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Use Custom Fields to Run Provider Searches
In addition to the standard fields in the Provider data model, you can also run searches for providers using custom fields. To use your custom fields with Provider Search, map them to custom fields in the Care Provider Searchable Field object. You can also create custom fields to set up dependent picklists to help users search more easily.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
| User Permissions Needed | |
|---|---|
| To use Data Processing Engine: | Data Pipelines Base User permission set |
| To enable Data Pipelines: | Customize Application user permission |
Consider the following when creating custom fields:
- Provider Search uses Data Pipeline definitions with Data Processing Engine to generate the searchable records.
- Enabling Data Pipelines automatically creates the Analytics Cloud Integration User profile and grants visibility to any standard or custom fields in the org.
- The Analytics Cloud Integration User profile requires Read access on all objects, fields, and custom fields used in Provider search. If you create custom fields after enabling Data Pipelines, be sure to update field visibility for the Analytics Cloud Integration User.
- The custom fields must be in either the Healthcare Provider or Healthcare Practitioner Facilty objects.
- The custom fields must be of type Text, Picklist, or Picklist (Multi-Select).
- You can use up to 40 active custom field mappings in provider searches.
If you’re creating custom fields to use with dependent picklists for searches, your fields must use the same object. For example, you can create a custom field on one of the source objects used with provider search, then set up a field dependency to an existing field on the same source object. To store the data from your custom field, create a field on Care Provider Searchable Field and map the new fields. Then when you set up your Provider Search component, you can include the new field you created on the Care Provider Searchable Field object that uses the dependency.
To create a custom field for use in provider search:
- From Object Manager, find and select Care Provider Searchable Field.
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Create a text field to map to the custom field that you want to use in your searches.
Make a note of the API name you set for this new field.
- Grant visibility access to the Analytics Cloud Integration User when you create the new field.
- In Setup, use the Quick Find box to find Care Provider Search Config.
- Click New Care Provider Search Config.
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Enter these values.
Field Value Label A label for the mapping configuration. Name The API name of the mapping configuration. Mapped Object The object that has your custom field. 
Note You can use custom fields from only the Healthcare Provider and Healthcare Practitioner Facilty objects.Source Field Enter the API name of the custom field you want to use. Target Field Enter the API name of the custom text field that you created in Care Provider Searchable Field. Note For Text Area (Long) there’s a limitation of 4,000 characters and anything exceeding that is truncated after the provider search sync job is finished. -
Select IsActive.
You can create up to 130 mappings, and have up to 40 active mappings at a time.
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Save your configuration.
When you add the Provider Search component toa page, you can add custom fields to the search fields under Advanced Search Fields.
- Verify that the Analytics Cloud Integration user and system administrator have Read access to custom fields used in provider search.
