Search¶
While some Skuid data components (including the Deck, Form List, and Table), offer optional search within the model the component is assigned to, the Search component allows end users to globally search specified fields across any object accessible through a Skuid data source—even those not represented by models on the Skuid page.
Custom actions can be launched right from the Search bar using the Action Framework, for example, opening a record’s detail page for the selected search result.
Using the Search Component¶
Note
The content below assumes you have a Skuid page and at least one working model.
Add the Search component to facilitate global search across multiple objects. Once the component is added to the page, set the properties:
- Set the Search properties. (Basic tab)
- Identify which objects should be included in the search by adding them as a row action and add formatting for each model’s header and displays. (Return Objects tab)
That’s it—now users can search for content across multiple objects, with the search results organized by object.
Create a hotkey¶
Want a way to access the search box quickly and easily from anywhere on the page? Create a hotkey using the properties on the Focus Hotkeys tab. When a user types the key combination, the cursor will jump to the search box, allowing the user to begin typing their search text.
Note
Hotkeys work when browsing the page. If the end user is in the middle of a process or interacting with an element on the page—editing a text field, for example—the hotkey combination will not migrate the end user to the search box.
Add actions¶
Use the Action Framework to add user-launched actions to the Search component’s results list. Some examples of actions for the search bar include:
- Launching a record detail page for the selected item
- Opening an associated Skuid page.
- Opening an associated website page.
Types of actions available¶
Global actions¶
Actions created on the Search properties Global Action tab will appear as next to each search result and are activated by clicking their label or icon.
Object-specific actions¶
Object-specific actions are created on the Return Objects tab, under the specific return object. These work like the Global actions, but will only appear next to search results for the specific return object.
Best Practices¶
- For a clean and streamlined user experience, place the Search Component into a custom header.
- Use global actions when you want the end user to be able to launch a process for any item in the search returns list; use object-specific actions when you want them to launch actions that are specific to the object or data source.
Properties¶
Basic tab [[]]¶
Properties on this tab modify how the search field operates and is displayed.
- Fields to Search: Limit the types of fields included in the search to:
- Name Fields
- All Text Fields
- Email Fields
- Phone Fields
- Placeholder Text (optional): The text that appears in the search box before the end user initiates a search. (The default is “Search.”)
- Searchbox Min Width: Sets the minimum width of the search bar as it will appear on the page. This is set to 200px by default.
- Preserve Search Term: When enabled, the search value entered by the end user continues to display in the search box, even if they hover over items in the search dropdown list. Unchecked, the search box will update with each value they hover over in the dropdown, giving users an indication of which result they currently have selected.
- Result Limit (optional): Sets a limit for the number of results (per model object) displayed in the search dropdown. For example, a limit of 5 on a page with return objects set for a File object and a Folder object will return up to 5 files and 5 folders matching the search term.
- Search Icon: The icon displayed in the search bar.
- Processing Icon: The icon displayed when after the user initiates the search.
Advanced tab [[]]¶
- Unique Id (optional): Skuid automatically generates an alphanumeric Id for the component; if preferred, give it a practical name.
Global Actions tab [[]]¶
Properties on this tab create clickable actions that appear next to each search result. Click Action Framework to build a process that can be launched directly from the search bar.
Add Action and use the- Result Actions include the following label options:
- Label: This label hovers over the action.
- Icon: The clickable icon that sits next to the result.
Click
Add Action Step on the Result action added (above), and edit:- Action Step: Use standard Action Framework actions to build an action script.
Return Objects tab [[]]¶
The Search component will search across objects specified as return objects and will then display the results to the user based properties specified for each return object.
For each object to be included in the search, click
Add Return Object, and then edit:Data Source: The data source for the model to be included in the search.
Entity: The object within the data source.
Header Display Icon (optional): The icon appears next to the object’s Header Display Name in the Search return list.
Header Display Name: This text heads the search return list to identify items found for this model, and includes a count. If blank, the header defaults to the name of the return object and the count.
Display Template (optional): Determines how each record returned from a search is displayed within a results list, commonly used with merge syntax. For example, {{Name}} {{BillingCountry}} will return items like “Jason Smythe, England.”
Fields: Use the field picker to select the field(s) that will be available in the display template.
Note
These fields will also be available via merge syntax for your Global Actions, Select Actions, and object-specific actions.
Fields to order records by (optional): Set how the returned items will be ordered using the field name and the order instructions. For example, Name ASC orders the list by name, from A to Z; Name DESC orders the list by name, from Z to A.
You can add row actions to each Return Object using the Action Framework, to include return object-specific actions that appear next to each search result for that return object.
Focus Hotkeys tab [[]]¶
This tab allows you to establish a set of hotkeys that will shift the cursor focus immediately to the search bar, no matter where the end user is browsing on the page. Select the modifier and key, then test.
Note
Skuid focus hotkeys will not override hotkeys previously assigned by the operating system or browser, so be sure to test the key combination. If it’s not providing the expected results, the key combination may already be assigned. Try a different combination.
Click
Add Hotkey and then configure:
- Modifiers include:
- Alt
- Ctrl
- Command
- Shift
- Key: Lists all available keys.
- Ignore Hot Key if user is typing in input element: If checked, the hotkey combination will be ignored while the end user is entering content into any text field. (Useful if the hotkey combo would conflict with standard data entry keys, like arrows keys.)
Styles tab [[]]¶
Style Variant: Style variants are created and set in the Design System Studio. Some components have pre-defined variants for a specific aspect of a component’s style. Also, Skuid Builders can style and customize elements to create their own themes within the DSS.
Style Variant: Dynamically populates Design Systems created within the Design System Studio as selectable values.
Spacing: Sets the spacing of the Header relative to other components on the page. Spacing can be managed for Top Margin, Bottom Margin, Left Margin, Right Margin. All margins can be set to one of the following:
- None
- Extra Small
- Small
- Reduced
- Regular
- Increased
- Large
- Extra Large
- Huge
Note
These sizes are relative to one another; the baseline is determined by Design System settings.