Simple List Search Cloud Part User Manual

Quickly locate information that matter with streamlined, targeted SharePoint Online list searches.

Introduction

Simple List Search Cloud Part provides an opportunity for adding advanced search and filter capabilities against your SharePoint list data.  

NOTE: Currently the Simple List Search Cloud Part can not search against or filter the "Lookup" column type in a SharePoint List.

Installation

To get started configuring your instance of Simple List Search Cloud Part, we'll start by adding the web part to a page.  Simple List Search Cloud Part can be installed by following our documentation outlined here: Bamboo Tenant Manager - Installation – Bamboo Solutions Knowledge Base (zendesk.com).  This documentation will guide you through the process of adding your Cloud Part to a page.

Configuration

Configuring Simple List Search Cloud Part is as intuitive and customizable as SharePoint out-of-the-box web parts. The configuration of this Cloud Part begins with having the Cloud Part added to a SharePoint page.

Once an instance of Simple List Search Cloud Part has been added to a page, we can click on the configure webpart button:

If you want to go back and edit the webpart after it has already been configured, put the page into edit mode and then click the gear icon in the upper right-hand corner of the webpart.

INFO: The settings icon will only appear for users that have site owner privileges.

 Opening the configuration pane for the Cloud Part should provide an interface as pictured below.  

SEARCH CRITERIA CONFIGURATION

The first tab available for configuration is the "Search Criteria" selection and options.  Let's step through the options and configuration selections that are presented.

Select Source

Select whether the data source will be a SharePoint List or a Bamboo Solution List Rollup Schema

Site URL

Type in the URL of the tenant location from which you would like to load your lists. Click load. The "Select List or Library" drop down will then auto-populate with all the options available in the location you identified. 

Select List or Library

Select any list in the above selected Site Collection that you would like your users to have presented and extended with the Simple List Search Cloud Part capabilities.

Search Columns

The multi-select setting allows you to select all of the columns from your selected list/library that you would like to present to the user and configure for allowing searching against.  Just highlight the fields you would like and use the arrow buttons to move your selected columns to the right.  If you'd like to re-order your selected columns you can use the up and down arrow buttons on the right to re-order.

Individual Column Search Options

Here we can choose between "Whole Word Search" and "Partial Word Search".  "Whole Word Search" will require any search terms that a user inputs to match the entire word as they typed it in the search field.  "Partial Word Search" will allow the user to search against any string of characters and return results that partially match the search input provided.

Auto-fill default column value
Disabled by default, this option gives you the option to have the search form loaded with default values for each field already input into the fields.

Disable drop-down menu for Lookup column
Enabled by default, this option is pending the lookup column feature. 

Joining Operator

Choose between "AND" or "OR" as your joining operator for search strings input into the search fields.  Traditionally searches are done under the context that each word we type into a search field should return results that have the first word "AND" the second word.  In this case you can configure the results to be returned for the "OR" operator to deliver results that have the first word typed "OR" the second word.

All-Inclusive Search Options

Allow users to search all columns

Enabling this option adds an additional input field to be displayed on the search form that a user can enter any text into and have the solution search all column data for a match.

SEARCH RESULTS

The second tab available for configuration is the "Search Results" selection and options.  Let's step through the options and configuration selections that are presented.

Search Result Display

You have two options for choosing the results that should be returned when a user submits their query, "Use existing list view" and "Define custom view options".  By selecting "Use existing list view", you'll have the option of selecting a list view that's already been configured against your target list in a drop-down below.

If you opt for the "Define custom view options" choice, then you will be presented with a set of options to refine the result set that a user's query will be submitted against.  Within the "Define custom view options" configuration options, you can configure the columns to be included, the item limit to return, and the sort order to have results returned in.

Search Result Options

Display both search criteria and search results

Enabling this option allows your form to retain the search criteria in the fields as the results are returned to the user.

Allow printing of search results

Selecting this option provides an  icon at the bottom of the search results table to allow your users to print the search results.

Allow export of search results to Excel

This option will allow you to present an  icon at the bottom of the search results table to allow your users to export the search results to a Microsoft Excel file.

Allow export of search results to CSV

This option will allow you to present an icon at the bottom of the search results table to allow your users to export the search results to a CSV file.

Enable filtering from column headers

The search result table that is presented upon a user submitting their query has near native SharePoint list/library column header menus.  If enabled, this option will allow your users to interact with column headers in the search results table for the purpose of filtering down the search results based on column values returned.

Highlight search terms in results

Enabling this option will provide a highlight of the text/string that the search Cloud Part found as a match to the input entered by the user.  Pre-selected colors have been provided for highlighting search term matches.

Look & Feel

On the "Look & Feel" configuration tab, you can brand the Cloud Part to match your corporate styles.  We have included a rich experience for updating css for this Cloud Part.  You'll find that classes have been pre-defined and added for your easy identification of areas accessible for styling.

Help

Quick access to resources for obtaining assistance and more information on our products and support can be found here.