Managing Search Layouts
For most record types 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 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.
CAUTION: When you create or edit a search layout for the User record type, do not add both the Reports To field and the Reports To (Alias) field to the same search layout. If both of these fields were made available on a search layout, then searches using that search layout would fail. For more information about the Reports To and the Reports To (Alias) fields, see About the Reports To and Reports To (Alias) Fields on User Records.
Before you begin. To perform this procedure, your role must include the customize application privilege.
The following procedure describes how to create or modify a search layout.
To create or modify a search layout
- In the upper-right corner of any page, click the Admin global link.
- In the Application Customization section, click the Application Customization link.
- In the Record Type Setup section, click the record type for which you want to create or modify a search layout.
- In the record type Application Customization page, click the record type Search Layout link.
- In the Search Layout list, do one of the following:
- In Step 1 Define Layout Name, enter or modify the name or description for the layout.
- Click Next.
In Step 2 Specify Targeted Search Fields, there are two lists:
- In Step 2, move the fields to the Available Fields list, and arrange them, if necessary.
CAUTION: It is recommended to add columns to the list sparingly because the number of columns in the lists can directly affect performance. The performance varies dramatically by Record Type and by the column type. Each additional field can increase the list loading time.
- Click Next.
In Step 3, Define Search Results Layout, there are two additional lists:
- Lookup Window and Search Results Fields. Specify the fields that you want to display only on the Search Results page. They will be available for targeted search in the Search section of the Action bar. They will also be available as prepopulated default fields in the Advanced Search criteria form. They also appear as prepopulated default fields in the search criteria when creating new Lists.
The Lookup window and the Search Layout list have a limit of 9 fields. The total number of fields allowed with the fields listed in the Additional Search Results Fields list is 20, which means the Search Results page cannot display more than 20 columns. 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. If you want to keep the original configuration of the Lookup window, select the check box, Configure Lookup window with the default field.
- Additional Search Results Fields. These are extra fields that you can choose to display in the Search Results Page. You can arrange these fields, as required. The total number of fields allowed with the fields listed in the Lookup window and the Search Layout list is 20, which means the Search Results page cannot display more than 20 columns.
- In Step 3, Define Search Results Layout, move fields from the Lookup Window and Search Results Fields list to the Selected Fields list, and rearrange them, as necessary.
- Click Finish.
Related Topics
See the following topics for related information:
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