CREATE CUSTOM SEARCH FORMS


GovClarity® Help > Documentation > Create Custom Search Forms
GovClarity includes a robust selection of Search forms, and enables you to create your own custom search forms to find properties that meet your specific needs.

Creating Custom Search forms


There are three basic steps to create custom search forms:
  • Select the Create New Filter option from the layer that you'd like to tie your custom search form to.

  • Add Search Criteria to your form.
Add one or more Groups to your form to group together a similar search criteria.

Adding Search Criteria and Groups to Custom Search Forms


  1. Click the layer Options icon Options Icon to create a search form for that layer.

  2. Click Create New Filter on the Options menu. The New Filter box appears.

  3. In the New Filter box:

    • Type: Leave the type at the default of "Standard".

    • Name: Enter a Name for your new form.

  4. Click OK. The Filter Editor displays with the name of your new form at the top.

  5. Click the Folder Drop-down List Folder Drop-down list and select the location in which to save your new search form.

  6. Add Search Criteria and Groups to your new custom search form from the Filter Editor. (See below for instructions.)

Here's how to add Search Criteria to your custom search form:
  1. Click the Add Search Criteria button Add Search Criteria Icon at the bottom of the Filter Editor. The Add Search Criteria box appears.

  2. Use the default option, By Field, to add your search criteria:

    • By Field: From the drop-down list, select the field which you'd like to tie your custom search form to.

    • Available Search Criteria: From the drop-down list, click on the selection method for your search criteria, for example checkbox or slider. Depending on your selected field, some widgets may not be available. They are grayed out.
Create New Filter

New Filter Box

Add Search Criteria
  1. Click the Add button to add the Search Criteria to the Filter Editor. The Search Criteria is listed in a box with a header.

  2. Enter the appropriate value(s) for your Search Criteria. The examples to the right show a range of values for Additions Square Feet, and how the values are displayed in a Range-Slider Widget.

  3. Note: In the Filter Editor you can:

    • Click on a Search Criteria box, and drag it up or down to a new location in the list of criteria.

    • Remove Search Criteria from the Filter Editor by clicking the Remove link at the bottom right of the Search Criteria box.

Add Search Criteria

Filter Editor

  1. Repeat the steps above to add more search criteria.

  2. After adding all your desired Search Criteria, perform one of the following steps:

    • Add Groups to your search form (See below for instructions). OR,

    • Click OK at the bottom of the Filter Editor to create your custom search form. Your Search Criteria appears on the Filter Bar, and your custom search filter is added to the list of search filters. Click the Search icon on the Main Toolbar to view your custom search filter in the Search Filter window.
Here's how to add Groups to your custom search form:

  1. Click the Add Group button Add Group at the bottom of the Filter Editor. The Group Editor appears.

  2. Select the Group Type in the Group Editor. There are two Group Types:

    • Select-one: This type allows you to make only one selection in the Search Filter interface. In the example to the right for Owner Occupied, you can select only one criteria - No, Unknown, or Yes.

      • Group Logic is grayed out because it does not apply to this type of Group.

    • Select Many: This type allows you to make more than one selection in the Search Filter interface, as in the example to the right for Assessed Value.

        • Select the Group Logic, AND or OR. As an example of choosing the correct Group Logic, consider the Search Criteria, Multifamily and Single Family. Searching on Multifamily AND Single Family will not return the desired results as the criteria are mutually exclusive. In this case, search on Multifamily OR Single Family to return the desired results as it returns values for both criteria.

Group Select One



Group Select Many
  1. Click the Add Search Criteria button Add Search Criteria Icon to add criteria to your Group. The Add Search Criteria box appears. See the section above for instructions to add Search Criteria.

  2. After you have added all your desired criteria to your Group, click OK at the bottom of the Group Editor. Your Group appears in the Filter Editor. By default, your Group name is Criteria.

  3. To rename your Group:

    • Click the Group name in the header of the Group.

    • Delete the current name and enter a new name.

    • Click outside the header to set your new Group name.

  4. Click OK at the bottom of the Filter Editor to create your custom search form. Your Groups appear on the Filter Bar, and your custom search form is added to the list of search forms. Click the Search icon on the Main Toolbar to view your custom search form in the Search Filter window.
Rename Group

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Editing or Deleting Custom Search Forms


Click the Search Form options icon to the left of the Filter bar to clear, change, remove, edit or delete your custom search form. Options Menu

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