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PerfectApps™ Help Guide

icon Connect and Search

The Connect and Search command is a behavior object found in the integration toolbox.

 

Details

 

The Connect and Search command can be used to trigger a look-up into a third party data source and let an app user select a specific record. Data sources can include databases, directory services, Web Services, other PerfectApps apps, CSV files and, with an extra cost, Google spreadsheets.

 

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Filters can be utilized to return specific records of data for the app user to select from.

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In order to use the Connect and Connect and Search commands with databases, text files and LDAP (Active Directory) connections, you must first install and configure the Connection Agent.

See: Steps to integrating your apps

 

Connect & Search (Look-ups)

Connect & Search

(4 min)

Watch this tutorial to see how to allow app users to search for a record and then import data from that record into their app instance fields.

Filtering in App

Filtering using App Fields

(2 min)

The Connect & Search tutorial, above, demonstrates how a user can filter look-up results directly in the search dialogue. Watch this video to see an alternative approach to filtering using field data in an app.

 

For full details on the Connect and Search command properties CLICK HERE.