Create a search functionality to dynamically filter a report

Create a search functionality to dynamically filter a report


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 forms: a Customer form used to track customer details, and an Orders form, which can be used to place orders and track them using the customer's email address. The Orders form is seen from the cashier/billing agent perspective. The Products form can track the products in the inventory. When a customer punches in their order ID in the search bar, relevant order details are shown. This is implemented using the Search Element from the page builder.

Steps to follow

1. Create three forms with the following details:
Form Link Name
Field Type
Field Name
Field Link Name
Customer Name
Customer Email
Single Line
Product Name
Lookup (Customer)
Customer Name
  • Lookup (Product)
  • Number
Order Details
  • Product Name
  • Quantity
  • Product_Name
  • Quantity
The order will be searched from the All Orders report using the ID of the record.

2. Create a workflow to execute upon successful submission of the Orders form.
3. Click Add New Action and select Deluge Script. Add the below code:
  1. email=Customers[ID == input.Customer_Name].Customer_Email;
  2. //Send the order ID of the placed order to the customer
  3. sendmail
  4. [
  5.   from :zoho.adminuserid
  6.   to :email
  7.   subject :"Happiness is on the way!"
  8.   message :"<div>Hi&nbsp;<br></div><div><br></div><div>You order is placed. Mention the Order ID, " + input.ID + " for further correspondence.<br></div><div><br></div><div>Thank you.</div>"
  9. ]
This will email the customer the order ID, with which the customer can track the status of the order.
4. Create a page named Search Order Results with a report element for the All Orders report.
5. Configure a page parameter ID. This will hold the search value entered by the user.
6. Click Configure in the report embed element and add the below filter:
This will search in the All Orders report for the given order ID. The order ID is passed as a parameter configured in the previous step. The conversion toLong() is done to ensure accurate comparison.
7. Create a page named Search Orders with a search element. This page will be used to search for the required orders and it will be based on the Search Order Results page.
8. Configure the search result component as Page, and the target page as the Search Order Results. Here, the search string is assigned to the page parameter ID (configured in the Search Order Results page), and used to filter the All Orders report.

See how it works

Points to note

  • The report is embedded in a separate page instead of opening it directly to limit the operations that can be done on the records. (This limits editing, duplicating, adding records, etc.)

    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

                                                                                                        • 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 ...
                                                                                                        • 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 ...
                                                                                                        • 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 ...
                                                                                                        • Add search element

                                                                                                          Refer to this page to learn about the Search element in pages 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. ...
                                                                                                        • 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 ...
                                                                                                          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