Tap Forms can perform two kinds of searches.

  1. Search across all text and number fields in a form by using a simple search term.
  2. Create one or more Saved Searches which target specific fields for filtering your records.

For basic searches, just enter a search term into the Search field:

After you type in a search term, a bar will appear below the Search field with a Save button.

Click the Save button to save the search. Tap Forms will display the search beneath the form on the left side of the window.

For more advanced searches, click the filter button to the left of the Search field. Tap Forms will display the advanced search popover where you can add Search Rules which target your search to specific fields.

Click the + button to the right of a Search Rule to add a new Search Rule.

Click the Save button to save your search.

Deleting a Saved Search

To delete a Saved Search, select your search, then right-click on it and select the Delete Search option. Or select it and then select the Delete Search menu item from the Forms menu. Make sure the forms list on the left is visible or you won’t be able to right-click on the Saved Search as it won’t be visible.

Sorting

To set a different sort order for a Saved Search than the default sort order set on your Form, with your Saved Search selected, click on the Form button in the toolbar to display the Form Inspector Panel. Then change the First, Second, Third, and Group Records By settings to how you would like your records sorted just for that search. When you switch to a different search or to the main form itself, Tap Forms will switch the sorting to reflect the settings for those items.

Last modified: Sep 22, 2017

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