TeamConnect Search allows for robust customization of search views. Users are able to set up custom views for global search as well as add custom fields to the search results of an object. Users can also omit custom fields from being searchable, as detailed here, or entire objects, as detailed here.
Adding Custom Fields to Objects for Global Search
The procedure below outlines the preliminary steps to adding custom fields to search views. For more detail, see Creating Custom Fields. If you have already added custom fields to your object, proceed to Selecting and Updating Global Search View for documentation on including these custom fields in global search.
1.Click Setup in the upper-right corner of TeamConnect.
2.Select Object Definitions from the Go to... dropdown menu and select the desired object.
3.Click Custom Fields. Important: Any changes to the custom fields on a record type will require a re-index of this record type for the changes to reflect in the global search results. See Global Search Index Tool Help for more information.
4.Enter in the details of the custom field (Name, Label, Type, Is Required?, Default Value (if applicable), Exclude from Custom Search, Exclude from Global Search). Make sure to leave Exclude from Global Search at the default "No" setting. More information on this screen can be found at Custom Fields Tab of Object Definitions.
5.Save or Save and Close. The field will now be added.
6. Update the new field within your object. Save.
These fields can be viewed on the Details page of the object.
Adding Detail to New Custom Field
Selecting and Updating Global Search View
The following procedure outlines how to add existing custom fields on objects to global search.
1. Click Setup in the upper-right corner of TeamConnect.
2. Select Object Definitions from the Go to... dropdown menu and select the desired object.
3. Click Search Views.
4. Select the desired existing search view or create a new search view.
5. From the General tab, select Global Search from the "Used for:" section. Note: Global Search and Custom Search are exclusive options; selecting either of these will automatically remove any selected check-boxes below.
Selecting Search View Usage
6. Select the Results Display tab.
7. Type in the desired column name. Select the custom field from the Custom drop-downs and the desired Order and Column Number. The Order selection will determine where the selected field will exist within the set column. Save the record.
Adding a Page to Search Results Display
8. Navigate back to the Search Views tab on the object. On the "Use this search view's results display for global search:" dropdown menu, ensure that the recently edited search view is selected. Save and close. Note: If your search view is not present, go back to Step 5 of this procedure.
9. Re-index the selected object using the Global Search Index Tool. Refresh page. Custom field will now be visible in search results.
