Use Criteria-Based Search and Filter

Apply Criteria to Find Searchable Records

Use a combination of text, picklist, and location fields to search for records using the Criteria-Based Search and Filter component.

1. Open the page that has the Criteria-Based Search and Filter component.
2. In the Search Criteria section, specify values for the fields.
   The fields available as criteria depend on the search criteria configuration set up by the admin. For picklist fields, the values available for selection depend on the criteria field mappings configured by the admin.
3. To limit the search within a specific geographic area, use the Relative Location and Maximum Distance Range fields, if they’re available.
4. Click Search.
5. To start a new search, click Clear Selection.

Search Records Using Any Word

Search records using any part of a word, even non sequential terms, making it easier to locate inventory records, product batches, or parts even if your search input is incomplete or partial. Any Word Search is enabled by default in all orgs. You can disable this feature if needed using the Any Word Search option in the Criteria-Based Search and Filter setup.

1. Open the page that has the Criteria-Based Search and Filter component.
2. In the Search Criteria section, specify values for the fields. For example, enter ‘compa’ or ‘com’.
   The fields available as criteria depend on the search criteria configuration set up by the admin.
3. Click Search.

The search returns the records containing the search term such as ‘Compactor’.

Note A minimum of three characters is required to perform a search.

Review and Filter the Results

To focus on search results that are most relevant, apply filters. Depending on your search criteria configuration, you can either group the records and then view the aggregated data for each group. Or you can filter results by values in one or more fields. In search results, you can click a record name to see the details.

1. Review the records in the Search Results section and click record hyperlinks to view details.
2. For Grouping and Aggregation Criteria, select a field to filter the results. Or enter values in one or more filter fields, and then click Apply.
3. To see more results, scroll down.

The top most field configured by your admin determines the sort order when the initial results are displayed and when you modify the search filters but you don't select a sort option. The list is in ascending order only. When you select multiple sort options, the order in which the admin has selected the fields during configuration determines the order of the results (not the order you select). If the results aren’t what you’re expecting, contact your admin and ask if the searchable object is up to date.

Note

• Date-time fields appear in your local timezone using standard Salesforce formatting.
• Currency fields display symbols instead of currency codes.
• You can view the Last Refreshed Date for search results to see when the data was last updated. This timestamp is updated through the Data Processing Engine (DPE). So when configuring the searchable object, ensure to link the DPE that populates the searchable object to the Data Synchronization Job field.

Select All Records for Bulk Actions

When you need to perform actions on all search results, use the Select All feature to quickly select records across multiple pages without manually checking each box.

1. In the Search Results section, check the checkbox in the header row to select all currently loaded records.
2. A banner appears with the total number of matching records and a link to select them all — for example, "250 results found that satisfy the search criteria. Select all 250." If your search returns more than 2,000 records, the banner instead reads "First 2000 of many results. Refine your search to narrow the list. Select all 2000."
3. Click the Select all [number] link in the banner to select every matching record (up to 2,000 records).
4. The banner updates to confirm the selection — for example, "All 250 results selected," or "First 2000 of many results are selected in this list" if the selection is capped at 2,000 — and shows a Clear Selection link.

Note

• If you manually deselect individual records after selecting all, the banner reverts to the "Select all" prompt, and the live selected-record count next to the search results count (for example, "1999 selected") updates to reflect your current selection.
• When you load more results by scrolling, newly loaded records are automatically selected if Select All is active, unless you previously deselected them.
• If Maximum Selection is configured for the search in a screen flow, the "Select all" option in the banner is automatically disabled.

Show Results in a Map

Visualize search results in an interactive map.

1. Above the records in the Search Results section, click Show Map.
2. Pan and zoom in or out to find the most suitable resource based on location. To view essential information about a search result on the map, click a map marker.
3. To switch back to a filter view, click Hide Map.

Take Actions on Records

After you filter records, select one or more records and apply bulk actions such as flow-based or Lightning Web Component-based actions.

Select All Records

• Check the checkbox in the header row to select all currently loaded records.
• In the banner that appears, click the Select all [number] link to include all matching search results (up to 2,000 records).
• Review the selected-record count shown next to the search results count (for example, "2000 selected").
• Select an action from the action menu in the Search Results header.

The action name depends on how your admin configured the Search Action Configuration record. After the action completes, you can adjust your selection and take another action as needed.

Note

• Use the live count next to the search results count to monitor how many records you've selected.
• If you need to start over, click Clear Selection in the banner.
• For large result sets, selecting all records allows you to perform bulk operations without manually selecting records page by page.