I want to create a “Similar Records” feature. This would allow users to identify orders with a similar Name field of Property Address fields that is not character for character exactly entered the same.
I know I can add a keyword search, but this requires the user to enter the search value manually. As one idea, is it possible to run some JS that submits the keyword search automatically when the page loads?
Open to any other ideas!
@RyanL, ironically I can see the last time you posted about this in 2023 in the Related topics section below this post. 
I assume you want this grid of similar records shown at the bottom of a ‘View Order’ or ‘Edit Order’ page?
This could be possible by utilising the Fuse.js library to do a fuzzy search on records.
When the page loads, you do an API call to fetch ALL Order records, grab the keywords you want to fuzzy search for (e.g. name, address), and return the results in a custom built table.
Here’s a preview of how the fuzzy search works with a search input to assess 100s of records instantly:
Feel free to DM me if you’d like help in building this.
Yes, at the bottom of an Edit Order page. If the fuzy search can run and load results on the page load so the user does not have to manually search, this would be ideal. The demo you provided generates the appropriate results. Will DM you, thanks!
