Enterprise Search

Enterprise Search

Enterprise Search is an advanced search component that provides a powerful query builder interface for creating complex search queries. It offers significantly more flexibility and control compared to the standard search component.

Overview

Enterprise Search allows you to build sophisticated search queries with multiple conditions, grouped logic, and saved search functionality. It's perfect for:

• Creating complex filtered views of your data
• Building advanced reports with multiple criteria
• Saving frequently used search queries for quick access
• Providing users with a powerful self-service search interface
• Combining AND/OR logic at multiple levels for precise filtering

Key Features

Advanced Query Builder

Enterprise Search provides a visual query builder that lets you create complex search conditions:

• Multiple Groups: Create AND/OR grouped search conditions for complex logic
• Field-Level Logic: Each field can have its own AND/OR connectors
• Multiple Field Instances: Add multiple conditions for the same field
• Rich Operators: Text inputs, dropdowns, checkboxes, date/time pickers with various comparison operators
• Operator Types: "is any", "is blank", "is not blank", and field-specific custom operators
• Match Mode Toggle: Switch between AND/OR logic globally and per-row

Advanced Filtering Options

• Required Fields: Mark certain fields as required in the search
• Optional Fields: Add or remove optional filter fields dynamically
• Field Bypass/Disable: Temporarily disable a field without removing it (eye icon)
• Group Collapsing: Collapse and expand search groups for a cleaner interface
• Join Field Filtering: Filter on fields from related/joined tables
• Query Preview: Visual representation of the search query being built

Saved Searches

Save your complex search queries for quick reuse:

• Save current search configuration with a custom name
• Load previously saved searches instantly
• Edit saved search names
• Delete saved searches you no longer need
• Searches are saved per user per component
• Case-insensitive search name matching

Adding Enterprise Search to Your Page

Step 1: Add the Component

1. Open the page where you want to add Enterprise Search
2. Click to add a new element
3. Select "Enterprise Search" from the component list
4. Choose your data source (data table)

Step 2: Configure Search Fields

Select which fields users can search on:

• Choose fields from your data table
• Mark fields as required or optional
• Set default values for fields if needed
• Configure field operators (equals, contains, greater than, etc.)
• Enable join field filtering for related table searches

Step 3: Customize Appearance

Enterprise Search offers multiple themes and layouts:

Themes

Choose from 5 visual themes:

• Minimal: Clean, simple interface (default)
• Modern: Contemporary design with smooth animations
• Classic: Traditional form-based layout
• Material: Material Design inspired interface
• Bold: High-contrast, prominent design

Theme Color Styles

Each theme supports multiple color variants:

• Light (default)
• Royal Blue
• Cerise
• Sea Green
• Burning Orange
• Ultramarine
• Dark

Layout Options

Choose from 5 different layout configurations:

• Default (V1): Classic vertical layout
• Layout 2 (V2): Alternative vertical layout with improved spacing
• Slip Popup: Popup modal interface for search
• Sidebar Drawer: Sliding sidebar search panel
• Interpretation Bottom: Bottom drawer with query interpretation display

Step 4: Configure Settings

Basic Settings

• Form Title: Header title displayed on the search form
• Subtitle: Optional subtitle text
• Submit Button Text: Customize the search button text (default: "Search")
• Submit Button Icon: Choose an icon for the search button
• Clear Button Text: Customize the clear button text
• Clear Button Icon: Choose an icon for the clear button

Advanced Settings

• Match Mode: Set the global logic mode
  • All (AND): All conditions must match
  • Any (OR): Any condition can match
  • User Controlled: Let users toggle between AND/OR
• Enable Saved Searches: Allow users to save and load search queries
• Show Add Group Button: Allow users to add/remove condition groups
• Show Query Preview: Display a visual representation of the search query

Using Enterprise Search

Building a Basic Search Query

1. Select a field from the dropdown
2. Choose an operator (equals, contains, is greater than, etc.)
3. Enter your search value
4. Click "Search" to execute the query

Building Complex Queries with Multiple Conditions

1. Add Multiple Fields: Click the "+" button to add more search fields
2. Set Logic Operators: Choose AND or OR between conditions
3. Create Groups: Click "Add Group" to create nested logic groups
4. Configure Each Group: Each group can have its own AND/OR logic
5. Preview Query: Use the query preview panel to verify your logic

Working with Optional Fields

Optional fields can be added or removed as needed:

• Click the "+" icon next to optional field names to add them to your search
• Click the "x" icon to remove optional fields from the active search
• Optional fields don't affect the search until they're added

Temporarily Bypassing Fields

You can temporarily disable a field without removing it:

• Click the eye icon next to a field to bypass it
• Bypassed fields are visually grayed out
• The field remains in the form but is excluded from the search
• Click the eye icon again to re-enable the field

Saving Your Search

If saved searches are enabled:

1. Build your search query as desired
2. Click the "Save Search" button
3. Enter a name for your saved search
4. Click "Save" to store the search configuration

Loading Saved Searches

1. Click the "Saved Searches" dropdown
2. Select a saved search from the list
3. The search form will populate with the saved configuration
4. Click "Search" to execute, or modify the query first

Managing Saved Searches

• Edit Name: Click the edit icon next to a saved search to rename it
• Delete: Click the delete icon to remove a saved search
• Overwrite: Save a search with the same name to update it

Search Query Examples

Example 1: Simple Search

Find all customers in California:

• Field: "State"
• Operator: "equals"
• Value: "California"

Example 2: Multiple Conditions (AND)

Find customers in California who are premium members:

• Field: "State" | Operator: "equals" | Value: "California"
• Logic: AND
• Field: "Member Type" | Operator: "equals" | Value: "Premium"

Example 3: Multiple Conditions (OR)

Find customers in California OR New York:

• Field: "State" | Operator: "equals" | Value: "California"
• Logic: OR
• Field: "State" | Operator: "equals" | Value: "New York"

Example 4: Complex Grouped Query

Find premium customers in California OR all customers in New York with orders over $1000:

Group 1 (OR):

• State equals "California" AND Member Type equals "Premium"
• OR
• State equals "New York" AND Total Orders greater than 1000

Differences from Standard Search

Feature	Standard Search	Enterprise Search
UI	Basic form inputs	Advanced query builder
Logic	Simple AND/OR	Grouped AND/OR with field-level control
Saved Queries	Not available	Full CRUD with database persistence
Themes	Limited	5 themes with multiple color variants
Layouts	Single layout	5 different layout options
Optional Fields	Limited	Dynamic optional field management
Visual Controls	Basic	Group collapse, field bypass, query preview
Subscription	Available on all plans	Premium feature (plan-dependent)

Search Configuration Structure

Each saved search contains:

• Name: User-defined name for the search
• Search Tree: Complete search filter tree with all conditions and logic
• Active Optional Fields: Which optional fields are currently active
• Bypassed Fields: Which fields are disabled/bypassed
• Component ID: Reference to the search component
• User ID: Owner of the saved search
• Timestamps: Creation and modification dates

Troubleshooting

Saved Searches Not Showing

• Ensure "Enable Saved Searches" is turned on in component settings
• Verify you are logged in (saved searches require authentication)
• Check that the saved searches table has been created for your app

Search Not Returning Expected Results

• Use the Query Preview feature to verify your search logic
• Check that AND/OR operators are set correctly
• Ensure bypassed fields (grayed out) are intentional
• Verify field operators match your search intent (equals vs. contains, etc.)

Cannot Access Enterprise Search

• Enterprise Search is a premium feature - check your subscription plan
• Contact your account administrator if you need access
• Verify the feature is enabled for your user account

Best Practices

Search Design

• Start Simple: Begin with required fields and add optional fields as needed
• Use Query Preview: Always verify complex queries with the preview feature
• Name Searches Clearly: Use descriptive names for saved searches (e.g., "California Premium Customers")
• Group Logically: Group related conditions together for better organization

User Experience

• Choose Appropriate Layout: Sidebar drawer works well for complex forms, popup for simple searches
• Limit Required Fields: Too many required fields can frustrate users
• Provide Saved Searches: Enable saved searches for frequently used queries
• Match Your Brand: Select themes and colors that match your app's design

Performance

• Index Searchable Fields: Ensure frequently searched fields are indexed in your database
• Limit Join Fields: Excessive join field filtering can impact performance
• Use Appropriate Operators: "Contains" searches are slower than exact matches

Getting Help

If you need assistance with Enterprise Search:

• Review this documentation and the search examples
• Test your search queries using the Query Preview feature
• Contact Tadabase support with specific questions or issues
• Provide your component configuration and search requirements for faster assistance