Creating A Search Form

Reports and table layout can have a search form attached to them so you can do ad-hoc queries gain the report data. To attach a search for to a table layout, after creating the table layout, create a search form using the exact same name as the table layout. Then edit the table layout and click the "Form Setup" tab. Scroll down to the bottom and click the following check box:

Now, when you access the report, you'll see the "Toggle Search" option to the left of the navigation controls:


When you click the "Toggle Search" link, the search form will be displayed. You can also use the option: "Always display the search form, do not use the 'Toggle Search' option" to always display the search form. This removes the toggle search option.

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