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            Enable Criteria-Based Search and Filter for Site Management

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            3. Agentforce Life Sciences

            Enable Criteria-Based Search and Filter for Site Management

            With criteria-based search and filter, users can search for sites and investigators.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To turn on criteria-based search and filter:

            Health Cloud Starter

            AND

            Study Manager for Site Management
            1. In the Site Management guided setup, under Set Up Site Management, click Go to Setup next to Enable Criteria-Based Search and Filter.
            2. Turn on Enable Criteria-Based Search and Filter.

            See Also

             
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