Help needed for a simple lookup app

I'm completely new to appsheet, not a developer myself.

I have a simple table with two columns, customers and IDs.

I'd like to have a simple search button for users so they can enter a customer name and the app returns the ID.

Looking through the forum I found some starting ideas, but need a little explanation.

 

At this point I have created a separate table that should record the user inputs, and a FORM view on top of that.  I saw someone mentioning a linktorow or linktofilteredview action which should be used as a behaviour for the FORM.

I need a little help with the ACTION configuration. So this should return the ID for the customer name...  

 

Any help much appretiated!

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3 REPLIES 3

Hi John, welcome to Appsheet Community.

Your requirement it is so basic. You do not need any action.

Just need to create a "Table" or "Deck" View for your data and if you need to search a name, just write it in the search button. 

Just be sure to disable the option "Hide menu and search buttons" at:

Settings/Theme & Brand/Header & Footer

MiguelPilo_0-1718906897897.png

 

Thanks Miguel for the suggestion!

Forgot to mention, that the table data should not be visible out of the box to any users... I'd like to show only the search results.

 

Hello, 

I created a quick example app and made a walkthrough video to hopefully explain it well. In summary, you need to:

  1. Set up your 'user settings' table to have a column for your search
  2. Set up a security filter on the customer table to filter out results based on your search term
  3. Set your 'user settings' as the initial view
  4. Create a on the customers table to display the results how you want them
  5. Set the user settings view to go to the results view you created
  6. create an action on the customer table LINKTOFORM() to direct users back to the user settings table
  7. Show the action where desired

If you want access to the backend of the example app, direct message me your email address and I will share it with you.

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