Global Search
The global search feature allows users to search across the portal for various entities and modules. This feature takes into account the security role and security group viewing permissions and only displays results for items they have access to.
*Note: This feature requires the portal to be on a standard theme. If your portal is using a custom theme, please contact success@magentrix.com.
Administrators can enable Global Search, configure which entities and resources are searched and displayed in Global Search, and arrange how search results are displayed.
Requirements:
To enable and configure Global Search, users must be assigned a security role with the following permissions:
- Administrator System Role
Enabling Global Search
- On the Setup Home page, click Setup > Manage > Global Search.
- Click Create Default Configuration. This configuration sets the default global search behavior. *Note: This does not apply to guest roles:
- Show 'All' Tab: Enable this to display all search results on a single tab. Enabling this may have a performance impact.
- Entities and Items: Drag-and-drop entities and search items from the left column into the right column to enable it for global search. Drag-and-drop the items on the right column to change the display order of search results. You can use the checkbox to enable search suggestions for the entity or search item.
- When you are finished, click Save Changes.
- On the next page, click Turn On.
Creating and Editing Configurations
Custom configurations can be made for specific security roles. This can be used to tailor search results for different user personas.
- On the Setup Home page, click Setup > Manage > Global Search.
- To create a new configuration, click New Configuration. To edit an existing configuration, click on the configuration.
- Configure the following settings:
- Name: Enter a name for the configuration.
- Show 'All' Tab: Enable this to display all search results on a single tab. Enabling this may have a performance impact.
- Active: Enable this to activate this configuration.
- Role: Select the roles to which this configuration will be applied.
- Entities and Items: Drag-and-drop entities and search items from the left column into the right column to enable it for global search. Drag-and-drop the items on the right column to change the display order of search results. You can use the checkbox to enable search suggestions for the entity or search item.
- Click Save Changes.
Configuring Entity Search Results
The columns of Entity search results can be configured using the Search list layouts.
- Navigate to the Setup Home page. For Native or HubSpot entities, click Setup > Create > Entities. For Salesforce objects, click Setup > Extend > Salesforce. For Microsoft Dynamics CRM, click Setup > Extend > Dynamics.
- Select the entity/object. On the next page, click on the List Layouts tab. If there is an existing Search layout, click on it. If an existing Search layout does not exist, click New.
- Configure the following settings:
- Layout: Select 'Search'.
- Column: Move the desired search result fields to the right column. Move the fields up and down to order the fields.
- Click Save.