Let clients search for monday.com board items in the portal

This guide explains how to enable item searching in Client Portal Builder for monday.com, so clients can filter for specific items within a Board Table or Board Grid section.

Overview

What item search does

Item search allows clients to search for item names or within certain supported columns in their portal, in context of a table or grid section. Clients can quickly find items within the set of items you share with them, making this feature ideal for:

  • Table and Grid sections with many items
  • ID based items, e.g. Ticket ID or Order Number

Did you know?

The search feature is context related per board section, that means this is not a global search across portal pages or multiple board sections on one page.

Setup

Enable item search

To allow clients to search for items:

  1. Open the Builder tab within your Client Portal Builder board view.
  2. Navigate to the board section you want to make searchable.
  3. Toggle Item search to enabled below your column settings.
  4. All visible and supported columns are now searchable.
  5. Publish your portal and let clients search for items.

Tip: If the native item terminology on your monday.com board doesn't perfectly align with what you want to face your clients with, you can easily overwrite it with a custom column name. For example, if your item terminology is Properties, but the item names reflect physical addresses, you can change it to e.g. Address for better readability in the portal.

Did you know?

You enable item search per board section, giving you control over which boards in your portal are searchable. Invisible columns are excluded from search, the other supported ones are selectable and searchable.

Limitations

Supported columns today

As of today, the following column types are supported with item search in board sections:

  • Item name
  • People
  • Dropdown
  • Text
  • Long text
  • Link
  • Email
  • Phone
  • Country

Other column types and board sections may be supported in future updates. Let us know when you are keen to see a specific column type being searchable, and we will evaluate it.