These actions drive a Search Results or Public Search Results field placed on the form. They are what make a results table respond to the rest of the screen rather than sitting there as it was when the form loaded.


Trigger Search Field

Runs a search field's search.


Search Field - The search field to run.


Use it on any form where the search depends on something the user supplies first: they enter an account number or pick a date range, then a button runs the search. It is also the usual companion to turning Run Search When E-form Loads off on the search field itself, which is what stops a public form listing records the moment somebody opens the link.


Refresh Search Results

Re-runs the search and redraws the results.


Record ID - Leave it blank to refresh every record in the results. Enter a single record's ID, or a comma-separated list, to refresh only those rows.


Run it after anything that changes what should be listed - an approval, an upload, a workflow step, an Action Set. Refreshing named records rather than everything is quicker and keeps the user's place in a long list, so pass the ID when you know which row changed.


The difference from Trigger Search Field is worth knowing: Trigger runs the search as though for the first time, while Refresh brings the results already on screen up to date.


Download Search Results

Exports the results the user is looking at.


Custom Columns - Whether the user may choose which columns are exported. This only applies to searches based on a record type. Left off, they get the columns as the search defines them.


Remove Record by ID

Takes a row out of the displayed results.


Record ID - The record to remove.


It changes what is on screen, not what is in the system - nothing is deleted. Use it after the user has dealt with an item so it disappears from their queue immediately, without the cost and the scroll-jump of re-running the whole search. Pair it with the Search Results field's Single Record ID to Field or Checked Record IDs to Field outputs to know which row to remove.