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Create a Search Action
Configure flows, Lightning web components, or Omniscripts as actions.
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 |
If you’re setting up a flow-based action, make sure that the flow has the selectedSearchResultRecordIds variable to collect the IDs passed by the search. It must be a collection variable with the data type text and be available outside the flow for input.
If you want to create custom search result actions, create a flow-based action.
Note Admins can use only the predefined Lightning Web Component-based actions to
create search result actions.
Use a user-friendly name for the flow or Lightning web component action. For example, if you create an action to send emails to customers, name it Send Email.
- From Setup, in the Quick Find box, enter Criteria, and then select Criteria-Based Search and Filter.
- On the Action Configuration tab, click New.
- Enter a name for the action button that the user clicks on the search results page.
-
Select the type of action.
- FlowDefinition
- LightningWebComponent
- OmniScript
- Select the action instance that corresponds to your action type.
- Save your changes.
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