Search at list view

Search records in list views using quick, deep, advanced, and bulk search modes

Overview

The Search at List View feature helps you quickly find records in project, table, and settings list views. It supports simple keyword search, full-field search, rule-based search, and bulk ID search.

Key Features:

1. Quick Search: Searches name and description. Fast for everyday lookups.

2. Deep Search: Searches across all fields. Slower, but more complete.

3. Advanced Search: Builds multi-condition queries with field, expression, and value.

4. Bulk Search: Finds records by a list of IDs loaded in one action.

Views

The search function is supported at the following list view:

• Table list view - The Table List view displays a list of records for a table.

• Project list view - The Project List view displays a list of records for a project.

• Setting list view - The Settings List View displays a list of particular settings items.

Quick Search

Quick Search is designed for speed. It checks name and description, making it ideal for fast, first-pass lookups.

1

Enter a keyword in the search box.

2

Press Enter or click Search.

3

Review matched records from name and description.

Deep search

Deep Search checks all searchable fields for the term you provide. It is slower than Quick Search, but it returns more complete results.

1

Enter a keyword in the search box.

2

Click Deep search.

3

Review results returned from all relevant fields.

Advanced search

Advanced Search lets you define one or more query rules by choosing a field, lookup expression, and value.

1

Click Advanced search to open the query panel.

2

Add one or more rules by selecting Field, Lookup expression, and Value.

3

For ID list matching, set Lookup expression to In.

4

Use AI to select a file and load IDs that are separated by commas (,).

5

Click Perform advanced search.

6

Optional: click Save as new filter to reuse this query later.

7

Click Cancel to hide the advanced search panel.

Use the In expression when you need to match many specific IDs in one search. The value source should be a comma-separated list.

Bulk search

Bulk Search is useful when you already have many record IDs and want to retrieve matching records at once.

1

Open Advanced search.

2

Choose the ID field for your records.

3

Set the Lookup expression to In.

4

Use AI to select your source file and load the ID list.

5

Confirm IDs are comma-separated (,), then run the search.