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
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To add remote search to an Embed Flow, at least two steps are needed:
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 , 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 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 }}.
