Self-Serve Single Record

skyking · Post by **skyking** » Tue Dec 06, 2022 8:09 pm

I'd like to set up a self-serve app where a user starts out with no records in list and a search only brings up their own record.

This would be done using a unique field so that a search on that field only returns a single record for edit.

Not sure if this can be done without major code changes.

mobhar · Post by **mobhar** » Tue Dec 06, 2022 10:34 pm

Maybe you may start by enabling Requires search option under Table setup -> Table Options -> List Page if you want end-users do not see all records in List page until they will find do a search.

skyking · Post by **skyking** » Tue Dec 06, 2022 11:27 pm

Excellent, that will work. Documentation shows Default search type (Quick) which I need to set as 'Exact Match' but it's missing from the table setup.

skyking · Post by **skyking** » Wed Dec 07, 2022 12:26 am

I think I found the search function in the Column settings for Advanced using operator '='

skyking · Post by **skyking** » Wed Dec 07, 2022 3:48 am

This is working great. I even set the default page to the search page so users can find their own record or add a new one.

Thanks for the suggestions and answering my other questions. Very helpful.