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How to Add a Search Bar to the Product List Screen in Mobile Environment?


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I want to add a search bar at the top of the product list screen in the mobile environment, similar to the configuration available on the customer screen. However, since the product list is a list-type screen, I am unable to add an extra field to this screen.

Is there a way to add a filter or search functionality to a list-type screen? If not, is there any alternative solution to achieve this functionality?

Below are screenshots of the product detail screen and customer screen for reference.

Thanks in advance for your help!

23 replies

Shneor Cheshin
Superhero (Employee)
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  • Superhero (Employee)
  • 1113 replies
  • December 19, 2024

Hi ​@rishi.gupta 

You can use the same screen type as the customer screen.

Cheers!


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  • Author
  • Do Gooder (Partner)
  • 12 replies
  • December 23, 2024

Hi ​@Shneor Cheshin,

Thank you for your suggestion! I have used the same screen type as the customer screen (screen type: "List with Headings"), but unfortunately, I was not successful. Here's what I did:

  • I replicated the complete process, including viewing and adding fields, and followed the same steps as the customer screen setup.
  • The only difference is in the table configuration:
    • I used the table "c_request_products_view" and "request_unit", whereas the customer screen has no primary table attached.

Challenges Faced:

  1. Search Bar Missing:

    • Despite replicating the customer screen configuration, the search bar does not appear on my product screen.
  2. Field Viewing Disabled:

    • In the customer screen, fields can be viewed and customized without a primary table.
    • When I attempted a similar setup without a primary table, the "View Fields" option was disabled, preventing me from adding or modifying fields.

 Any guidance on resolving these issues would be greatly appreciated!

Thank you in advance!


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  • Hero (Customer)
  • 41 replies
  • December 23, 2024

Unfortunately, “List with Headings” is not a configurable screen type.  Unless I’m mistaken, that type of screen requires custom code. 


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  • Author
  • Do Gooder (Partner)
  • 12 replies
  • December 24, 2024

Hi ​@BrianG ,

Thank you for clarifying that “List with Headings” requires custom code. Could you please guide me on how to implement a search bar for this screen type using custom code? An example or reference would be greatly appreciated!

Thank you for your help!


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  • Hero (Customer)
  • 41 replies
  • December 27, 2024

Hi ​@rishi.gupta ,

Apologies, but I won’t be able to help much.  I’ve been away from FSM Mobile for over 2 years.  At a high level, I would not recommend customizing the code if you are not already using a custom solution.  It makes support and upgrades much more difficult.  

However, if you already have a custom solution, search through the code of any existing baseline screen that has the search bar.  I believe Shneor mentioned the customer screen.  Every coded screen has a class with the same name as the metadata screen name.

If my memory has failed, hopefully the current experts will correct me.  Best of luck!


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  • Author
  • Do Gooder (Partner)
  • 12 replies
  • January 15, 2025

Hi Team,

Could anyone please help me to resolve the above issue.

Thank you for your help!


Shneor Cheshin
Superhero (Employee)
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  • Superhero (Employee)
  • 1113 replies
  • January 16, 2025

HI ​@rishi.gupta 

Can you elaborate on the requirements?

When I search for a product on mobile, I have a search bar as a baseline. This is on the ‘Schedule’ workflow, for example.

So how do you search for products? 

Cheers!


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  • Author
  • Do Gooder (Partner)
  • 12 replies
  • January 16, 2025

Hi ​@Shneor Cheshin 

Thanks for your reply! 

So, in the mobile environment, on the product screen, I need to implement a search filter. For this, I’ve tried using the screen types like List with Heading, List, and Standard with Debrief workflows. However, I’m unable to achieve the search filter functionality.

 

You mentioned that the search filter is a baseline in the ‘Schedule’ workflow. I tried applying it to my screen but wasn't able to see the same behavior in my workflow. Could you guide me on how to configure it properly or provide any insights on why it’s not working in my case?

 

Also, is it possible to have a search filter in the Debrief workflow? If so, could you help me with the configuration for that as well?

Your help would be much appreciated!


Shneor Cheshin
Superhero (Employee)
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  • Superhero (Employee)
  • 1113 replies
  • January 16, 2025

HI ​@rishi.gupta 

It is hard to follow.

Can you please provide a step-by-step scenario with screenshots.

That will help us helping you.

Cheers!


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  • Author
  • Do Gooder (Partner)
  • 12 replies
  • January 17, 2025

Hi ​@Shneor Cheshin ,

Thank you for your response and for pointing that out! I’ll provide a step-by-step scenario to explain the issue more clearly. I’ll also attach relevant screenshots for better understanding.

Scenario Overview:

  1. I’m working in the mobile environment on the Product Screen.

  2. I need to implement a search filter to allow users to search for products by attributes like name or ID.

  3. I’ve tried the following screen types:

    • List with Heading
    • List
    • Standard with Debrief workflow

    However, none of these screen types seem to provide the functionality I’m looking for.

  4. I noticed that the Customer Screen already has a search filter implemented. I replicated the design and configuration of the Customer Screen to my Product Screen as closely as possible. However, the search functionality still doesn’t work on the Product Screen. I’m unsure if I’m missing something in the configuration or if there are limitations with the current workflow.

  5. You also mentioned that the search filter is a baseline in the ‘Schedule’ workflow. When I tried using the Schedule workflow instead of the Debrief workflow, I couldn’t locate the screen in the menu on my mobile. Could you guide me on where to locate the Schedule workflow screen or if there’s any additional configuration needed to make it visible?

  6. Additionally, is it possible to have a search filter in the Debrief workflow? If so, could you help me with the configuration for that as well?

Attachments:
I will include screenshots showing:

  • The current configuration of the Product Screen.
  • The issue where the search filter is missing.
  • The configuration of the Customer Screen as a reference.

I hope this provides more clarity. Please let me know if there’s anything specific, I should focus on or include.

Thank you for your help!


Shneor Cheshin
Superhero (Employee)
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  • Superhero (Employee)
  • 1113 replies
  • January 19, 2025

Hi ​@rishi.gupta 

Your screenshots are not accessible.

I am still trying to understand what the product screen is. Is it a baseline or a custom screen?

Please try adding the screenshots again and show what you are trying to achieve.

Cheers!.


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  • Author
  • Do Gooder (Partner)
  • 12 replies
  • January 21, 2025

Hi ​@Shneor Cheshin ,

Thanks for your feedback! The Product Screen I'm working on is a custom screen, and I’m trying to implement a search filter similar to the one on the Customer Screen. However, I’m unable to get it to work on the Product Screen.

Also, when I tried using the Schedule workflow, I couldn’t find the screen in the mobile menu. Could you guide me on how to locate or configure it?

I’ll reattach the screenshots to clarify the issue.

Cheers,
Rishi


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  • Author
  • Do Gooder (Partner)
  • 12 replies
  • January 25, 2025

Hi ​@Shneor Cheshin and team,

I hope you’re doing well. I wanted to follow up on this thread as I haven’t received a response yet.

To summarize, I’m trying to implement a search filter on a custom Product Screen in the mobile environment. Despite replicating the setup from the Customer Screen (where the search filter works), I’m unable to achieve the same functionality.

Additionally, I tried using the Schedule workflow (as you mentioned the search filter is a baseline feature there), but I couldn’t locate the screen in the mobile menu. Could you guide me on how to configure or locate it?

Please let me know if I need to provide any additional details or screenshots to assist further. Your guidance would be greatly appreciated!

Thank you,
Rishi


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  • Author
  • Do Gooder (Partner)
  • 12 replies
  • January 28, 2025

Hi ​@Shneor Cheshin  and team,

I’m following up again as I haven’t received a response yet. I’m trying to add a search filter to a custom Product Screen in the mobile environment but haven’t been able to replicate the functionality from the Customer Screen or the Schedule workflow.

Could someone guide me on how to achieve this or let me know if I’m missing any configurations?

Thank you!
Rishi


Shneor Cheshin
Superhero (Employee)
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  • Superhero (Employee)
  • 1113 replies
  • January 28, 2025

Hi ​@rishi.gupta 

Sorry. Nothing comes to mind. 

This issue requires some troubleshooting; unfortunately, I do not have time for that.

Seems like you have done all the right things. So maybe your requirements are not supported

Cheers!


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  • Author
  • Do Gooder (Partner)
  • 12 replies
  • February 2, 2025

Hi ​@Shneor Cheshin  and team,

Thanks for your response! I understand that troubleshooting takes time. Could you suggest any alternative approaches or documentation that might help me verify if this requirement is supported?

Also, if anyone else in the community has faced a similar issue or has any suggestions, I’d really appreciate your input!

Thank You!
Rishi


Shneor Cheshin
Superhero (Employee)
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  • Superhero (Employee)
  • 1113 replies
  • February 3, 2025

Hi ​@rishi.gupta 

Below is a screenshot from a screen we created with a search bar. And the configuration behind it.

Can you share the configurations of your screen?

Hopes it helps

 

 


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  • Author
  • Do Gooder (Partner)
  • 12 replies
  • February 4, 2025

 Hi ​@Shneor Cheshin

Below is a screenshot of the screen I created where I intend to add the search bar, along with its configuration. However, I haven't been able to implement the search functionality yet.

Hope this helps!

Thanks in advance,
Rishi


Shneor Cheshin
Superhero (Employee)
Forum|alt.badge.img+28
  • Superhero (Employee)
  • 1113 replies
  • February 4, 2025

@rishi.gupta 

For some reason I dont see the ‘searchable’ tick box on your screen..

Please try:

  • Can you see it in the windows client?
  • If you create the screen from scratch, the searchable box is there?
  • Can you try a different table/view?

Cheers!


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  • Author
  • Do Gooder (Partner)
  • 12 replies
  • February 5, 2025

Hi ​@Shneor Cheshin ,

I checked all the points you mentioned:

  1. Windows Client: Can you clarify what exactly you mean by the Windows Client? 
  2. Creating Screen from Scratch: I did create the screen from scratch, but I still don’t see the searchable tick box on the screen, as I shared earlier. However, when I go to Designer → Fields and open any field, there is an option for Searchable and Visible, but only one can be selected at a time. If I select Visible, the Searchable option disappears, and vice versa.
  3. Different Table/View: I also tried using a different table and view, but the Searchable tick box is still not available on my screen.

Do you have any suggestions on how to handle this? Could this be a configuration limitation?

I have also attached a screenshot of the Designer → Fields section for reference.

Thanks,
Rishi


Shneor Cheshin
Superhero (Employee)
Forum|alt.badge.img+28
  • Superhero (Employee)
  • 1113 replies
  • February 5, 2025

Hi ​@rishi.gupta 

It might be a limitation, but if I got it in my env, I dont see why you cannot. Unfortenatly, I do not have an Android device for testing, so it might be a limitation on the Android OS only.

Just to make sure, this is a ‘list’ screen you are creating?!

The mobile client has 3 versions. 1 per OS - Windows, Android, and iOS.

Try installing the Windows one on your machine and see if anything is different.

Cheers!


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  • Author
  • Do Gooder (Partner)
  • 12 replies
  • February 10, 2025

Hi ​@Shneor Cheshin ,

Thanks for your response!

Yes, I am creating a ‘list’ screen. As suggested,
I tried installing the Windows version to check if the Searchable box appears there. However, I encountered an issue during installation where the publisher certificate could not be verified (screenshot attached).

Has anyone faced this before? Any suggestions on how to resolve it?
  


Shneor Cheshin
Superhero (Employee)
Forum|alt.badge.img+28
  • Superhero (Employee)
  • 1113 replies
  • February 10, 2025

@rishi.gupta 

Below is the part from documentation related to Windows installation.

 

Install FSM for Windows
In the following procedures, certain prerequisites must be installed before you
can install FSM for Windows. We recommend that you push the prerequisite
installations whenever possible.
Install Prerequisites
Administrator rights may be required for this installation.
1. To enable developer mode, do the following:
 Open Windows Settings.
 Select For Developers and then select Developer Mode.
 To confirm, click Yes.
2. The first time the application is installed and when new certificates are
issued, do the following:
 In the shared network location specified above, double‐click the
certificate file, which has a ..cer file extension.
 Click Install Certificate.
 Select Local Machine as the Store Location and click Next.
 Select Place all certificates in the following store.
4/9/19 IFS Field Service Management Installation Guide 35
 Browse to the store Trusted Root Certificate Authorities and click OK.
 Click Next.
3. To update the registry settings, do the following:
 In the shared network location specified above, double‐click the file
FSMw6InstallRegistration.reg.
 For each confirmation message presented, click Yes.

 

 

Let me know if that helps.

Cheers!


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