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Criteria-Based Search and Filter
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            Add the Criteria-Based Search and Filter Component to an Experience Cloud Site

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            Add the Criteria-Based Search and Filter Component to an Experience Cloud Site

            Enrich the search experience for customers and business partners. Give authenticated and guest users the ability to search for records by multiple criteria, aggregate or filter the results, and then take actions on the results. Add style to your search page by applying a theme with fonts and colors that match your site design or brand.

            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 an Experience Cloud site:

            Create and Set Up Experiences

            AND

            View Setup and Configuration
            To use Criteria-Based Search and Filter on Experience Cloud: Criteria-Based Search and Filter for Experience Cloud permission set
            To create or clone profiles: Manage Profiles and Permission Sets
            To create users: Manage Internal Users
            To create permission sets: Manage Profiles and Permission Sets
            To assign a permission set:

            Assign Permission Sets

            AND

            View Setup and Configuration
            To assign a permission set license: Manage Users
            To create sharing rules: Manage Sharing

            Add the Search Component to a Page

            1. In a new or existing Experience Cloud site, create a standard page for searching, add it as a menu item, and make the page publicly available.
            2. From the list of standard components, drag Criteria-Based Search and Filter onto the page canvas.
            3. Select active search configurations for the site.
              1. Select the Criteria-Based Search and Filter component.
              2. In the Properties pane, for Search Configurations, click Select....
              3. Move active search criteria configurations from the Available list to the Selected list and then click OK.
                You can add up to 5 active search configurations to a page. The site displays each configuration on a separate tab.
            4. To change the look and feel of the search experience, choose or customize a theme.

            Give Authenticated Users Access to Your Search

            1. Clone the Customer Community Plus User profile.
            2. Create a user record for authenticated users who log in to an Experience Cloud site. For Profile, select the cloned Customer Community Plus User profile.
            3. Assign the Criteria-Based Search and Filter for Experience Cloud permission set to the user record.
              For guidance about the object and field level access typically required in search configurations for your product, see your product documentation.
            4. In the administration workspace for the Experience Cloud site, in Members settings, select the cloned Customer Community Plus User profile.

            Give Guest Users Access to Your Search

            1. Create a custom permission set that gives read access to the searchable object.
              For guidance about the object and field level access typically required in search configurations for your product, see your product documentation.
            2. If your site displays search results as cards, create a custom permission set that gives read access to OmniStudio objects. See Grant Digital Experience Guest Users Omnistudio Access.
            3. Configure the guest user profile for your site. In Experience Builder, in General settings, under Guest User Profile, click the profile link. Click View Users, and then click the guest user profile. Assign your custom permission sets and the Criteria-Based Search and Filter for Experience Cloud permission set to the guest user profile.
            4. Create a sharing rule for the searchable object. Select the Rule Type Guest user access, based on criteria. For criteria, enter Created by Starts with 005. Then add criteria to filter publicly available records as needed. Without additional criteria, all the searchable object records are publicly available. Share with the guest user record. Set the Access Level to Read Only.

            Review Member Settings and Publish Your Site

            1. In the administration workspace for your site, in Members settings, make sure the correct profiles and permission sets are selected. In Emails settings, select or clear Send welcome email based on whether you want to send emails to new users after the site is activated.
            2. Preview your site, and then publish it.
            3. Activate the site.

            See Also

             
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            Salesforce Help | Article