Page 1 of 1
Self-Serve Single Record
Posted: Tue Dec 06, 2022 8:09 pm
by skyking
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.
Re: Self-Serve Single Record
Posted: Tue Dec 06, 2022 10:34 pm
by mobhar
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.
Re: Self-Serve Single Record
Posted: Tue Dec 06, 2022 11:27 pm
by skyking
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.
Re: Self-Serve Single Record
Posted: Wed Dec 07, 2022 12:26 am
by skyking
I think I found the search function in the Column settings for Advanced using operator '='
Re: Self-Serve Single Record
Posted: Wed Dec 07, 2022 3:48 am
by skyking
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.