Form For Easy Search Involving Multiple Criteria
For many end-users, creating a filter is a bit too complicated. Accordingly, I prefer serving up all functionality to my end-users via designed workflows and dashboards. However, many times, our people are speaking with customer prospects that want to know what of the thousands of products we carry meet their various criteria. This could easily involve 10 criteria (ex. Style, Fabric, Territory, Price, Certifications, Manufacturer...). I propose that TrackVia enable end users to search for records based on multiple criteria by entering them in a blank data entry that is placed in "Search Mode." Using the same data entry form they are already familiar with (including all drop-downs, etc.) would be a much more usable option compared to creating a filter from scratch. They simply fill out the items on the form that they want their search results to match and click a search button to reveal a table view of matching rows.
This is another great idea. Our current search features only provide the capability of searching for a query across non-specific fields – in every string of text and data within all TrackVia records. By using a “Field-Based” search tool, users could search for records that meet particular criteria based on multiple fields, and, like you have identified, a form would be a user-friendly way to accomplish this task.
Thank you again for the feedback.