Yes, you can!
and it’s easy too.
- just follow the steps:
1- Create a new blank form.
2- Drag a Textbox element - we will ask the filler to enter his search text here.
Change the Textbox label text to: Enter search text.
3- Drag a Table element - the records found in the search we will be displayed in it.
4- Configure the Table columns: name, phone and a description.
5- Now set the Salesforce Get integration to draw the records:
- Choose the Account object
6- Create a condition:
- Specify the salesforce field you want to search in (Regular textbox).
- Select the term - in this example: ‘Search pattern Or’.
* Please note: The Search pattern option allows you to create an "Or Search term" or an "And Search term".
The difference is that the "Or" pattern will look for records that contain at least one word you enter in the search box while the "And" pattern will look for records that contain all of the words entered in the search box.
- Now choose the form field you want to take the user text from: (‘Enter search text’).
- Choose ‘All’ in the - “If multiple matches found take ID from” checkbox. And limit the number of records you draw (in this example - 10)
- and finally map the fields of your table columns to your SF fields:
Table (fld4).account → Account Name
Table (fld4).phone → Account Phone
Table (fld4).description → Regular Textarea
- Save your form and let's test it.
**before testing please prepare some test data in Salesforce and simply enter some text in the “Regular Textarea” field of a few accounts.
For example:
- My name is Amy and i’m writing this text
- writing text it is sometimes hard
- Amy usually writes the version text
- Now publish the form as URL and enter some text in the Textbox:
This sentence will now be divided into 3 words and Titan will look for them in the 'Regular Textarea' field in Salesforce.
If one of these fields is found in an account Textarea - this account will be displayed in the table below.
type for example: Amy writes version
and you will see that 2 account will be drawn:
( the ones containing: "My name is Amy and i’m writing this text", and "Amy usually writes the version text ")
Watch a video about using the Or Search pattern and the And Search pattern
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