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→Using search strings in filters
Marek Rodak (talk | contribs) No edit summary |
Marek Rodak (talk | contribs) |
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Fortunately, there's a way. Using the '''Edit Filter''', you can define a set of conditions that allow full-text search in related fields. In the following example, while on the Opportunity view, app users can use the Search function: the string is then compared with the topic of the opportunity, the name of the account or the full name of the owner (with account and owner being related entities). The filter uses the search condition; when at least one field matches the searched string, the opportunity is displayed. This is ensured by the string <code>@@filter@@</code> that corresponds to the searched string. | Fortunately, there's a way. Using the '''Edit Filter''', you can define a set of conditions that allow full-text search in related fields. In the following example, while on the Opportunity view, app users can use the Search function: the string is then compared with the topic of the opportunity, the name of the account or the full name of the owner (with account and owner being related entities). The filter uses the search condition; when at least one field matches the searched string, the opportunity is displayed. This is ensured by the string <code>@@filter@@</code> that corresponds to the searched string. | ||
[[File:Filter related entity field.png|600px]] | [[File:Filter related entity field.png|alt=Using search strings in filters|600px]] | ||
This special behavior is only possible when using the Search function in the app; it does not work for the filter function. | This special behavior is only possible when using the Search function in the app; it does not work for the filter function. | ||