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Criteria-Based Search and Filter
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            Configure the Search Criteria for a Searchable Object

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            3. Criteria-Based Search and Filter

            Configure the Search Criteria for a Searchable Object

            Help your users quickly search for records based on multiple criteria and decide how they view the results and what actions they can take.

            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 criteria configuration:

            Use Criteria-Based Search and Filter system permission

            AND

            View Setup and Configuration
            To configure a card view: OmniStudio Admin permission set
            1. From Setup, in the Quick Find box, enter Criteria, and then select Criteria-Based Search and Filter.
            2. On the Search Configuration tab, click New.
            3. Create the configuration.
              1. Enter a name for the configuration.
                The API Name field is automatically populated.
              2. For Searchable Object, search for and select the object that you want to use as the basis of the search.
              3. For Searchable Object Configuration, search for and select an active configuration record.
                You can update this field later.
              4. Enter a description for the configuration.
              5. Click Next.
            4. Select the search criteria.
              1. Move up to 20 fields from the Available Fields list to the Selected Fields list.
                Select fields that represent widely known attributes about the data that users most likely want to find. For example, if users want to find high-priority customers, select the Priority field.
              2. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
              3. Click Next.
            5. Select the search result display format, either Card or List. The preview shows the difference between search results displayed as cards or in a list. Then click Next.
            6. For a Card display format, select an Omnistudio Flexcard to use to display search results as cards. Then click Next.
            7. For a List display format, select the search result columns.
              1. Move up to 20 fields from the Available Fields list to the Selected Fields list.
                Select fields that represent information about the data that users most likely want to further analyze. For example, if users want to find high-priority customers, select the Customer Name field.
              2. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
              3. Click Next.
            8. Define the distance criteria, or click Skip this step if you don’t want to include distance parameters.
              1. For Unit of Measure, select Kilometers, or Miles.
              2. For Value, enter the higher limit for a distance range.
                For example, for a distance range of 1-20 miles, enter 20.
              3. Click Add.
              4. Add up to six values for distance range so that the scope of the search can be incrementally extended.
                For example, if you add the values 20, 25, and 30, the search can be expanded or restricted to a radius of 20 kilometers, 25 kilometers, or 30 kilometers.
              5. For Relative Location, select a location-type of field to calculate the distance from.
              6. To show search results in an interactive map, turn on Show Map.
                To find the most suitable resource based on location, users can use a map that appears alongside search results.
              7. Click Next.
            9. For a map display, select the field values to show for the map marker titles and descriptions.
            10. Select the filter criteria for search results.
              1. Select a filter criteria type, either Grouping and Aggregation Fields or Filter Fields.
              2. Move up to 20 fields from the Available Fields list to the Selected Fields list.
                For Grouping and Aggregation, select fields that can have a wide range of values in case the user wants to segment the results based on these values. For example, if users want to find high-priority customers, select the Country field.
              3. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
              4. Click Next.
            11. Select the sorting criteria for search results.
              1. Move up to 20 fields from the Available Fields list to the Selected Fields list.
                The top most field in your Selected Fields list determines the sort order when the initial results are displayed and when a user modifies the search filters but doesn't select a sort option. The list is in ascending order only. When a user selects multiple sort options, the order in which you've selected the fields determines the order of the results (not the order the user selects). If you don't select any fields, users won't see any sort options.
              2. Use the up and down arrows to arrange the order in which the selected fields are displayed to the user.
              3. To include distance criteria in sorting for search results displayed as cards, enable Sort by Distance.
              4. Click Next.
            12. Select the actions for the search results.
              1. Move up to 10 search actions from the Available Fields list to the Selected Fields list.
                Criteria-Based Search and Filter includes these prebuilt actions. For details about configuring these prebuilt actions, see Set Up the Copy Records and Create Report Search Actions.
                Action Description
                Copy Records

                Copies data from selected search results.

                To use the Copy Records search action, configure a new search action to use the Copy Records LightningWebComponent.
                Create Report

                Creates a report using data from selected search results.

                To use the Create Report search action, customize the Create Report flow to use a report template that meets your business needs. Then configure a new search action to use your custom flow.
                For details about prebuilt actions designed for your product, see your product documentation.
              2. Use the up and down arrows to arrange the order in which the selected actions are displayed to the user.
                If you add multiple actions, you can see how the actions will be displayed to the user.
              3. Click Done.
            13. To make the configuration available for selection when you add the Criteria-Based Search and Filter component to a page, click Activate.

            See Also

             
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