Accessing and Navigating the Advanced Search Interface

Accessing and Navigating the Advanced Search Interface
 

📌 Summary

This article explains how to access the Advanced Search feature and introduces the layout of its interface, including how to begin a search on either Forms or Boards.

🚀 How to Access Advanced Search

1. From any page in Ontraccr, locate the top-right corner of your screen.
2. Click the magnifying glass icon (🔍), which represents the search tool.
3. You will be redirected to the Advanced Search interface.

🧭 Interface Overview

Once inside the Advanced Search screen, you'll see two main tabs on the left:

• Forms: Used to search and filter through submitted forms.
• Boards: Used to search and filter board cards based on card templates and fields.

Each tab has its own unique query-building tools, explained in detail in the next articles.

▶️ Starting a New Search

To begin a search:

For Forms:

• Click the Forms tab on the left.
• Click the blue “Open Search” button.
• A slider panel will appear from the right side where you can build your search query.

For Boards:

• Click the Boards tab on the left.
• Click “Open Search”.
• The same style of slider appears, allowing you to build card-based queries.

🔄 Tabs Are Independent

Each tab (Forms or Boards) retains its own saved queries, filters, and logic.

Switching tabs won’t delete your current progress.