Create a search from a view

After creating a view and linking it to related data, you’re ready to create your new search. To do a search on the view, along with any data sources you linked:

  1. Select the search icon, and select the Choose sources icon in the Data panel. Choose your linked sources.

    Select sources from the Choose sources modal
  2. Do a search using columns from the linked sources.

  3. Test the result, to make sure it’s what you expect.

    If your search shows no data found or doesn’t look right to you, it is possible that one of the links between your sources was made on the incorrect column. Check the relationships you created and try linking using a different column, to see if that gives the expected search results.

  4. When you have the expected Answer, you can create a Worksheet to make it easier for you and other people to use. To do this, select Data.

  5. Select the + Create new button in the side navigation bar, and select Worksheet.

  6. Choose your view and any other tables it is linked to using Choose Sources.

  7. You may need to rename some columns appropriately for searching.

  8. Save the Worksheet and share it with the appropriate users and groups.

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