Search by fields other than title in the Linked Record modal in Forms
C
Christoph Rosenthal
Linked Record modal inside the main app supports search by any field value that is selected in the “Fields to display”.
Linked Record modal in Forms only supports search by title of the LRs.
Requesting to expand the search capability of Linked Record modal in Forms
Jon Darbyshire
Great to hear your perspective, Christoph Rosenthal! Following up on this:
- What specific fields would you like to be able to search by in the Linked Record modal in Forms?
- How frequently do you need to use the search functionality in the Linked Record modal in Forms?
- Can you provide examples of scenarios where expanded search capabilities would improve your workflow?
C
Christoph Rosenthal
Jon Darbyshire Hi Jon, thanks for your follow up questions.
1) Ideally the field I'd be able to search would be the ones that are added as visible fields in the settings. The would mean that it would be possible for all fields of an app but the search would consider only the ones added to the visible fields list.
2) Every time the modal is used. In this particular example it's several times per day.
3) I'm using this on a dashboard. Instead of somehow clicking through to the record to find the info that confirms that I'm selecting the right one or opening another tab in the browser to open the app, I could stay on the dashboard and find the r9ght record right away. Probably something like 1-2 minutes and several clicks saved per record.