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Enable Provider Search Access
Make provider search available to caseworkers from the Benefit Assignment Related List, or add provider search to a Lightning page.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To edit custom settings: | Customize Application |
| To edit profiles: | Manage Profiles and Permission Sets |
| To add Criteria-Based Search and Filter to a page in Lightning App Builder: | Customize Application AND Criteria-Based Search and Filter |
Configure the Search Experience Available from the Benefit Assignment Related List
The default provider search configuration custom setting determines the search experience that’s available when a user clicks Search Providers on the Benefit Assignment related list. Update the custom setting to use a search criteria configuration that defines the search experience for users.
- From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
- For Default Provider Search Configuration , click Manage.
- To specify the custom setting data for the first time, click New. To edit existing data, click Edit.
-
For Search Configuration, enter the API name of the search criteria configuration that you
want to use as the default configuration.
To use Benefit Provider Search as the default search criteria configuration, enter Benefit_Provider_Search. For Provider Search with Create Referral Action, enter Provider_Search_with_Create_Referral_Action.
- Save your changes.
Enable the Search Providers Action for Caseworkers
To make the Search Providers action on the Benefit Assignment related list available to caseworkers, grant them access to the default provider search configuration custom setting through their user profile.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Click the name of the profile that you want to edit.
- Click Custom Settings Definitions, and then click Edit.
- Add Default Provider Search Configuration to the Enabled Custom Setting Definitions list.
- Save your changes.
Add Provider Search to a Lightning Page
Give caseworkers access to provider search by adding the Criteria-Based Search and Filter component to a Lightning page and specifying that it shows the provider search configuration. Here's how to add it to the home page of the Public Sector (formerly Public Sector Solutions): Benefit Management app.
-
On the home page of the Public Sector: Benefit Management app, click
, and then select Edit
Page.
- From the list of standard components, drag Criteria-Based Search and Filter onto the page canvas.
- In the Properties pane, for Search Configurations, click Select....
- Add the desired provider search configuration to the Selected list. For example, add Benefit Provider Search.
- Click OK, and then save your changes and activate the page.
