Customized search component for report data, using pages

Customized search component for report data, using pages


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


    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

                                                                                                      • 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 ...
                                                                                                      • Hotel management

                                                                                                        This app has been published in accordance with Marketplace review process. For pricing details, you can refer to this page. Category - Hospitality Vendor - Zoho Corporation Pricing - Free Overview Say goodbye to thick registry books and run your ...
                                                                                                      • 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 ...
                                                                                                      • Understand Pages

                                                                                                        1. What Does This Page Cover? Learn about pages and how they are used to create user-friendly, customized dashboards for your applications. Via these dashboards, you can display dynamic elements and visually represent the data stored in Creator. 2. ...
                                                                                                      • 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 ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



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


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


                                                                                                          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