Create a Default Criteria-Based Search and Filter Configuration

To search for sites and investigators, create a default search configuration that’s specific to your search definitions. In addition to the basic search configuration, this Criteria-Based Search and Filter configuration defines the configurations for the searchable object and the required search action. For the Agentforce capabilities for site selection, search and filter is automatically configured when you set up the Site Selection Assistance topic.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud

User Permissions Needed
To create a default Criteria-Based Search and Filter configuration	Health Cloud Starter AND Criteria-Based Search and Filter

Note The values in the Filter Field Parsing section in the configuration appear as a picklist.

Before you create the default search configuration, make sure that you set up the Data Processing Engine definitions for the site and investigator search.

1. In the Site Management guided setup, under Set Up Site Investigator Search, click Create Configuration next to Create a Default Criteria-Based Search and Filter Configuration.
   An active search configuration with the required configuration records is created.
2. To update the fields in the search configuration, from Setup, go to the Criteria-Based Search and Filter setup page, and click Site Investigator Search. Click Edit and update the fields.

After you configure Criteria-Based Search and Filter, add the Criteria-Based Search and Filter component to a page.

• Configure Sharing Rules for Healthcare Facility Code Set
  The search for a Healthcare facility uses information in the Codeset field that is defined on the Code Set Bundle object. Code Set Bundle is a generic object that you can also use to store information that isn't related to site management. To help the Site Management users view only the healthcare facilities in the codeset, configure the object sharing rules feature on the Code Set Bundle object.

See Also

• Salesforce Help: Set Up Criteria-Based Search and Filter
• Salesforce Help: Add the Criteria-Based Search and Filter Component to a Page