Questions tagged [search-layout]

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6 views

Lightning Community. Customize look and feel for Search Results

Have someone found a way to customize Search page in Lightning Communities? I really like the search engine, but I need to customize some bits and pieces. I know that CSS allows partial ...
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21 views

Not able to deploy Account search layout

I have added the below tags in the account object but still i am not able to see the account search layout in my target org. I have made the changes to the account search layout in my source org and ...
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1answer
37 views

Salesforce Person Account Search Layout

I have two groups of users using Accounts in my org. Both are using Accounts, but one group is using Person Accounts. The group using Person Accounts would like to change the fields returned when ...
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1answer
16 views

Community articles search no results image and message

I am setting up a salesforce community (public site in this case). Looking for a place to set a custom image and message when there are no results found. Do anybody know where/how this can be setup?
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15 views

How to edit the drop down menu at search page

Can someone please suggest if is it possible to edit the menu options highlighted in the below image, I have created a new custom action and want to add it here?
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2answers
505 views

problem adding custom button to list view

I want to add a custom button to the list view of Contacts but it is not working. I go to Object Manager... Contacts... Search Layouts... List View... Edit... Custom Buttons... add my button to the ...
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1answer
106 views

Search layout quick action with lightning component issue

I'm trying to create a quick action inside a search layout. This quick action calls a custom component. The point is that when I click the new action Allows me to create a that kind of quick action ...
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1answer
144 views

How to find `Selected Quick Actions` in Search layout List View

EDIT: Adding a listview screen shot: As you can see I do not have a listview named List View If I go to quickActions endpoint I can find my quick actions (in my case `New Child Case') But my ...
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1answer
39 views

Add Custom button to a search result

I create a list button in contact object where I used a visualforce page for it. I added the button to the search layout, But in search result layout the button doesn't show up. I am an administrator,...
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1answer
8 views

How can I add Tab to an External Object's Search Layouts?

I have two External Objects. One I added a few weeks ago and it has a Tab Search Layout: I can't remember how I gave it a Tab Search Layout but I need that for the following External Object (which ...
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33 views

Buttons added to list view don't show up

I am trying to install an app (Mass Edit) and make some very simple modifications to my sandbox. I successfully installed the app and have gone into the Object Manager for Contacts and followed the ...
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1answer
383 views

How to Deploy Search Layout Containing Custom Fields

I'm trying to deploy a PricebookEntry object containing a SearchLayout which contains standard and custom fields however I'm having issues when I include a custom field. The following is what ...
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1answer
694 views

Lightning: Change search and lookup dialog box

We are using the Account Hierarchy. Some accounts have 10-15 child accounts. The name of all these accounts is the same, the location (address) CAN be the same, but usually is not. When searching for ...
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1answer
1k views

Search Result missing from search layouts

In my sandbox, I've made some edits to the search result search layout in lightning for a custom object. In another org, which is a production org, I'm trying to make those same changes, but there ...
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1answer
115 views

Add folder column to Reports search results

Is it possible to add Folder column to search results for Reports, by default only Report Name and Description are showing. p.s. the search in question is the global search that searches all the ...
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0answers
597 views

Can I change what fields display in Global Search Results?

Currently exploring Lightning, but interested in this question for Classic as well. When I run a search for my own user name in Lightning, I get the following unhelpful results, which don't ...
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1answer
382 views

Is it possible to create search layouts in a custom Object?

I'm creating custom objects in a new ORG in Salesforce based on a custom object in an old ORG. I notice the old custom object has 6 search layouts while the newly created object only has 4 search ...
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57 views

Searching by “All Fields” in Lookup Dialogs search layout does not return all results

I have an custom Check object that is a detail of Opportunity and another custom object, Arrangement. The procedure for creating these objects is to go to opportunity and create "New Check". To ...
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1answer
206 views

Add search layout into managed package

I added a button in the contact search layout which looks like this: Since we need to push the package into App Exchange, I need to be able to add this into the package. I searched the components ...
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1answer
73 views

Translation needed in Lookup dialog search layout

I have a field in Account : Account Type. For a particular set of users with language en_us this field is translated to : HCP/HCO Type Now, in another related object of Account say Acct_child, Account ...
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2answers
4k views

How to enable the global search in salesforce

EDIT: How to turn on the Global Search to search of any custom or standard fields? I have done the following so far: Setup --> Customize --> Search --> Search Settings. (...
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1answer
4k views

Search Layout is not displayed for an object in search layout

Created an object and I need to add a search layout for this object. But the search layout option itself is not visible for this object. I created some more object but there is no issue with other ...
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1answer
1k views

Add new button to Custom Object Lookup dialog box

I have a number of lookup fields on an object. When I click the magnifying glass to select items from the lookup the Account and Contact object lookup dialogs have a "New" button next to the go. ...
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0answers
28 views

Enhanced Look up

Say i have an account ABC-12345 I have an enhanced look up for that account in my case. Earlier i would be able to type just ABC in the search and press enter and it would bring this ABC-12345 . but ...
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1answer
342 views

Lookup Layout only showing recently viewed records instead of all the records

In the lookup layout only recently viewed records are showing up, though all the other items are accessible to the user. Where to change the setting for the same, in order to display all the records ...
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3answers
765 views

How to read/display the configured columns in Search layout of Account Lookup Dialogs

Account Lookup Dialogs - Search Layout Configuration Salesforce allows each org to configure the columns to be displayed whenever user clicks on Account lookup component. This can be configured by ...
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1answer
352 views

Search layout meta-data value is an Id value instead of field name

I created a new field on user in production environment and assign the field to Search Layout->User Lookup Phone Dialogs, after doing this I pulled the meta-data for this environment and checked the ...
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1answer
1k views

New Button on Lookup Search Layout

On my Opportunity object I have a look up to Primary Contact. I would to enable users to create a New contact when using the lookup. I would like to have a 'New' Button next to 'Search' search layout. ...
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1answer
26 views

Searching by zip code and Email Blast error

I have couple of question for which i need help. 1.How should I add zip code Filter in GLOBAL UI SEARCH. so that I can search for named Accounts by zip code. For example I want to do a search of ...
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1answer
6k views

How do you deploy edited Search Layouts via Metadata API using ANT or Force.com IDE?

I know how to retrieve the Metadata via this questions; Metadata - Case Search Layout And I understand that they must be retrieved via the Object or Custom Object itself and the list of components ...
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2answers
494 views

Add cutom button directly to list view after installing managed package

I have created a managed package in which i need to add custom button after installing my managed package to list view of account and lead. I thought it same like static resource, Remote site settings ...
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1answer
201 views

Metadata API SearchLayouts not showing updates

I'm making extensive use of the Metadata API (We have it implemented in Javascript for an admin page on a managed package). The main features we're using is the automatic creation of buttons (to ...
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4answers
5k views

Add Search Layout from Custom Object to Change Set

How can I add a search layout to a change set for a CUSTOM object? I know there is a question out there for standard objects, so not sure if the same logic applies to custom objects. Thanks!
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1answer
115 views

Customizing search layout

After a recent migration, our client reported that the search layouts on almost all objects don't match with each other. Reporting, that the pagers styles are not in sync. (see images) After ...
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2answers
947 views

Get list of contacts from search layout

When I select multiple clients on this list and click the Email Contacts button on this search page I want to open a visual force page with a special email form on it. How do I get the ids of all of ...
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1answer
177 views

Possible to use a formula to change field used to choose a record on lookup dialogues for Products?

I have the need to change the field that is clicked on to specify a particular record on the Product lookup layout. I can create a custom page if need be but I am curious if there is a way to use the ...
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2answers
7k views

How can I add a search layout to a change set for a standard object?

Is it possible? I want to deploy a search layout of the standard object Account.
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0answers
97 views

Search layout lookup dialog REST access

I am able to look up search result search layouts via REST using the /search/layout/q=Account endpoint. But I would like to also read the lookup dialog search layout, like what you see on the web ...
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2answers
1k views

Can't search all contact fields

I am an administrator with the Nonprofit CRM version of Salesforce I am trying to make a contact database for people who have volunteered at the organization Reservoir Hill Improvement Council (RHIC). ...
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2answers
673 views

How do I enable a custom object for search on the customer portal

I'm running into a strange problem. I am trying to use the standard customer portal search but for some reason only some of my custom objects are visiable there? I cant seem to figure out what makes ...
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2answers
92 views

Public Tag on Account not Globally searchable

I am using Public tags on Account. But, Later, I found that it is not globally searchable. Please suggest me the way out.
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3answers
2k views

Look up search on 2 custom fields instead standard name field

I have a custom object Country with two fields Country Code which is salesforce standard name field and country name which is text field. I have a look up field to this country object. Now when user ...
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9answers
25k views

Is it possible to remove/hide the “New” button?

When you click on the Opportunities tab, (assuming you haven't modified standard salesforce layout), you see a "Recent Opportunities" list. At the top of the list, there is a "New" button. Is there ...