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Custom Search Form

Creating a search form with custom fields and design

In addition to the standard search form, you can create your own search forms that can be used in table/reports widgets, and tables/reports in the Customer Portal.

In this article, we will look at how to create a custom search form, using the Laundry price list table as an example:

Open the table and go to the "Table Widget" menu using the side menu or open the tab in the "Records" menu:

On the next page open the "Search" tab. Here you can edit the Standard search: choose which columns and search criteria will be available, and enter the message text.

To create your own search form, select "My search form" and click on the "Create search form" button:

You will see a familiar Form Builder. Add a new field to the form:

The following field types are available:

  • Single line
  • Multiple line
  • Number
  • Decimal
  • Dropdown list
  • Radio button
  • Checkbox
  • Date
  • Date and time
  • Time
  • Birthday
  • Language
  • U.S. States
  • Country
  • Time zone
  • Text, HTML and JavaScript code
  • Section heading

Specify the field name, select the type and select the column to search by.

Depending on the selected column, select the search criteria:

Let's add two more fields with search by price in the range:

In the Form Builder, you can drag fields one line using the drag and drop method. To do this, use the cross icon on the field.

Also, you need to customize the Search Formula. Select search operators: "and", "or" between search fields:

Like in the regular form, you can change the name, field type, add a tooltip and enable validation on the search form field settings page:

To change the "Search" button title, click on the "Button name editing" button:

To change the form design, open the "Design" tab:

Here you can select the search form theme and use advanced settings:

The following settings are available. Colors:

Font and font size:

Form name and description. Also, you can hide the search form name:

Labels settings:

Borders:

Logo:

Search button:

Form width:

Ability to upload a CSS file with your own styles:

When your search form is complete, go to the "Table Widget" menu and select your search form:

You can edit your search form at any time. The search form will become available in your application in the "Forms" module, but you will not be able to add records through it:

As a result, you will get a custom search form:

Please note: this instruction is also applicable to the Report Widget.

How to set up a custom search form for portal users read by this link.


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