Field or column

Description

Column Header

Type a label (maximum 250 characters) that describes to the user the record information that appears. This label appears at the top of the column in the displayed records section or the Results tab of the object's search screen.

Display Key

Select system or custom fields as display keys for the results of the search screen.

Display keys help users identify records returned by the search. The values in these fields are pulled from the database and appear in the search results on the object's search screen, giving users a summary or "preview" of each record.

To specify a display key, select one of the following elements:

•System—Allows you to select a system field from the drop-down list.

oWhen you select a system field that links to another object table in the object model, an Object Navigator field appears. You can use it to add attributes of related objects and sub-objects as display keys. For example, in an Invoice search view, you can include the Service Date field from a line item. For more details about using Object Navigator, see Using Object Navigator.

oWhen you select a system field that can return multiple values for a record, another drop-down list appears. You can use this drop-down list to be more specific about the values that display in the search results.

•Custom—Allows you to select a category and a custom field name from two drop-down lists.

When you select a custom field of type Custom Object or Involved, an Object Navigator field appears. You can use it to add custom fields from other custom objects or Involved records as display keys. For example, if Claim is a child of Policy, you can use Policy custom fields from any category as display keys in a Claim search view.

•Related Object—Allows you to select a child or embedded object from the drop-down list.

After you select an object, click the Object Navigator icon, and select an attribute of that object to be a display key.

If you want users to access records directly from the search results, one of the display keys must be defined as an object link. See Defining Object Links.

Format

Specify a format for number, category, or date fields that appear in the search results.

When selecting a date field, you can select Date and time or Date only. If you do not select a date format, the date appears in date only format.

When selecting the Default Category, Categories, Default Role, or Roles field, Category Description is the default format, which means the category or role name appears in the search results (for example, L110). If you specify Category Full Hierarchy, the full hierarchy of the category or role appears in the search results (for example, Outside Counsel Fees > Litigation Code Set > L100 > L110).

When selecting a field that displays a number, you can specify Currency, Decimal, or Percent. If you select None or make no selection, the number appears without any formatting.

Important: The Currency format uses the symbol for the system default currency to display the number values in the search results, even if a particular numeric value is actually in a different currency.

Order

Type an integer for the order in which this column is to be displayed, lowest to highest being displayed from left to right, in the search results.

Warning: If multiple columns have the same display order value, only one will appear at runtime. Be sure to use unique values for Order.

Tip: If you set the display Order for your columns in increments of 5, you can then easily make slight modifications to the order when necessary without having to recreate the order structure.

Span?

If checked, the selected column is displayed as a horizontal field that spans the width of the results display. The appearance of spanned columns depends on the information in the column.

The span feature applies to the search result pages for the following:

•Global Search

•Recently Viewed Items

•Workflow Approvals

•Custom Search

•Related Objects

•Portal Panes

•Object Collections

Note: You cannot set all columns to span—at least one column must remain vertical. Additionally, if you need to sort information in a results display, spanned columns are not included in the sort.

Column Width (%)

Enter the percentage for this column out of the total width of the results display.

If the total of all column widths of the defined results display columns does not equal 100 percent, then you no longer have control over the column widths. They are resized automatically based on their contents, browser behavior, and other factors.

To allow the columns to be sized automatically according to the contents, leave this field blank when defining all columns in the results display.

Display Columns List

Displays a list of all columns that have been defined for the search view results.

To edit or delete display column definitions, select the check-boxes next to the display column definitions and click edit or delete.

Items in the Display Key column cannot be edited.

If the qualifier was selected with Object Navigator, the first 90 characters of the Object Navigator path appear in the Attribute column. For details on paths, see Using Object Navigator.