How to add a Search box in a Form

It is possible to include a Search section in a Form, enabling users to search for a record and update it:

A Search panel will slide out from the left when the Search icon is clicked:

Search results

To add a Search section to a Form:

  1. Add data entry fields to your Form.
  2. Expand the Search section by clicking in the Search banner:

    3. Search form

  3. Maximum Results is the maximum number of records that will be returned and displayed to users. Leave blank to return all records that match a user's search or enter a number to limit the number of records displayed.
  4. Click to specify which column (or columns) will be searched by the user.
  5. In the Columns field, start keying a field name and select the required field when it displays:

    6. Search form

  6. If required, add a filter by clicking .

    7. A filter allows you to refine which records are returned by a user's search.

    As this Form is intended for updating the Parties record of people (rather than organizations), we specify that only records where Party Type = Person will be returned by the search:

    Search form

    Note: EMu (version 5.0 onwards): escaped double quotes are required around any search value that includes a space, New Zealand for example, in order to match a value exactly: e.g. \"New Zealand\"

  7. Click to specify which column(s) of data will display when search results are returned.
  8. In the Results field, start keying a field name and select the required field when it displays:

    9. Search form

    It is possible to specify more than one Results field:

    Search form

    In this example, rather than displaying SummaryData, both NamFirst and NamLast are specified:

    Search form