Add Quick Search to Table Views

Authors can enhance table views by adding a Quick Search bar, allowing users to efficiently search for specific records. The search bar retrieves data from the Data tab defined on the entity or from Workspaces.

Adding the quick search to a view involves four main steps:

1. Add a Kanban view.
2. Define the view properties.
3. Add and configure columns.
4. Define the data through Integrations.

Step 1. Add Quick Search view

To enable search, first add a new view of type Quick Search to the desired entity.

To define the Quick Search view, follow the instructions provided in section Create and Design Views with the following special particularities:

Step 2. Define the view properties

In the Details field, enter the text that will appear when users hover over the search bar.

Step 3. Define the view columns

Add the entity fields that users should be able to search by. For example, if users need to search views by name and description, add the Name and Description fields as columns in the Quick Search view.

Step 4. Define search view data through integrations

Create a Query Entity integration and configure the filtering as follows:

Filter Property	Description
Field Name	Specify the field to filter. For example, to allow searching for cases by name, add [[Case]].Name.
Operator	Select contains.
Functions	Two functions are available: Case Insensitive: Treats uppercase and lowercase letters as the same.. Normalized Accents: Treats accented characters and their non-accented counterparts as the same. .
Value	Specify the filtering value: [[<Entity>]].SearchText.

Next, add the Query Entity integration in the Read Data section of the Quick Search view.

In the Delete Data section, select the appropriate integration to handle record deletion from the quick search view.