Customized search component for report data, using pages

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 wants to search for a particular genre of books can do so easily with the available category listings under the main search.
 

Steps to follow            

1. Create a form by importing the attached books.csv file.

2. Rename the created form to 'Book' and the report to 'Books'.

3. We shall now create a function to get all the genres of the Books uploaded. We'll use this listing to show our category listing.
           
4. Add the below Deluge code in the Deluge editor to get the genres.                  
  1. list getGenres()
  2. {

  3. //return a list of genres, hence return type is list
  4. //get all distinct genres available
  5.  genres = Book[ID != null].Genre.getAll().distinct();
  6.  return genres;
  7. }
The above code will return the list of all distinct genres available.

5. Let's create a page now for searching books and name it Search for books.

6. Drag a search element and mark the placeholder as Title/Author. Click the Configure icon and select the Search result component as Report and select the Books report.
 
           
7. Set the criteria to search the Books report for the search string in title or author.
 
 
The configuration of the search element is as follows:


8. Drag an HTML snippet below the Search Element.


9. Let's create a list of the genres with corresponding links to the Books database filtering records that match the current genre.
  1. <%{
  2. //Get all the genres from function created in Step 3 & 4
  3.  genres = thisapp.getGenres();
  4.  for each genre in genres
  5.  {
  6.   %>
  7. <!-  Create an HTML anchor tag to the Books report filtering appropriately -->
  8. <a class="genre-link" href="#Report:Books?Genre=<%=genre%>"><%=genre%></a><br/>
  9. <style>
  10. <!-- Style for the anchor tags -->
  11. a.genre-link {
  12.  display: inline-block;
  13.     width: 115px;
  14.     height: 25px;
  15.     padding: 10px;
  16.  padding-left: 20px;
  17.     text-align: left;
  18.     border-radius: 5px;
  19.     font-weight: bold;
  20.     line-height: 25px;
  21. }
  22. </style>
  23. <%
  24.  }
  25. }%>
10. Finally, although optional, we shall publish the Search for Books page and Books report to make it available for all users to search and check the availability.

See how it works

 


    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


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                    Still can't find what you're looking for?

                    Write to us: support@zohoforms.com


                          



                          





                        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 SalesIQ Resources



                                            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

                                                                              • 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 ...
                                                                              • Filter report using dynamic values from a function

                                                                                Requirement When a user accesses a report, data is filtered based on the logged-in user's role so that only the required details are visible to the user. Use Case An employee management system has two forms, Department and Employees. The Department ...
                                                                              • Showing only logged in user's records in a filtered report

                                                                                Requirement   Display only the relevant records for the logged in user, based on the customer email, to ensure the security and privacy of the data from other users in the application. Use Case   An order management application has the Order form ...
                                                                              • Permission based reports and a consolidated report

                                                                                Requirement             Set visibility of forms and reports based on teams. Management should be able to view all the reports consolidated in to one. Use Case   A firm tracks its suppliers details using the Supply Management app. The app has four ...
                                                                              • Update a form using custom action (from another form's report)

                                                                                Requirement   Update a form using a custom action configured in another form's report. Use Case In an engineering college student management application, a student may withdraw at any time of the academic year. Whenever a student applies for ...
                                                                              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