The search feature is a valuable tool for users seeking swift access to records. When combined with side panes, it empowers users to search for and access records seamlessly within the form they are actively working on. This integration significantly enhances the overall user experience.
In this article, I will demonstrate how to effortlessly create a search side pane using byld, without the need for a single line of code.
Creating the flow
To get started, initiate a new byld flow. Select the relevant table and form that require editing and assign a unique name to the flow. For the purpose of this example, I will use the following entries:
Configure the flow logic
Next, click on "Edit" and configure the flow's trigger. For demonstration purposes, I will set the trigger to activate when the form loads.
Now, proceed to add a new step from the "Side Panes" category and select "Create Search Side Pane"
Click on "Configure" and input the necessary details, then click "Done." In this example, I will populate the fields as follows:
Here are the entries explanation:
Title: This field allows you to specify the title that will be displayed on the side pane. Choose a descriptive title that provides users with a clear idea of the pane's purpose.
Icon: You can provide a link to a web resource or an external image that will serve as the icon for the side pane. The icon adds visual context to the pane and enhances user recognition.
Id: Assign a unique ID to the side pane. This ID is crucial for managing the side pane's behavior in other steps, such as removal, collapsing, or expanding. Make sure the ID is distinct and easy to reference.
User can close it: Determine whether users have the option to close the side pane. Depending on your application's design, you can choose to allow or restrict users from closing the pane. This setting impacts user interaction.
Width in pixels: Specify the width of the side pane in pixels. The width defines how much space the side pane occupies on the screen. Adjust this value to align with your design and content requirements.
Search Text: This field is optional but can be highly beneficial. It allows you to pre-fill search text when the side pane opens, expediting the process of finding records for users. Use this feature to enhance user efficiency and convenience.
Once you've filled in these details, click "Save," and then proceed to click "Publish." After publishing, navigate to the record form and perform a hard refresh (Ctrl + Shift + R).
You should now be able to observe the results of your configured search side pane in action, providing users with a streamlined and efficient way to access and search for records while working within the form