With the Search-widget you can search in the imported data and filter the results.
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TABLE OF CONTENTS
- 1. Import data
- 2. Settings of the Search-widget
- 3. Filter the data
- 4. Add colours to the database
- 5. Add barcodes of a product
- 6. Edit the Search data in the PDF or Word integration
1. Import data
First import a data source. There are 3 ways to import data and use it in your digital form:
2. Settings of the Search-widget
Go to the form and hit Edit Form. Go to the Pro widgets and add the Search-widget to your form. Click on the pencil to edit the widget. There are a few settings available in the Properties of the Search-widget;
Label: Here you fill in the name of the widget.
Data Source: Here you can choose the data source. Next, the columns of the data source you added will be visible. You can select the columns you want to have visible in the app.
Default Value: Here you can add a value that is already set when you start searching.
Filter: Filter the results using the value of other fields in your form, so that only the imported data with the filter is visible.
List colours: Apply colours to data source entries that match the configured queries. We explain this functionality in step 4.
Allow barcode scanning: Selecting this, you can scan a barcode so a product will show up. We explain this functionality in step 5.
Remember last search query: Check to remember your last search query. The search query will be executed automatically.
Required: If checked, this field must be filled in to be able to send the work order form.
Remember input: Check this to remember the last input of the user on that device for the next registration. If you set a default value as well, remember input will not function.
3. Filter the data
You can filter the data of your Search-widget to avoid showing unnecessary information to your users. When filling in the form, you will only see the selected item including its details.
3.1. Filter on Username
The Username is the email address of the user who has access to this specific form. Filtering on Username will allow you to only show relevant information for this user.
Therefore, your imported data source needs to include a column with the email addresses of your users who have access to this form.
3.2. Filter on other Search-widget
With this option, you can filter on a value from a different Search-widget.
Example: You can add a list of workers and their respective companies to the first Search-widget, and use the company name as a filter for the second one. The company name should be included in both data sources.
Note: For the filter to work the item must be included in the imported data source.
3.3. Filter on other Fields
Use any other field of the form to filter the Search-widget data.
Example: Add a Text-widget for a client name, you can filter in your Search-widget on the client name. Keep in mind, your data source needs to include a column with client names.
This way, you can also find the details of a client by using the receipt number of the order for example.
4. Add colours to the database
You have the option to assign colours to the imported data in order to speed up the searching process on the Search-widget. To do so, click on the pencil to edit the widget and, under Properties, you will find a field named List colours. Now, click on Add.
Next, a new tab will appear. Write down the Colour you would like to show and at Query the record you want to give this colour.
- Make sure you write the query properly or no colour assignment will be assigned.
- If you want the colour rule to apply correctly, write the name of the colour in English.
You can add a maximum of 20 colours. To do so, click on Add and, by default, a colour will appear every time you click. You can change that colour and write the one you prefer.
When you finished assigning the colours to the queries, click Save and then Save and Publish.
Now, when you fill in the form and click on the Search-widget, the database will appear with the assigned colours.
5. Add barcodes of a product
Optionally, you can also scan a barcode so a product will show up.
In the Excel, Google sheets or URL you can insert the barcode of different products. For example:
Select Allow barcode scanning. Click on Save and Save & Publish.
When you click on the barcode in the Search-widget in the App it will look like:
After you scanned the barcode, it will look like:
You can also click on the Search-widget and fill in the name or the barcode of the item you are looking for:
6. Edit the Search data in the PDF or Word integration
If you want to add specific fields from your Search-widget to your report, you can adjust the configuration in the PDF or Word integration.
Note: This feature is available in the Branch, Tree and Forest plans. Check our plans.
By default, the PDF generator adds all the columns of your database to the report. If you want to delete some of these details, you can remove the code.
Open the code view of the PDF and delete the sections of the Search-widget you do not want to include. Check how to delete a line from the PDF for more information.
When using the Word integration, you will configure the report using placeholders. To add the data of a Search field you will need to choose the appropriate placeholder.
To find these placeholders, go to the Email tab and click on the Placeholders drop-down. Here you will find the placeholders you can use for the Search-widget. Copy the one you want to use and paste it on your Word template.
For more details about the Word configuration click here.
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