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            Update the Searchable Object Configuration in Criteria-Based Search and Filter

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            Update the Searchable Object Configuration in Criteria-Based Search and Filter

            In Criteria-Based Search and Filter, to map the search criteria fields to specific fields in the relevant source objects, update the searchable object configuration. Users can view the suggested options as they type the keywords, making the search faster.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To update the searchable object configuration:

            Health Cloud Starter

            AND

            Criteria-Based Search and Filter

            AND

            Study Manager for Site Management
            Note
            Note After you map the fields, the text fields in the source object appear as type ahead fields in the search criteria fields, and picklist fields appear as picklists.

            Before you map the fields, make sure that Criteria-Based Search and Filter is enabled.

            1. From Setup, in the Quick Find box, enter Criteria-Based Search and Filter and select it.
            2. Go to Searchable Object Configuration, and then click Site Investigator Search.
            3. In Criteria Field Mapping, click the edit icon.
            4. Select the values in the Source Object, Source Field Type, and Source Object Field columns, and save your changes.
             
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            Salesforce Help | Article