GroveSite Online Database: Using the Quick Column Search

The Quick Column Search capability can be found on any of your online database pages within your GroveSite.  The Quick Column Search capability makes it extremely simple to search any size database for entries containing certain data and values.    

• For any column, type a text string like ABC to find content in your database that begins with ABC.
• Include a percent symbol, such as %ABC, to find content in your database that contains ABC.

You can also use a combination of both search functions mentioned above within your online databases.  For example, say in one column you want to filter by priority status.  In the example below, we entered a 2 in the Priority Quick Column Search area.  Everything in that column that begins with 2 will display.  Then say you want to search those that have a Priority beginning with 2 and a summary that contains “account”.  In the Summary Quick Column Search area you can enter %account so that records with the specified Priority and Summary search information will display. 

 

 

You can visit the help desk page to read more about using the Quick Column Search function in your GroveSite Online Database.   

 If you want to learn more about GroveSite’s Online Database capabilities you can access an overview of Custom Online Databases here.  Don’t have a GroveSite account but think you’re ready to give it a try?  Click here for a free trial and get your team working smarter online in just minutes.  Feel free to contact us with any additional questions.  

GroveSite Online Database: Try Creating DB Lookup Table Relationships

Within your GroveSite online workspace, you can create different types of relationships within your online databases: Parent-Child relationships and Lookup Table relationships.  

 

WHAT IS A LOOKUP TABLE RELATIONSHIP?

Having a Lookup Table database relationship means that you have a Lookup Table, which contains data that will be used to populate a field within separate, main database tables.  Once you define a link between your Lookup Table(s) and your main table(s), the data listed in the Lookup Table can be used to populate fields within the main database table(s).  

 

HOW CAN A TABLE LOOKUP RELATIONSHIP BE USED?

An example of how a lookup relationship can be used is within an asset database.  Say you need to keep track of your asset inventory for your balance sheet.  Below, we have created an assets database.  In the screens that follow you can see that we made the “equipment type” field and the “location” field lookup relation field types.  This creates the link so that the data used to populate these fields is being pulled from separate Lookup Tables.  



 

For both of the lookup relation fields, Equipment Type and Location, we determined the source Lookup Table the database should use to get valid data options for the field.  

 

After you define your fields you can add your tables to your site and set the linking relationships.  Since GroveSite enables you to build lots of different sites, for different teams and purposes, you must tell the system the site and page where this particular Lookup Table resides.

Once the tables are added and populated on your site, within your main database table you can select [Add a New….] and you will see the lookup fields populated with the entries from your Lookup Table(s). 

EQUIPMENT: LOOKUP TABLE

 

LOCATIONS:  LOOKUP TABLE

ASSETS: MAIN DATABASE TABLE

If you are interested in learning more about how you can utilize the Table Lookup Relationship in your online database, take a few minutes to watch this step by step training video on how to create a Table Lookup Relationship within your own GroveSite workspace. 

You can also visit the help desk for step by step text instructions on how to create and incorporate the Table Lookup Relationship functionality to your online workspace.  In addition, you can find instructions on how to create and define Parent-Child Relationships.