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            Customize the Provider Search Experience

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            Customize the Provider Search Experience

            To customize the provider search experience for caseworkers, edit the provider search configuration included in Public Sector (formerly Public Sector Solutions) or define your own configuration based on it.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To customize the Provider Search experience:

            View Setup and Configuration

            AND

            Criteria-Based Search and Filter

            AND

            Program and Benefit Management Access

            AND

            Provider Management Access

            Map Search Criteria Fields to Picklists on Source Objects

            Map text fields on the Benefit Provider Searchable Field object to picklist fields on Provider Management objects so that users can select a picklist value for their search criteria.

            To map custom picklists, first create the corresponding text-type fields on the Benefit Provider Searchable Field object.

            Benefit Provider Searchable Object and Provider Search Searchable Object Configuration have predefined mappings for these fields: Benefit Type Name, License Status, Operating Days List, Provider Education Level, Provider Type and Specialty Name. For other fields, here’s how to create the mappings:

            1. From Setup, in the Quick Find box, enter Criteria, and then select Criteria-Based Search and Filter.
            2. On the Searchable Object Configuration tab, click the name of the searchable object configuration for which you want to create the mappings.
              • Benefit Provider Searchable Object
              • Provider Search Searchable Object Configuration
              • Your custom configuration
            3. In the Criteria File Mappings section, click pencil icon, and then select one or more source objects.
            4. For each row with a field that doesn’t require a picklist, in the Source Object column, select Do not map.
            5. For each row with a field that does require a picklist, select a source object and field to use for the mapping.
            6. Repeat for every search criteria field that you want to map to a picklist.
            7. Save your changes.

            Configure Actions for Search Results

            Create actions for provider search results that call a flow, Omniscript, or Lightning web component.

            Create a flow or a Lightning web component to use as a search result action.

            If you create a flow, make sure that it has a variable called selectedSearchResultRecordIds to collect the IDs passed by search. The variable must have these characteristics:

            • Its data type must be text.
            • It must be a collection variable: select Allow multiple values in the variable properties.
            • It must be available outside the flow for input: select Available for input in the variable properties.

            To pass the record IDs of selected search result to an Omniscript, provider search uses the URL parameter c__selectedSearchResultRecordIds.

            Here’s how to add your workflow automation to a Provider Search result.

            1. From Setup, in the Quick Find box, enter Criteria, and then select Criteria-Based Search and Filter.
            2. On the Action Configuration tab, click New.
            3. Enter a name for the action. The name shows on a button on the search results page.
            4. Select the type of action that you’re configuring: FlowDefinition, Omniscript, or LightningWebComponent.
            5. Select the reference instance that corresponds to your action type.
            6. Save your changes.

            Add the action to the search criteria configuration to make it available to caseworkers.

            Configure the Provider Search Criteria

            Specify the fields to use as provider search criteria, the fields that show in search results, the fields that can be used to group and sort search results, and the actions that show on search results.

            Note
            Note You can only edit inactive criteria-based search configurations.
            1. From Setup, in the Quick Find box, enter Criteria, and then select Criteria-Based Search and Filter.
            2. Create a search criteria configuration or customize a predefined configuration.
              • To create a search criteria configuration, on the Search Configuration tab, click New.
              • To customize the Benefit Provider Search or Provider Search with Create Referral Action configuration, on the Search Configuration tab, click the configuration name, and then click Edit.
            3. In the basic details:
              1. For a new search criteria configuration, enter a name. The API name is autopopulated.
                You can rename a predefined configuration but you can’t change its API name.
              2. For a new search criteria configuration, for Searchable Object, search for and select Benefit Provider Searchable Field.
              3. If you created a custom searchable object configuration, for the Searchable Object Configuration, search for and select the custom configuration.
              4. Click Next.
            4. For search and filter criteria, include up to 20 fields in the Selected Fields list, arrange them in the order that you want them to show, and then click Next.
            5. For Search Result Display Format, select Card or List.
            6. For search results columns, include up to 20 fields in the Selected Fields list, arrange them in the order that you want them to show, and then click Next.
            7. If you don’t want to apply distance parameters to search, click Skip this step. Otherwise, define the distance criteria.
              1. For Unit of Measure, select Kilometers or Miles.
              2. For Value, enter a search radius. Provider facilities within this radius show in the search results.
              3. Click Add.
                Add up to six values.
              4. For Relative Location, select a location field on the Benefit Provider Searchable Field object that you want to use to calculate the distance to a provider facility.
              5. Click Next.
            8. For search results group and aggregation criteria, include up to 20 fields in the Selected Fields list, arrange them in the order that you want them to show, and then click Next.
            9. For the search results sorting criteria, include up to 20 fields in the Selected Fields list, arrange them in the order that you want them to show, and then click Next.
              We recommend that you select fields whose values can be sorted alphabetically or by date.
            10. For search result actions, include up to 10 actions in the Selected Fields list, arrange them in the order that you want them to show, and then click Done.
            11. Activate the configuration.
             
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