data in such cases. We're working towards handling the different fields filter criteria at the setting stage itself.
  1. Edit your app.
  2. Open the builder of the required page.
  3. Click  Search  on the left, then drag and drop the required template to your page.

  4. Configure the search element in the  Search Configuration  pane so as to:

To show the search results in a report

  1. Select  Report  in the  Properties  tab on the right, then select the required report:

  2. Set the required criteria to filter the report, then click  Done . Fields displayed by the report can only be filtered using the search input, which is denoted by  input.searchString :

  3. Select the required value from the  Open in  dropdown. This defines the window in which the selected report will be displayed when user clicks or taps the button in the search element.
  4. Set the  Default value  (optional). This is the value that will appear in the search bar by default.
  5. Set the  Placeholder  text. It's   "Enter value" by default. This is the value that will appear in the search bar until the user enters an input in it.

To show the search results on a page

  1. Before proceeding to the below steps, you need to embed a report either on the same page or the different page where you want to display the results. This report will serve to display the search results, filtering out records that align with the specified search criteria.  
  2. As part of this process, add a page parameter in the target page with the field link name of the field in which the search is to be applied in the embedded report. For example, let us consider order management application with a list of product details such as Product Name, Image, and Specification in a report, and it is embedded in a page for configuring search bar. In the scenario where you aim to conduct searches based on the Product Name field, it is essential to add a page parameter. This parameter should bear the field link name of the said Product Name field, which in this case would be product_name
  1. Click on the Target Page dropdown in the Properties tab on the right and select the page with the embedded report to show the search results. It can either be the same page or a different page in your application:


  2. Select the field link name given in the parameter of the page. Map the search input, denoted by input.searchString, with a parameter in the selected page
  3. Select the required value from the  Open in dropdown. This defines the window in which the selected page will be displayed when the user clicks or taps the button in the search element.
  4. Set the Default value  (optional). This is the value that will appear in the search bar by default.
  5. Set the Placeholder text. It's "Enter value" by default. This is the value that will appear in the search bar until the user enters an input in it.


  6. Now, navigate to the target page's builder and configure the filter for the report embedded in the page. This involves aligning the specified field's value with the value of the search parameter, effectively filtering the results to match the designated criteria. To do so,

    1. Click on Add Filter and configure the criteria to match the desired field and the designated parameter.

    2. Choose the specific field where you want to apply the search. In other words, select the field which corresponds to the field link name specified in the parameter.

    3. Select the preferred operator from the available options. Here we have selected contains.

    4. Enter the value as input.<parameter>.  

  7. Click Done to finalize the setup. When a user initiates a search, they will automatically be directed to the designated page. On this page, the embedded report will showcase the search results, as the report is dynamically filtered to display data matching the search criteria. 

 



    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Understand search

                                                                                                                The Search element in a page enables your users to search for data across the applications in your Zoho Creator account. The search results are shown by filtering a report or page using the search input. Below is how the search element looks in a ...
                                                                                                              • Create a search functionality to dynamically filter a report

                                                                                                                Requirement Create a search functionality for users to find specific records based on their search queries. Use Case An order management app is used by a business to store its customer details, and by billing agents to order products. There are three ...
                                                                                                              • Customized search component for report data, using pages

                                                                                                                Requirement             Provide a search component for users to search for the required data. Data is fetched from reports based on the search keyword. Use Case   A library or a book management system wants to allow for searching. Any customer who ...
                                                                                                              • Add title to an element

                                                                                                                Adding title provides a space for giving a short description about the following element or simply acts as a label. Add title to a page element Set style for the title Remove title for the page element To add title to an element Edit your ...
                                                                                                              • Add and configure an embed element

                                                                                                                The embed element enables you to add external assets to the pages in your Creator applications via their embed code or URLs: Media like files, images, audio, and videos Widgets, forms, blogs, and websites You can customize the height and width of the ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources