Goals
The aim of searches is to provide business users with tools tailored to their needs. All the essential information will be at your fingertips.
In this tutorial, we will create an example of a Client folder search. This will simply display client folders with their reference, surname and first name.
Definitions
Search forms are pre-configured search templates, which are then made available to end users.
A search has two main parts: firstly, the search form, which allows you to create a query containing your search criteria, and secondly, the search results, which are displayed afterwards.
When you have completed this training module, you will be able to:
- Configure a search form,
- Perform hidden requests,
- Link a search form to a team.