Working with List Search Results

Instructions

Step 1: Understanding the Results Layout

When a search is executed:

• results appear below the search panel,
• each result is displayed as a row,
• columns match the view settings of the Default list or selected list.

Results update instantly after every search.

Step 2: Switching Between Lists in Results

If multiple lists are included in the profile:

1. Use the List dropdown above the search box.
2. Select the required list for search.
3. The results grid reloads accordingly.

Important:
Search conditions only apply to columns relevant for the selected list.

Step 3: Opening Items from Results

To open an item:

• Click the Title (or Name) of the row.
• The item opens in the form.

Step 4: Using the Context Menu

Each row provides a context menu, just like a normal SharePoint view.

Common actions include:

• Open
• Edit
• Delete
• Print
• Add alert
• Run actions
• Action history

This is one of the key advantages of List Search — users can work with items directly from the search page.

Step 5: Running Actions from Results

If your list uses Ultimate Forms: Actions, they will appear in the context menu as well.

You can execute these actions without navigating to the item form.

Step 6: Sorting Results

Users can sort items by clicking column headers.

Example:

• Click Date column → results sort descending
• Click again → ascending

Sorting is per-list and resets when switching to another list.

Step 7: Pagination

If the profile is configured with paging (e.g., 5 items per page):

• Page navigation buttons appear at the bottom.
• Users can move to Next / Previous pages
• "Unlimited" mode shows all results at once

Step 8: Exporting, Printing, and Downloading (If Enabled)

If these features were enabled in the profile:

Users may:

• Export results to Excel
• Print the current view
• Download documents