Loading
Criteria-Based Search and Filter
Set Up the Copy Records and Create Report Search Actions

You are here:

  1. Salesforce Help
  2. Docs
  3. Criteria-Based Search and Filter

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.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Consumer Goods, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, Nonprofit Cloud for Grantmaking, and Public Sector Solutions. View edition availability. View edition availability.
User Permissions Needed
To create a search action:

Use Criteria-Based Search and Filter system permission

AND

View Setup and Configuration
To open, edit, or create a flow in Flow Builder: Manage Flow

Set Up the Copy Records Search Action

Create a search action that uses the Copy Records Lightning web component.

  1. From Setup, in the Quick Find box, enter Criteria, and then select Criteria-Based Search and Filter.
  2. On the Action Configuration tab, create a search action.
    1. Click New.
    2. Enter a descriptive name for the action button.
    3. For the action type, select LightningWebComponent.
    4. For the action reference, select Copy Records.
  3. Save your changes.
    Now you can add the new search action to search configurations.

Set Up the Create Report Search Action

Customize the Create Report flow to use a report template that meets your business needs. Then create a search action that uses your custom flow.

  1. In Flow Builder, save the Create Report flow as a new flow.
  2. In the ContentDocumentTitle element, for Value, replace EmptyString with the title of a content document to use as a template for the report.
  3. Save your changes and activate the new version of the flow.
  4. From Setup, in the Quick Find box, enter Criteria, and then select Criteria-Based Search and Filter.
  5. On the Action Configuration tab, create a search action.
    1. Click New.
    2. Enter a descriptive name for the action button.
    3. For the action type, select FlowDefinition.
    4. For the action reference, select your new flow.
  6. Save your changes.
    Now you can add the new search action to search configurations.

See Also

 
正在載入
Salesforce Help | Article