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  • #3243
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Created Mar 25, 2020 by josh@josh🏄Owner

Search Builder UI

This project will create a unified interface that replaces the current Advanced Search and Search Builder forms. This requires the APIv4 Query Improvements project to be done (or at least underway). This is a prerequisite to the Form-Builder-based reports and custom searches projects.

The mockup for this interface is available at the bottom of https://lab.civicrm.org/dev/report/-/wikis/Search-Builder-Overhaul

Tasks:

  • Selection of base table + joins
  • Drag-n-drop nested and/or where clauses supporting all fields and operators
  • Controls for grouping and sorting
  • Display and paging of search results
  • Configurable output columns with drag-n-droppable table headers
  • Selection of actions to act upon output rows (e.g. “Add Tags”)
  • Button to save query as APIv4-based smart group.
Edited Apr 24, 2020 by JoeMurray
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