Search for Records in specific Table
Ara Bozadjian
I know this is kind of doable using FIND at the top of the Table or even by FILTER.... BUT, I keep finding myself intuitively going to Power Search and wanting to restrict search by Table.
Have attached how I'd see it looking in Power Search for our use case with AGENCY as Solution and DEALS as the Table. Table can default to 'ALL'.
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Power Search should allow us to filter by Table in a solution
E
Esther craft
Now Power Search display all the records across all the tables in the solution, if only we can choos/filter which table we want to find the records in,
Today i have to go to my specific table and use Find magnifying glass, but then i have to clear all my filters in that view, as my record may not appear if is excluded from that view. Then find one by one which is the record im looking for.
E
Esther craft
Now Power Search display all the records across all the tables in the solution, if only we can choose/filter which table we want to find the records in.
Today i have to go to my specific table and use Find magnifying glass to find keyword search, but then i have to clear all my filters in that view, as my record may not appear if is excluded from that view. Then find one by one which is the record im looking for. THe other option is create a new view, with no filters then again find one by one of the keyword search. If we use power search and choose table we are looking at, then the whole list appears, we dont need to click next,,, next... next... next.. next...to find the record
Jon Darbyshire
Hello Ara Bozadjian! I have a few more questions for you:
- What specific benefits do you anticipate from being able to restrict searches by Table in Power Search?
- Are there any specific scenarios or use cases where this feature would be particularly useful for you?
- How frequently do you find yourself needing to restrict searches by Table in your workflow?
Ara Bozadjian
Hi Jon Darbyshire
- My current searches in Power Search often give 10-100s of results as they include all Tables. Restricting to a specific Table will make finding Records a lot quicker. Benefit - save time.
- Loads. My starting point is often SmartSuite home, I want to find a Talent record quickly, I search David (All Solutions), the record I want is 25th in results. If i search In: Agency (specific solution), he is still at 23rd in results.
- all the time, every time I use Search.
Even if we could Sort By: Table, would make searching a lot easier.