Set Up Search Actions in Criteria-Based Search and Filter
Define the actions that users can take on search results. Create actions and set up
prebuilt actions for your search configurations. Users can select multiple search results and
apply an action from the Criteria-Based Search and Filter component.
Required Editions
Available in: Lightning Experience
Available in: Automotive Cloud, Health Cloud, Manufacturing Cloud, Nonprofit
Cloud, Nonprofit Cloud for Grantmaking, and Public Sector Solutions. View edition
availability. View edition availability.
Create a Search Action Configure flows, Lightning web components, or Omniscripts as actions.
Set Up the Copy Records and Create Report Search Actions Give users the ability to save and share search result details. Internal users and Experience Cloud users can copy data directly from search results. Internal users can also create a report directly from search results.
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