Search Settings
In Schema Manager, you can modify search settings for both objects and fields. When this feature is enabled, you can perform searches. The records returned in search results depend on whether an object is related to the record and whether the field is searchable. If you search for a term and no results appear, you do not have access to the related field. Your admin must enable field access for you to see more results.
For example, if a document object and its fields are enabled in search settings, then you can perform a full-text document search. When a new document is uploaded or an existing document is replaced, its contents are available as search terms to retrieve the document. This setting applies only to searches for the document object.
Limitation: Search Setting Eligibility
Search is automatically enabled for a predefined set of out-of-the-box (OOTB) objects objects. In addition to these default objects, you can enable search for up to 20 custom objects to support your specific use cases. If you try to enable search for objects that are not eligible, the system displays a warning and blocks the action. Contact your support representative if you need search enabled for additional custom objects.
Configuring Search Settings
- Click the App Launcher (
) icon from the top-left corner, then go to .
- Go to the Search Settings tab.
Options
Descriptions
Search
Select the checkbox next to the field's record to include the field in an extended search. Selecting this option enables additional field search options.
Typeahead
Select this checkbox to allow a type-ahead search for the field. If this setting is enabled, a list of recently viewed records that match your search keywords is displayed in the sidebar search.
Priority
Select this checkbox to set the search priority of the chosen field. The application prioritizes records where search terms appear closer together with few or no intervening words. Records with similar word sequences are given higher priority. Similarly, if only one alphanumeric string is indexed, then exact matches are given priority over matches with words between them.
Set Priority
Enter the priority the system should consider when searching for multiple fields. Click the Edit (
) icon and enter the priority.
Modifying Search Settings
You can easily update search options from the existing search settings by checking or unchecking the corresponding options.
Deleting Search Settings
- Navigate to the Object Details page.
- Go to the Search Settings tab.
- Click Delete.
- From the confirmation dialog, click Confirm.