1.5 Setting up Remote search
Steps to set up Remote Search for End user
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Steps to set up Remote Search for End user
Last updated
To add remote search to an Embed Flow, at least two steps are needed:
Form Helper step, where the form that the end user sees can be configured (needs to be placed before the Connector step)
Regular Connector step, which supports Remote Search
The setup is almost the same as explained in detail here, but an additional parameter remoteSearch is required.
The value for this parameter needs to be a reference to the Remote Search enabled field in the Flow, so if the Flow looks like this:
It would e.g. be "remoteSearch": "get_account.account_id".
The field reference can be seen when toggling Advanced view on and looking at the tooltip for the corresponding field.
The Connector setup is as usual for an Embed Flow, however, in most cases the Remote Search enabled field will be filled with a reference to the Form Helper step.
E.g. in the example above: {{ user_input.freshsales_company }}.
