Section

Field Names and Descriptions

(*=required)

Default Value

Search Parameters

•*Card columns in contact card view—(Only for contacts search views where the Results Display Type is set to Card) For contacts search results, enter the number of columns to display. The default is 3.

Contact the solution developer for more information about contacts search view configuration.

•Default option in Global Search—To specify a default Global Search type, select an option from this drop-down list. The options include system objects and custom objects.

•*Maximum Search results--Enter the number of records to retrieve when users perform a search (Global or from a search view defined for an object type) in the Maximum Search results field.

For more information, see Maximum Search Results.

•*Maximum Search time (seconds)—Enter the search timeout threshold. The default and minimum value is 10. If you are using the built-in reporting feature, you may wish to use a larger value.

For more information, see Maximum Search Results.

•*Minimum characters in Global Search—Type the minimum number of characters required for Global searching across All (records) or All Projects in the Minimum characters in Global Search field. This value does not apply to Global searches for an individual system object or custom object.

Important: The minimum value is 1; however, values less than 3 may lead to large search result sets and slow response times.

•*Records per result page—Enter the number of records to display per page of search results. The default is 10.

•*Card columns in contact card view—3

•Default option in Global Search—Contacts

•*Maximum Search results—1000

•*Maximum Search time (seconds)—10

•*Minimum characters in Global Search—1

•*Records per result page—-10

Other Settings

•Enable search across all projects for Project field—Do one of the following:

To make searches across all custom objects (projects) available to users, select the Enable search across all projects for Project field check-box.

To restrict searches to a custom object type, clear the Enable search across all projects for Project field check-box.

•Show approximate total number of Global Search results (including records users have no rights to)—Do one of the following:

To display the approximate numeric count of Global Search results, select the Show approximate total number of Global Search results (including records users have no rights to) check-box.

To display the numeric count of Global Search results that the current user has rights to view, clear the Show approximate total number of Global Search results (including records users have no rights to) check-box.

•Automatically populate Contact field if search returns one result—Do one of the following:

To automatically populate a Contact field when the related Contact Search Module returns one record result, select the Automatically populate Contact field if search returns one result check-box.

To display a link to a record if a search returns one record result, clear the Automatically populate Contact field if search returns one result check-box.

•Automatically populate Project field if search returns one result—Do one of the following:

To automatically populate a Project field when the related Project Search Module returns one record result, select the Automatically populate Project field if search returns one result check-box.

To display a link to a record if a search returns one record result, clear the Automatically populate Project field if search returns one result check-box.

•Enable search across all projects for Project field—Disabled (not selected)

•Show approximate total number of Global Search results (including records users have no rights to)—Disabled (not selected)

•Automatically populate Contact field if search returns one result—Enabled (selected)

•Automatically populate Project field if search returns one result—Enabled (selected)

Custom Search

•Enable Custom Search—Select this check-box to put a New Search link on each record type's list page. Clicking New Search brings up a set of search criteria and result fields that can be customized by the end user.

Selected

Global Search

•Disable Global Search—Select this check-box to remove the Global Search drop-down list and text input box from all pages.

Disabled (Disable Global Search check-box cleared)