Viewing and Navigating Board Search Results

Viewing and Navigating Board Search Results
 

📌 Summary

After submitting a board-based query in Ontraccr’s Advanced Search, the system returns a detailed, board-specific breakdown of results. This article explains how to navigate the results, explore cards, and access deeper information directly from the search interface.

🧭 Results Layout: Boards & Stages

When your board query completes, the results are grouped by board and stage.

🔹 At the Top Level:

• Each board included in your query appears as its own section.
• You’ll see how many matching cards exist per board.
  • Example:
    • PMA Dispatch → 20 matches
    • PMA Archive → 1 match

🔹 Within Each Board:

• Expand the board using the chevron (▸) icon.
• Results are further grouped by stage/column within the board.
• You can see the number of cards in each stage.

📋 Visible Card Data

Within each stage, the following is displayed for each matching card:

• Status (e.g. unassigned, in progress)
• Custom fields (based on card design)
• Card number
• Linked users or details (if part of design)
• How long the card has been in that status

Example fields shown in the session:

Patrol

PMA Type

Old Date Due

Work Instructions

(Exact fields vary by card template)

✏️ Interacting With Cards

Each card in the search results offers the following actions:

🔹 Edit the Card

• Click the Edit icon to open the card in editable mode.
• You can update fields directly from the search screen.

🔹 View the Card

• Click the Card number to open the card in read-only view mode.
• This mimics how the card appears on the actual board.

🔄 This gives you full access to card data without navigating back to the board view.

📌 Differences from Form Search