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Criteria-Based Search and Filter
Add the Criteria-Based Search and Filter Component to a Page

Add the Criteria-Based Search and Filter Component to a Page

Add the Criteria-Based Search and Filter component to any standard or custom Lightning page. Users can use the component to search for records by multiple criteria, view and aggregate the results, and then take actions on the results.

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.
User Permissions Needed
To add a component: Customize Application
  1. Open the page where you want to add the component.
  2. Click Setup, and click Edit Page.
  3. From the list of standard components, drag Criteria-Based Search and Filter onto the page canvas.
  4. In the Properties pane, for Search Configurations, click Select....
  5. Move active search criteria configurations from the Available list to the Selected list.
    You can add up to five active search configurations to a page. Each configuration is displayed on a separate tab.
  6. Click OK, and then save your changes and activate the page.
    The search criteria fields and search result display fields that the user sees depend on the search criteria configuration. The search results are records in the searchable object.

Sync the data in the searchable object regularly using a flow or a similar mechanism so that users see the most current results.

 
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