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Managing Search Layouts

For each record type you can specify the fields, both standard and custom fields, which users can use when searching for records. Also, you can specify the fields that are displayed in the search results page. You specify the search fields in a search layout, and you can assign a search layout for each record type to user roles as required, see Adding Roles.

You can copy an existing search layout and then modify it to your requirements, or you can edit existing search layouts. The default search layout is read-only. You can copy it, but you cannot delete or edit it.

Before you begin:

To perform this procedure, your role must include the Customize Application privilege.

To create or modify a search layout

  1. In the upper-right corner of any page, click the Admin global link.
  2. Click the Application Customization link.
  3. In the record type Application Customization page, click the record type Search Layout link.
  4. In the Search Layout list, do one of the following:
    • Click Edit or Copy to modify an existing layout.
    • Click the New Layout button to create a new layout.
    • Remove an existing layout not currently assigned to a role.

      The Search Layout Wizard guides you through the process.

  5. In Step 1 Define Layout Name, enter a name for the layout, and a description if required.
  6. In Step 2 Specify Targeted Search Fields, you can:
    • Move fields from the Available Fields list to the Selected Fields list.

      The Available Fields include all the indexed and non-indexed fields, in alphabetical order. Indexed fields are displayed in green. The indexed fields that are also case insensitive are displayed in blue.

      NOTE: For optimal performance, you should use indexed fields when defining your targeted search fields.

      The Selected Fields include the fields that will be available for targeted search in the Search section of the Action bar, and as the pre-populated default fields in the Advanced Search criteria form. These fields also appear as pre-populated default fields in the Search criteria when creating new Lists. For more information about searching for records, see Finding Records.

      If you are copying a layout, the default fields for the record type are displayed in the Selected Fields list, see Default Search Columns.

    • Rearrange the fields.
  7. In Step 3 Define Search Results Layout you can:
    • Move fields from the Available Fields list to the Selected Fields list.
    • Rearrange the fields.
  8. Click Finish.


Published May 2008