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 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
|
Form
|
Form Link Name
|
Field Type
|
Field Name
|
Field Link Name
|
|
Customers
|
Customers
|
Name
|
Customer Name
|
Customer_Name
|
|
Email
|
Customer Email
|
Customer_Email
|
||
|
Product
|
Product
|
Single Line
|
Product Name
|
Product_Name
|
|
Currency
|
Amount
|
Amount
|
||
|
Orders
|
Orders
|
Lookup (Customer)
|
Customer Name
|
Customer_Name
|
|
Subform
|
Order Details
|
Order_Details
|
3. Click
Add New Action
and select
Deluge Script. Add the below code:
- email=Customers[ID == input.Customer_Name].Customer_Email;
- //Send the order ID of the placed order to the customer
- sendmail
- [
- from :zoho.adminuserid
- to :email
- subject :"Happiness is on the way!"
- message :"<div>Hi <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>"
- ]
This will
email the customer
the order ID,
with which the customer can track the status
of the order.
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.)
Related Links
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us:
support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
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 ...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 ...Understand reports
A report is a compilation of data collected using a form in the created application. Zoho Creator incorporates reports as one of the components to complete the purpose of the application that you create. A report collates and presents information to ...