Visforms 5
Configuration Overview

Configuration Overview

Which search options are displayed?

The configuration of all relevant settings for a search in the front-end data view with regard to a form field or an overhead field is done in a multi-level hierarchy:

Visforms therefore creates the option to search in a form field or an overhead field according to all of the following settings:

When to search in a field

In the following cases, a search is performed in a field in the data view.

  • The field is visible
    • Form fields
      • Field configuration » Tab: Data usage in the frontend

        Group: Frontend data display settings » Parameter: Data display in the frontend = “List and details” or “List only”.
        Group: Frontend search bar settings » Parameter: Exclude from search = “No”.

    • Overhead fields
      • Form configuration » Tab: Data display in the frontend » Group: Basic settings

        Parameter: Display ID = “List and details” or “List only”.
        Parameter: Display IP address = “List and details” or “List only”.
        Parameter: Display modified = “List and details” or “List only”.
        Parameter: Show Created = “List and Details” or “List Only”.
        Parameter: Created with Time = “List and Details” or “List Only”.
        Parameter: Show Created By = “List and Details” or “List Only”.
        Parameter: Show Modified On = “List and Details” or “List Only”.
        Parameter: Modified On with Time = “List and Details” or “List Only”.
        Parameter: Show Modified By = “List and Details” or “List Only”.

    • Overhead field Published (both conditions are required)
      • Data view is accessed via the menu type Visforms Data View with Edit Link.
      • The Published column is included in the data view.
        The Published column is included in the data view in both of the following cases:
        • The user has permission to publish records.
          • Form configuration » Tab: Form Permissions » Action

            Parameter Edit Data Status » Calculated Setting = “Allowed”

        • The user has permission to publish their own records, and the data view contains own data records.
          • Form configuration » Tab: Form Permissions » Action

            Parameter Edit Data Status of Own Records » Calculated Setting = “Allowed”

  • The field is not visible
    • Form Fields
      • Field Configuration » Tab: Data Usage in Frontend

        Group: Frontend Data Display Settings » Parameter: Data Display in Frontend = “Do Not Display” or “Details Only”.
        Group: Frontend Search Bar Settings » Parameter: Use for Search Only = “Yes”.

    • Overhead Fields (both settings are necessary)
      • Form Configuration » Tab: Data Display in Frontend

        Group: Basic Settings » Parameter: Show Created = “Do Not Show” or “Details Only”.

      • Menu Configuration » Tab: Form Data Display

        Group: Form Data Display » Parameter: Insert Filter for Created = “Yes”. * Overhead-Felder

When a field is not searched

A field in the data view is not searched in the following cases.

  • The field is visible
    • Form fields
      • Field configuration » Tab: Data usage in the frontend

        Group: Frontend data display settings » Parameter: Data display in the frontend = “List and details” or “Only in list”.
        Group: Frontend search bar settings » Parameter: Exclude from search = “Yes”.

    • Overhead fields
      • If the overhead field is displayed, then searching is also possible.
  • The field is not visible
    • Form fields
      • Field configuration » Tab: Data usage in the frontend

        Group: Frontend data display settings » Parameter: Data display in the frontend = “Do not display” or “Only details”.
        Group: Frontend search bar settings » Parameter: Use only for search = “No”.

    • Overhead fields (both settings are necessary)
      • Form configuration » Tab: Data display in the frontend

        Group: Basic settings » Parameter: Display created data = “Do not display” or “Details only”.

      • Menu configuration » Tab: Form data display

        Group: Form data display » Parameter: Insert filter for created data = “No”.

How to search in a search field

For the field types Listbox, Radiobutton, Checkbox, Checkbox Group, Listbox SQL, Radio SQL, Checkbox Group SQL, Date

  • is searched using a filter field if the following configuration applies:
    • Field Configuration » Tab: Data Usage in the Frontend

      Group: Frontend Search Bar Settings » Parameter: Filter Field = “Yes”.

  • is searched using the text search if the following configuration applies:
    • Field Configuration » Tab: Data Usage in the Frontend

      Group: Frontend Search Bar Settings » Parameter: Filter Field = “No”.

For all overhead fields except Created and Modified and Published

  • is searched using the text search if the following configuration applies:
    • Form Configuration » Tab: Data Display in the Frontend

      Group: Basic Settings » Parameter: Show [Overhead Field] = “List and Details” or “Only in List”.

For the overhead field Created

  • is searched using a filter field if the following configuration applies:
    • Menu Configuration » Tab: Form Data Display

      Group: Form Data Display » Parameter: Insert Filter for Created = “Yes”.

  • is searched using the text search if the following configuration applies:
    • Menu Configuration » Tab: Form Data Display

      Group: Form Data Display » Parameter: Insert Filter for Created = “No”.

For the overhead field Modified

  • a search is performed using a filter field if the following configuration applies:
    • Form Configuration » Tab: Data Display in Frontend

      Group: Basic Settings » Parameter: Show Modified = “List and Details” or “Only in List”.

For the overhead field Published

  • a search is performed using a filter field if the following configuration applies (both conditions are required):
    • The data view is accessed via the menu type Visforms Data View with Edit Link.
    • The Published column is included in the data view. The Published column is included in the data view in both of the following cases:
      • The user has permission to publish records.
        • Form Configuration » Tab: Form Permissions » Action

          Parameter Edit Data Status » Calculated Setting = “Allowed”

      • The user has permission to publish their own records and the data view contains own data records.
        • Form Configuration » Tab: Form Permissions » Action

          Parameter Edit Data Status of Own Records » Calculated Setting = “Allowed”

Which fields are reached by the general text search?

The following rules apply to the general text search.

  • The following fields are searched using the general text search:
    • Fields that are not filter fields.

      Field Configuration » Tab: Data Usage in the Frontend
      Group: Frontend Search Bar Settings » Parameter: Filter Field = “No”.

    • Fields that are not excluded from the search.

      Field Configuration » Tab: Data Usage in the Frontend
      Group: Frontend Search Bar Settings » Parameter: Exclude from Search = “No”.

  • The field type Location is searched exclusively using a filter field.
  • The field type Signature is never searched.

Which fields are reached by the prefix text search?

The following fields are searched using the prefix text search:

  • All fields of the general text search with the prefix search format Field name:Search text
  • The technical field Record ID
    • ID:number
    • id:number
  • The overhead fields Name of the user who submitted the form:
    • CREATOR:user-name
    • creator:user-name
  • The overhead fields Name of the user who made the last change to the record
    • EDITOR:user-name
    • editor:user-name

More on this in: Text search in single field.

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