Create a Search Criteria Configuration for Vehicle Definition Search

Create a search criteria configuration to design the vehicle definition search experience for your users. You can define which fields users use as filter criteria and which fields they see for the search results. You can also select which fields the users can use to sort and aggregate the results. Finally, you can select which actions the user can take on the search records and define the location parameters.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To create a search criteria configuration:	View Setup and Configuration

Enable the Criteria-Based Search and Filter feature in your org.

Create a search configuration based on the Vehicle Definition Searchable Field object.

1. From Setup, enter Criteria in the Quick Find box, then select Criteria-Based Search and Filter.
2. On the Search Configuration tab, click New.
3. Select Default as the configuration type.
4. Click Next.
5. To provide the basic details, follow these steps:
   1. Enter a name for the configuration.
      The API Name field is automatically populated.
   2. For Searchable Object, search for and select Vehicle Definition Searchable Field.
   3. For Searchable Object Configuration, search for and select an active configuration record for Vehicle Definition Searchable Field.
      You can update this field later.
   4. Enter a description for the configuration.
   5. Click Next.
6. To select the search and filter criteria, follow these steps:
   1. Move fields from the Available Fields list to the Selected Fields list.
      We recommend that you select fields that describe a vehicle definition’s attributes and other widely known details so that the user can easily refine their search.
   2. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
   3. Click Next.
7. To select the search result display format, select List or Card.
8. Click Next.
9. To select the search result columns for a list-based view, follow these steps:
   1. Move fields from the Available Fields list to the Selected Fields list.
      We recommend that you select fields that represent critical information about a vehicle definition.
   2. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
   3. Click Next.
10. To define the distance criteria, follow these steps:
    1. For Unit of Measure, select Kilometers, or Miles.
    2. For Value, enter the higher limit for a distance range so that vehicles within the range are filtered as search results.
    3. Click Add.
    4. Add up to 6 values for distance range so that the scope of the search can be incrementally extended.
    5. For Relative Location, select a location-type of field based on which the distance is calculated for a vehicle.
       By default, you can select either Vehicle Current Location or Inventory Location Coordinates as the relative location.
    6. Click Next.
    7. If you don’t want the search to consider distance parameters, click Skip this step.
11. To select the group and aggregation criteria for search results, follow these steps:
    1. For Result Display Mode, select Grouping and Aggregation or Multiple Fields.
    2. Move fields from the Available Fields list to the Selected Fields list.
       We recommend that you select fields that can have a wide range of values in case the user wants to segment the results based on these values.
    3. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
    4. Click Next.
    5. If you don’t want the search to group and aggregate your search results, click Skip this step.
12. To select the sorting criteria for search results, follow these steps:
    1. Move up to 8 fields from the Available Fields list to the Selected Fields list.
       We recommend that you select search result fields that can have values that the user wants to sort alphabetically or by date.
    2. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
    3. Click Done.
13. To select the actions for the search results, follow these steps:
    1. Move up to 10 search actions from the Available Fields list to the Selected Fields list.
    2. Use the up and down arrows to arrange the order in which the selected actions are displayed to the user.
    3. Click Done.
14. To activate, edit, or delete the record, follow these steps:
    1. Click a search configuration record name from the list on the Search Configuration tab on the Criteria-Based Search and Filter page.
    2. To start using the configuration, click Activate.
    3. To modify the configuration, click Edit.
    4. To discard the record, click Delete.

Note To use this feature for rehashing a vehicle loan or lease, see Configure Criteria-Based Search and Filter for Vehicle and Asset Lending.