Often while working on the mobile device, users may need to search for a record to update information or correct the location. On iOS devices, this can easily be done while out in the field.
You can do a record search from either the map view or the list view. From the mobile device, select magnifying glass icon in the bottom menu bar from either the map or list view. A search bar and keyboard will pop up.
Then, simply enter your search terms or use the barcode icon to scan a barcode and select a record from the results. You may try searching for a specific ID number or even key phrases from a choice list or classification set. The search will return all records that contain the search values, including data within child records in repeatable sections. Once you have located a record through the search, tap it to view or modify it.
Once records have been created, you can filter them by project, record status, the user that created or last updated the record. You can also build out custom filters using fields within the app that you are searching for. When filters are used it will adjust the records that show up in the map and list views. You can combine as many filters as necessary.
To access the record filter options. Tap on the funnel icon from either the map or list view pages.
At the top of the filters page is an enabled filters option. This allows you to enable and disable the filters being used without having to remove the filters that you have set.
To add filters, just tap on the filters you would like to add. To remove a filter, with the exception of custom filters, just tap on the filters that have a check mark next to them.
Custom filters can be added to filter data based on fields within your app. You will not find the options to filter based on status or project within the custom filter setup page, instead you will want to use the status or project filters within the main filter page.
To add a custom filter, click on the +add rule option to be taken to the custom filter setup page.
On the custom filter setup page you will want to start at the top and work your way down. The first option is the Field section. When you click on this you will see a page with all the fields contained with in your app that you can filter by. Simply tap on the field you would like to create a filter for.
Next, you will want to select the operator. The operator options that are presented will vary based on the field type that you have selected. For more strict field types, you will have less options.
The total possible operators are:
Not one of
Is not blank
Greater than or equal
Less than or equal
Does not contain
Like the operator option, the possibilities for the value option will depend on the operator being used. Operators like is or is not blank will not require any value to be selected or entered. Operators like contains or does not contain will require the user to manually enter in the value they want to use as the filter. While operators like one of or not one of will present the user with a pick list to select from.
Once you have setup the filter, you can press on the done button to back out to the main filter page, here you will see the custom filter that you just created. If you wish to create another custom filter to use with the filter you just created you can press on the + add rule button.
To delete a custom filter, you will want to swipe left on the filter you wish to delete and tap delete.
NOTE: To sort records, go to Settings > List View. From there you can choose to sort by Title, Status, Created Time, or Updated Time. You can also tap Ascending to reverse the order of the list.