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

 


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        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

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

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

                                                               
                                                                

                                                              Videos

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

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                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 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 ...
                                                                                                                        • How to copy subform data to another subform using a report action

                                                                                                                          The values in a subform of a record can be copied to another form's subform using Deluge within the report actions. This allows seamless transfer of subform data between forms, ensuring consistency. For example, consider a Zoho Creator resource ...
                                                                                                                        • 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. ...
                                                                                                                        • 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 ...
                                                                                                                          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