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Data and Records
Record search criteria
ajinkyab277
Certified Lead Developer
over 7 years ago
Is there any way to search for record under Record tab by cutom search field
OriginalPostID-249010
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Sally Mason
Appian Employee
over 7 years ago
You would have a Record List, that contains records of the same type, choose that Record List and you can add filters to which records are displayed, including User Filters to narrow down the results, see
forum.appian.com/.../Using_the_Records_Tab.html
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ajinkyab277
Certified Lead Developer
over 7 years ago
Thanks Sally for response. currently each record has one unique ref on record dashboard. and that unique ref is not part of record title or description. I was trying to search for record base on that unique ref.
Offcource i can search by that unique ref if i include that in record title or desc. or i can create new report for record list with search box.
Is there any other way to search for record using existing search box under record tab.
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sikhivahans
over 7 years ago
@ajinkyab Have you had a look at the post at /search?q=OriginalPostID-164257? With this approach you don't need to include the search field in the title (that's displayed to end user) but you can include it in the configuration so that it's available for the searching. I am assuming that the unique reference on the dashboard which you would like to use is a part of data structure that's backing the Record Type.
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ajinkyab277
Certified Lead Developer
over 7 years ago
Yes thats what i am looking for. I will give it go and will monitor the perfomance of record list page.
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PhilB
A Score Level 1
over 7 years ago
Another option for an entity backed record is to create a view and map the record to that view rather than simply using the table. You'll then be able to add custom fields in that view (and related CDT) just for searching, and use the (officially unsupported) method to enable them as searchable.
A good example of this is dates. Add a field to the database view that casts a date (eg a start date) to text using a date format function so that you get a text field containing values such as "24 November 2016", add it to the record via the concat() method, and your record will be searchable using values like "nov 2016" or "24 nov".
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ajinkyab277
Certified Lead Developer
over 7 years ago
Yes that very good idea, and scalable as well as we dont need to change Appian code as well for extending this to search on multiple database columns
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