Questions tagged [search-layout]

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20 views

Search Layouts not available for Custom Object

I can see the Search layout in my object after enabling Allow Search, but I can't see any layout where I can add my fields. Please see the attached screenshot. How can I add layout in the Search ...
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1answer
36 views

Two Questions Concerning Standard Buttons on Search Layout Recently Viewed List (i.e. Add To Campaign)

I am working for a client using a test org (The client also has a Stage and a Production Org). I need to add the Add To Campaign button to the Recently Viewed List in Test org and Stage org. I noticed ...
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0answers
27 views

Add actions to list view on standard object

I have created a mass update action on products object. I need to insert it on the List view for Search Layout for Classic but it only gives me the option to add buttons and not actions. I inserted ...
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1answer
39 views

Need To add the Button in the custom object List View Layout

I tried to add the button in the custom object list view. I've added the button in the search layout too but still the button is not visible in my custom object.can anyone help me how to resolve this ...
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0answers
184 views

SFDX force:mdapi:deploy Profile Search Layout: - System Administrator - not appropriate for object

I am trying to use force:mdapi:retrieve with force:madpi:deploy to move some sandbox dev org custom objects and supporting customisations to a scratch org, in order to be able to subsequently push a ...
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0answers
16 views

Using Pagination on Search Layout in Lightning

Is there any way to show the total number of registers and use pagination in search layout? i'm kinda new on salesforce and the client ask me to migrate a project to lightning. In the image you can ...
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1answer
18 views

Personalizing Search Layout Columns

When configuring an Objects Search Layout you have the option to "Override the search result column customizations for all users". I have been unable to find any Documentation that describes how a ...
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0answers
24 views

Issue updating Search Layout columns via API

I'm trying to update Default Layout columns under Search Layouts for a custom object. I used Visual Studio Code, created a feature branch, made my changes in the custom object's xml file. We have a CI/...
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1answer
37 views

Is it possible to override “Change Owner” button from listview items menu?

As the title says: Is it possible to override "Change Owner" button from listview items menu? If so, how can be done? Thank you all!
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1answer
33 views

How to control fields displayed in Show All Records page of Related List?

Environment: Salesforce Classic & Service Cloud Console. For Some reasons, I'm developing a related list of Cases for an object with Visualforce, to replace the original one. I added a link into ...
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1answer
302 views

Custom field reference problem in profileSearchLayouts metadata

In a sandbox I've created a custom object with some fields. In Lightning, I've created some Search Layouts for different community profiles. I've noticed that the metadata looks like this: <...
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1answer
328 views

Salesforce Lightning - Search layout no Profile or Columns Displayed

On one of my objects under Search Layout there is nothing showing under Profiles or Columns Displayed. IN classic I have search layout setup correctly but in Lightning nothing shows other than Name. I ...
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1answer
35 views

Lightning knowledge advance search behavior

How advance search behaves. Because when I set filters and click apply it will not show any knowledge articles in the surface. We have to type some string in search bar and click enter then only it ...
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1answer
55 views

Customize global search

In the global search result shown in type ahead/auto complete search, how do I customize the field shown in second row. It generally shows, object type and one more field. For example, if I type for a ...
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2answers
47 views

Add fields to the user search results in Salesforce setup

I am trying to add new fields to the user search results in setup. For an example, I need to add Profile of the user. But I cannot find a way. Adapting the search results layout doesn't help in this ...
1
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1answer
220 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
27 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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0answers
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
2k 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 ...
1
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1answer
288 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
608 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
56 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
13 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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0answers
98 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 ...
2
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1answer
983 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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2answers
1k 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 ...
3
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1answer
2k 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 ...
1
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1answer
190 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
786 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
1k 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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0answers
67 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 ...
3
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1answer
269 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 ...
1
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1answer
84 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
5k 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. (...
3
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1answer
6k 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 ...
2
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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. ...
1
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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 ...
1
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1answer
400 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 ...
1
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3answers
982 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 ...
4
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1answer
443 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 ...
0
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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. ...
0
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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 ...
5
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1answer
10k 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 ...
1
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2answers
598 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 ...
3
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1answer
279 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 ...
3
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4answers
7k 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!
0
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1answer
126 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 ...
3
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2answers
1k 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 ...
1
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1answer
180 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 ...
4
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2answers
8k 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.