Creating and Editing Searches

Get To Know Settings #

Click Gear  icon to open user settings

1. Search Dropdown

Change search being edited or open the library

2. Search Fields

Text input from user is searched across these fields. Can be the same or parent object

3. Display Fields

Display fields are shown in the search results

4. Additional Settings

• New
• Clone
• Rename
• Sharing Settings
• Delete
• Paste (Only shown after clicking “Copy”) see Pasting Search Object

5. Show/Hide fields toggle

Hides search and display fields

Other Buttons

Edit: Open window to edit search and choose search fields, display fields, and additional filter criteria

Copy: Can copy search object and paste to another Search

Delete: Delete search object

Create a new search object #

Click Gear  icon to open settings

1. Click  dropdown
2. Click New

Search Configuration Label: Enter a label that the user will see in the search results to specify the type of record returned

Search Configuration Name: Enter a unique name with no spaces. Will prefill based on the label.

Click Save

Clone Search Object #

Click Gear  icon to open settings

1. Click  dropdown
2. Click Clone

Rename Search Object #

Click Gear  icon to open settings

1. Click  dropdown
2. Click Rename

Delete Search Object #

Pasting Search Object #

Used to copy from one configuration to another. See Key Terms.

Click copy button next to an object.

Select desired from dropdown.