Help!! Showing a smart query form on a page?

Liz Hackett

Hi,

maybe I'm missing something but I can't seem to add a smart query form to a page?


I want a team to be able to click on the browse option, like you can in thge Smart query Browse page, and run the query based on the criteria input.


Help!!

Simon Watson

Hi Liz.


I'm not entirely sure what you are after.... but hopefully the suggestions below help.


To add the results of a smart query to a page you'll need to add the Data Form: Smart Query Results View Form to a section on the page. This is the form the smart query uses to display the results table.  You'll then need to set the Context of the form to the GUID value of the smart query instance.  To grab this, you can do an ad-hoc query on Smart Query Instances to find the smart query instance record ID (a GUID) for the particular smart query and use this as the context.


I did a quick test and this works as I'd expect. When the page loads you have to click to process/refresh the results but then the Browse button becomes available.  You could also add an action to edit the smart query instance definition.


Another approach may be just to add a Task that goes directly to the smart query instance - so the user doesn't need to go to Information Library etc.   You can create a task to show Page: Smart Query Results and pass the same GUID as above as the context.  The task will then take the user directly to the smart query instance, where again you hit refresh and can then browse the results etc.


Let me know how you go, or more details on what you are after.


Cheers,


Simon


 

Liz Hackett

Hi Simon Watson‍ thanks so much, I will try that later and see how I go. Appreciate the help