Tutorial

List Search

List Search Web Part (O365)

Since lists and document libraries grow over time, it can eventually become difficult to find the document or record you’re looking for. The Infowise List Search web part makes finding items in SharePoint much simpler.

Using the Infowise List Search web part, a user can search columns from a list or library with specific controls for different field types. The Advanced Search feature lets you chain up to five conditions together using “AND” and “OR” operators. It can save these searches for future use, while maintaining a functional context menu for the user to work out of.

The ability to add multiple lists and libraries to a single search can be useful for building site search functionality even when you have different groups of users who need to be able to search different sets of information.

Instructions

Creating a List Filter is a two-part process:

  1. Creating the Filter Profile
  2. Installing the web part on a page

Create the Filter Web Part

The first step in setting up the Infowise List Search web part is to build a Profile.

From your list or library in SharePoint, click the Ultimate Forms icon in the menu bar.

On the Ultimate Forms Design screen, select List Search in the Web Parts section.

Click the small + symbol to create a new Profile.

Name your Profile. The title of your Profile is important and you will need it later, so it’s a good idea to name it clearly.

Below the Title field, choose which lists to include in the search. You can chose as many as you like, although you will need to specify one to show as the default for the search.

You have the option of limiting your search by Views. You can also filter by View, or chose to have only fields that are visible within the selected View be returned as results.

You can opt for a Simple or Advanced search. Simple searches will return results for a single field, while Advanced searches can return results for up to five fields, chained together with Boolean logic.

Since you also have an option to toggle between Simple and Advanced searches, it makes a lot of sense to choose Advanced at this time. Additionally, if you use Advanced search you can filter by Views by default.

You have the ability to limit the number of returned items per page, if desired.

You can also control whether your users are able to print, download, or save their searches.

When all your choices are complete, click Save. Your new web part will be shown in the list of Profiles.

Install the Web Part on a Page

On a Modern experience page, click the + symbol in a content area and select Infowise List Search from the available web parts.

Once the part is added to the page, you will see a message “Use the app to configure a list search profile, then specify its title in the app part properties.” Click the pencil icon in the top left of your web part to access the Web Part Properties page.

In the Properties dialog, select the name of the Profile from the drop-down. Click the small X in the top-right of the corner to save your selection.

Your web part should now be displayed on the page. Save and publish the page to make the part available to all users.

Using the List Search Web Part

Here’s the List Search part in Advanced mode.

You can select from the different lists available in the search from the drop-down.

Using the Advanced mode, you can filter by list view, even if you did not select the “By View” option when building the Profile.

Click into the first Search line and select a field from the drop-down menu.

Then, select a value criterion.

Finally, enter a search value and click Save. Your results will appear in list format on the page directly below the search.

To add additional conditions, click the small + symbol in the next search line. Note that for numerical or date fields, you are able to select “greater or lesser than” values.

If you click on a line in the search results, you will go directly to the detail window for that item in the list itself; from there, you can edit or delete the item.

You have the ability to print the list results, export them to Excel, or save the search criterion using the small icons under the search bar.

The simple search searches for single text values only.

Last modified: 1/13/2020 11:43 PM
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