Trello Federated Search Connector

This article outlines what the Trello Federated Search Connector is and includes steps on how to install and authorize the Search Connector.

What is it?

The Trello Search Connector enables you to search for content from Trello through Happeo.

The features of the Search Connector include:

• Trello results show in your Search Suggestions
• Adds a new search tab for Trello results
• Clicking on a Search Result will open your Trello desktop app if installed (or browser if not installed)

Scope of permissions

With access to your Trello account, Happeo’s Trello Search Connector can:

• Read your name and username
• Read your Enterprises
• Read all of your boards and Workspaces
• Read Power-Ups you own

However, the Search Connector cannot:

• Make comments as you
• Read your email address
• See your Trello password
• Update and manage your Enterprises
• Create and update cards, lists, boards, and Workspaces
• Update Power-Ups you own

How to install

To install the Trello Federated Search Connector, you can:

1. Navigate to the Admin Settings by clicking your Happeo avatar and selecting Admin Settings
2. Click Apps
3. Select (or search for) the Trello Search Connector
4. Click Add to Happeo
5. Once you’ve clicked Add to Happeo, you will receive a notification stating that you’ve installed the Search Connector successfully. To finalize this process, you will need to enable the Search App in the Search Settings. You can click Take me there within the notification to complete this process
   1. If you don’t receive a notification, you can also select the Search tab within the Admin Settings
6. Within the Search tab, find the Trello Search Connector and toggle the options you wish to have enabled. You can choose between / both:
   1. Show in search (full search overview)
   2. Show in search predictions (search bar autocomplete)

How to install

Uninstalling the Trello Search Connector is simple! 

As an Admin, you can:

1. Navigate to the Admin Settings (by clicking your avatar)
2. Go to Apps
3. Click the Trello Search Connector
4. Select Uninstall
5. Click Yes, uninstall

How to authenticate

Once the Trello Search Connector has been successfully installed, regular users must authenticate the app. 

As a regular user, to authenticate the app, you can:

1. Type in what you are looking for in Happeo’s Search Bar and hit Enter
2. On the left side of the page, you will see a list of apps enabled by your platform admin. Click Trello
3. A message will appear indicating that you have not authorized the app. Click Authorize and follow the instructions
4. Once you have logged in and authorized the app, you can go to Happeo and refresh the page. You should now be able to view Search Results in both the Search Predictions and the Search Overview for Trello (depending on what the platform Admin has enabled in terms of the Search App Settings)

Now, you can search for any query in Happeo’s search menu, showing the results from all the available and authorized applications. By clicking the Trello icon when searching for something in the Search Bar, the auto-suggestions from this app will be displayed.

Filtering options

• Search type
  • Cards
  • Boards
  • Actions
  • Members
  • Organizations
• Partial match
  • Enable
  • Disable