Live, As-You-Type Search in FileMaker

FileMaker 10′s Script Triggers feature opens the door to create richer, more dynamic and more responsive user interfaces.  For example, it is now possible to create as-you-type search functionality similar to that found in iTunes and Mac OS X Spotlight where the list of results updates dynamically as the user types. This is a slick feature. I’ve added this functionality to a few of my client’s databases, and it has never failed to elicit a glowing response.

Place a global search field with a script trigger in the header of your list layout for live search-as-you-type functionality

Place a global search field with a script trigger in the header of your list layout for live search-as-you-type functionality

Step One: Create a Global Search Field

This step is the same as Step One in my article, Google-Like Searches In FileMaker. If you have already done this for that project, you can skip this step and use the same field. Otherwise, create a text field in any table. In the field options, set the new field to use global storage as shown in the figure below.

Place a global search field with a script trigger in the header of your list layout for live search-as-you-type functionality

Under the storage tab in the field options, select the "Use global storage (one value for all records)" check box.

Tip: To keep your data tables clean, I recommend having a separate table to hold global fields, such as this one, that are not directly associated with a particular table. Global fields can be accessed from any context whether or not a relationship exists between the tables.

Step Two: Create the Triggered Find Script

Create a script that will be triggered when the user enters text. The script will be similar to the one created in the Google-Like Searches In Filemaker – Non Contiguous article except that it will also capture the cursor position within the find field and return it there when complete, and it will not present an error dialog if the found set is empty. Here’s an overview:

  • Set variables to store the position of the cursor in the search field and the selection size.
  • Enter find mode (do not pause or specify find request).
  • Loop through each search term in the global field, create a find request and use the “Set Field” script step to set the find criteria in each field to search. (For more information on understanding this looping process, see Google-Like Searches In Filemaker – Non Contiguous.)
  • Perform Find in first loop iteration and Constrain Found Set in subsequent iterations.
  • Use the Set Selection script step to place the cursor back in the search field at the position stored at the beginning of the script.

The script will look something like this:

Set Variable [ $selectionStart ; Get ( ActiveSelectionStart ) ]
Set Variable [ $selectionSize ; Get ( ActiveSelectionSize ) ]
Commit Records/Requests [ No dialog ]
Set Variable [ $searchList ; Substitute ( g_SearchField ; " " ; ¶ ) ]
Set Variable [ $i ; 1 ]
Loop
Exit Loop If [ $i > ValueCount ( $searchList ) ]
Set Variable [ $thisTerm ; GetValue ( $searchList ; $i ) ]
Enter Find Mode [ ]
Set Field [ Contacts::First Name; $thisTerm ]
New Record/Request
Set Field [ Contacts::Last Name; $thisTerm ]
New Record/Request
Set Field [ Contacts::Street Address 1; $thisTerm ]
New Record/Request
Set Field [ Contacts::City 1; $thisTerm ]
New Record/Request
Set Field [ Contacts::State Province 1; $thisTerm ]
New Record/Request
Set Field [ Contacts::Postal Code 1; $thisTerm ]
Set Error Capture [ On ]
If [ $i = 1 ]
Perform Find [ ]
Else
Constrain Found Set [ ]
End If
Set Error Capture [ Off ]
Exit Loop If [ Get ( FoundCount ) = 0 ]
Set Variable [ $i ; $i + 1 ]
End Loop
Set Selection [ Globals::g_SearchField; Start Position: $selectionStart; End Position: $selectionSize ]
Tip: Maintaining performance and responsiveness is critical in this script since it will be run at each keystroke. To help with this, I recommend the following:

  • Add a Freeze Window script step to the beginning of this script and a Refresh Window script to the end. Doing so will help to improve performance and eliminate any possible screen flashes. This is a good general procedure to practice in any of your scripts that change modes, found sets or layouts.
  • Use only fields that can be indexed in the search. Avoid related fields or calculations that include them.

Step 3 – Set the Script Trigger

In layout mode, right click on the search field and click “Set Script Triggers …” A dialog will appear:

In the script trigger dialog, select the action (or event) that you want to trigger the script, and select the script to be triggered.

In the script trigger dialog, select the action (or event) that you want to trigger the script, and select the script to be triggered.

Select the OnObjectModify action which will run the specified script any time text is entered in or deleted from the field. Click Select and choose the script that you created in Step Two.

…And Your Done!

Now the user can simply begin typing in the field and their search results will be refined as they type without requiring that the user enter find mode, know which fields to search or even click a button.

If you have any questions or comments feel free to post a comment below or contact me directly.

26 Comments

  1. Kevin Smith
    Posted November 11, 2009 at 9:57 am | Permalink

    Hi Danny

    It worked like a charm. Good, simple explanation too. Thanks very much.

    Regards
    Kevin

  2. Mike Carpentier
    Posted November 19, 2009 at 2:18 am | Permalink

    Hi Danny,

    Works beautifully! Would it be possible to mimic this behavior with a portal? I know about your other articles and have tried them too (and they work too of course).
    But this solution has one big advantage: you can type multiple partial words, in any order, to find the relevant records. And I can’t get that working in a portal-type solution.

    Thanks & cheers –Mike

  3. Denis St-Arnaud
    Posted November 20, 2009 at 3:42 pm | Permalink

    For me, it didn’t… I don’t know why, but the Perform Find[] script step just doesn’t seem to do what it should ( and I don’t know why.

    And this doesn’t work if the records to be filtered are in a portal. And the similar google like search solutions in a portal, given in the related posts, gives unexpected results when searching for multiple words.

    Now I’m frustrated, as I have been trying all day to make this work!

    any advice would be appreciated. either post here or email me.

  4. Denis St-Arnaud
    Posted November 20, 2009 at 3:55 pm | Permalink

    Aaah, I, again, simply used the wrong script step (Perform Find/Replace)

    But I am still having trouble since I use a portal: I have to change layout, show all records, loop through all the records to reset a filter field, then do what the article shows, loop through all records in the found set to set the filter field and then come back to layout showing the portal… doing this every time something is typed in the global field takes time.

    There must be a simpler way to set such a filter field for all found records at once, no?

  5. Posted November 22, 2009 at 8:44 pm | Permalink

    Thanks for the comments and positive feedback.

    Mike and Denis, here’s a couple of thoughts on using this technique in portals:

    Of course, you could combine this technique with the one described in the article, “Google-like Search Through Relationship Filtering,” and the script would only need the first three steps and the final step from the example script in this article. But, as you mentioned Mike, the relationship filtering isn’t as flexible as a find script can be.

    One possibility is to use calculated fields in the relationship that splits the words into values on each end (i.e. Substitute ( g_SearchField ; ” ” ; ¶ )).

    Another more flexible possibility would be to have a single, global multi-key field that holds a list of primary keys of all of the search results. This would be similar to what you are doing, Denis, except that the script would simply clear that one global field instead of having to show all records to reset a filter field (which will take longer and longer as the database grows). Do the search, then loop through the found records and populate the global multi-key field. To avoid switching layouts which can disrupt the user experience, you could perform the search in a new window that is sized and/or located to be hidden from the user and close that window once the results are processed.

    I could probably write another full article on this, but I hope this relatively brief explanation makes sense. Any questions, feel free to post another comments.

    BTW: Denis, you are not alone. Using the Perform Find/Replace where you really need Perform Find script step is an extraordinarily common error.

  6. chris
    Posted February 17, 2010 at 11:13 am | Permalink

    Thanks for the tip. Used

    if ($selectionStart=1)
    show all records
    end if

    after Set Variable ($selectionStart……)

    to show all records on full delete of search terms?
    Seems neater to me.

  7. Posted February 18, 2010 at 9:51 pm | Permalink

    @chris – thanks for the idea. The only problem is that the user could end up at position 1 without clearing the contents of the field. If they simply deleted the first character in the search field, all the records would be shown.

    Alternatively, instead of “if($selectionStart=1)”, you could do “if(isempty(g_SearchField)))” to get the desired result. Move that block to the beginning of the script and possibly add an “Exit Script” after Show All Records since it won’t be necessary to continue the script (or put the rest of the script in an “else” block).

  8. Steve
    Posted February 25, 2010 at 1:18 pm | Permalink

    This is great but it does not seem to work with fields that contain numbers. I have to put an * in the field and it is still quirky. Had anyone else ran accross this? Is there an easy solution?

    Thanks,
    Steve (A FileMaker Newbie!)

  9. Ronald
    Posted March 7, 2010 at 1:04 pm | Permalink

    Hello,

    I’m new to filemaker. I tried the script above and got it to work, almost. Every time I type a letter in the search field, the script pauses. I even tried putting freeze window at the beginning. Any idea what I could do to fix this?

  10. Ronald
    Posted March 7, 2010 at 1:25 pm | Permalink

    found my mistake!

    I had Enter Find Mode [pause] instead of Enter Find Mode [ ]. I have another problem now though. As I enter the letters, the cursor stays at the front of the edit box, so the word gets entered in backwards. Any thoughts?

  11. Posted March 8, 2010 at 10:54 pm | Permalink

    @Ronald – Check the first and last steps of your script. It sounds like it is not properly capturing and returning the cursor position. The first step in my example above is grabbing the cursor position within the field. The script then leaves the field and in the last step returns to the global field and restores the cursor to its previous position.

  12. PeterGriffin
    Posted June 11, 2010 at 3:42 pm | Permalink

    Hi Danny!

    You script works like a charm! Thanks for the post!
    I tried to follow your explanation regarding the portal adaptation but I’m not sure what to do. How should I populate the global multi-key field?

    Thanks!

  13. s.c.
    Posted August 3, 2010 at 10:08 am | Permalink

    hi,
    I really like this script.
    I have only a problem.
    When I cancel all the letters from the search field, it show me only a few records, and not all.
    Can u help me please?

  14. Chuck
    Posted September 4, 2010 at 2:22 pm | Permalink

    Beautiful script, great idea to bypass FileMaker’s standard search method.

    How could this be incremental search technique be adapted for ‘heads-down’ data processing, where if you need to find a customer whose LastName is Jackson, if you enter “Jack”, and you don’t want to get records that include everyone whose FirstName is Jack ? Obviously need multiple search fields matched to desired data fields to be searched.

    And could a timer be invoked at a typing pause to “guess” when to perform the search (at least for for fast typists), rather than automatically searching each keystroke ?

  15. Posted September 6, 2010 at 4:58 pm | Permalink

    @PeterGriffin – Use the Set Field script step. Before entering the loop, clear the contents of the field:
    Set Field [Table1::MultiKeyField ; "" ]
    Then within the loop set the field to the the primary key of the current record concatenated with a carriage return and the contents of the multi-key field:
    Set Field [Table1::MultiKeyField ; Table2::_pk_theID & ¶ & Table1::MultiKeyField]

  16. Greg Hains
    Posted September 16, 2010 at 3:10 am | Permalink

    Hi there Danny,

    Thank you very much for this live search script – I have been looking for something like this for quite a while. I’m just hoping I can contribute back to the FmPro world soon enough…

    I do have one question though.
    I need to have criteria set for another field in there. I do want it to search all the defined fields but one field to be set.
    I have tried inserting text into the necessary field in the line before the Perform Find but it doesnt help.
    I also tried using the same method at the top with:
    Set Field [ Jobs::Status; "Open"]
    New Record/Request
    but that didnt work either.

    Can you suggest please what I can do?

    Cheers,
    Greg

  17. Posted October 20, 2010 at 8:18 pm | Permalink

    @Greg Hains – To set a criteria for another field, you will need to include the Set Field for that field in every search request. So in the above script, you would put your Set Field [ Jobs::Status ; "Open" ] step after each of the existing Set Field steps. Logically, each New Record/Request step is adding another OR search to the query, so every time you add another New Record/Request step, you will need another Set Field.
    I hope that helps and expect to see your contribution to the FM Pro community soon ;)

  18. Posted October 20, 2010 at 8:25 pm | Permalink

    @Chuck – You could have a couple of global search fields, then in the search script, you would add a Set Field step to each search request. In the above script, you would put Set Field [ Contact::LastName ; g_SearchLastName ] after each of the existing Set Field steps (similar to what I suggested to Greg in the comment above).
    As for the timer, it can be done using the Install OnTimer Script Step. See my recent post, Dynamic Portal Filtering While You Type, for a description on how to do this. The method explained in that article will work just as well with this method.

  19. Posted October 20, 2010 at 8:30 pm | Permalink

    @s.c. – Make sure you include the Commit Record/Request step at the beginning. Also check the Set Variable [ $i ; 1 ] step. Make sure you are setting it to 1. I have seen similar behavior to what you describe when the 1 was missing from that step. Otherwise, if you can send me a copy of the script text, that would be helpful in troubleshooting. You can open the script and print, then save as PDF if you are on a Mac.

  20. Mike Wells
    Posted March 15, 2011 at 2:28 pm | Permalink

    OK, so I’m a little lost here. I’m a newb at this trying to set up a database, and I can follow most of the steps here, and I know where to substitute my fields for the ones you posted, such as in the ‘Set Field [ Contacts::City 1; $thisTerm ]‘ line, I just don’t know what I am doing wrong. At the beginning, where you have the line Set Variable [ $searchList ; Substitute ( g_SearchField ; " " ; ¶ ) ] ‘g_searchfield’ produced an error, which I thought meant that had had to name it the same as the field I had created for this, but that doesn’t work either. Not sure what I’m doing wrong here.

  21. Mike Wells
    Posted March 22, 2011 at 4:49 pm | Permalink

    I’ve fixed my previous issue. Everything is set, except I seem to have the same issue that Ronald originally had, it just goes into a loop as soon as I enter a single character. I have to kill the FM task and reopen to continue.

    I was able to follow these instructions except for one thing: In the ‘Set Variable’ strings, I have it the same, except it alwauys says ‘Value’, as in ‘Set Variable[ $selectionStart ; Value:Get (ActiveSelectionStart )] . This seems to be the only thing different(Except pointing to my own fields, of course), so I’m not sure where I have messed up.

    Any help would be greatly appreciated.

    PS, Unlike Ronald, I don’t have the Enter Find Mode set to ‘pause’, so that’s not it.

  22. Posted April 6, 2011 at 7:17 pm | Permalink

    @Mike Wells – It is difficult to troubleshoot your specific problem without seeing your database. However, I will venture to guess that the problem is with one of the “Exit Loop If” steps or the Set Variable [$i ; $i + 1] step. Feel free to email me a screenshot of your script if you continue to have trouble.

  23. bob
    Posted June 11, 2011 at 6:26 am | Permalink

    NICE … works like a charm. Thanks for sharing

  24. Soren
    Posted November 30, 2011 at 6:12 am | Permalink

    Hi,
    It works great except for one thing. Right after pressing a key it returns the dialogue box “Before typing, press Tab or click in a field, or choose the New Record menu command”.

    Btw: Inserting a Show All Records in the very beginning of the script makes sure that it doesn’t only iterate new searches, but searched through all records every time.

    /S

  25. Soren
    Posted November 30, 2011 at 6:57 am | Permalink

    OK I found the mistake of course. Very stupid. The script referred to a Container field…

    Now it’s working great!

  26. Posted December 1, 2011 at 2:41 pm | Permalink

    I just created this script in our database–and it’s EXTREMELY cool! Thanks you for posting this!

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