You can configure the search properties, such as search suggestions and search history, for an application. For example, you can configure the number of previous searches to display when you click the search box.
Based on your business needs, you can assign the search result layout components to the user roles defined for your application. You can view the search results of the business entities in your application based on the search layout components assigned to the user roles.
1From the Explore page, find and open the business application.
2On the Search tab, configure the following properties:
Property
Description
Suggestions
Indicates whether to suggest search terms when the users type a search term. Default is Enabled.
Minimum Characters to Trigger Suggestions
Minimum number of characters required to suggest search terms. Default is 5.
Maximum Number of Suggestions
Maximum number of terms to suggest. Default is 10.
Search History
Indicates whether search history is enabled. Default is Disabled.
Number of Previous Searches
Maximum number of previous searches to display. Default is 5.
Results Per Page
Search results per page. Default is 25.
Similar Records
Indicates whether to display similar records when you create a new record. Default is Enabled.
3To assign a search result layout component to user roles, perform the following steps:
aIn the Search Result Layouts section, select a business entity type.
The list of search result layout components defined for the selected business entity appear.
bClick the Add Page icon.
A blank row appears.
cTo add a search result layout component, click the asset picker.
The Select a component dialog box appears.
dSelect a search result layout component and click Select.
The selected search result layout component appears in the list.
eClick on the search result layout component row and select one or more user roles to the selected search result layout component.
fTo reorder the search result layout components in the list, drag and drop a row to the required level.
4Click Save.
Configure a search results layout component
You can configure search results layout components for business entities and assign them to the user roles defined in your business application. Search results include field values based on the search results layout components assigned to a user role.
Review the fields that you want to include in a search results layout component. If system fields in a layout have searchable and facetable properties enabled, you can disable the properties. If the other fields in a layout have searchable and facetable properties enabled, you can't disable the properties.
1Click New > Business Applications > Component > Create.
The Component Layout dialog box appears.
2Specify the following component fields:
Field
Description
Component Type
Type of component that you want to create. Select Search Result Layout.
Display Name
Name of the search results layout component.
Internal ID
Unique identifier of the component that's generated based on the display name. You can't change the internal ID after you create the component.
Description
Optional. A brief description of the search results layout component.
Business Entity
Business entity for which you want to create the search results layout component.
Location
Project or folder within which you want to save the search results layout component.
3Click OK.
A layout with some sections appears.
4Select each section, configure the properties on the Properties tab, and click Apply.
The following table describes the sections in the layout:
Section
Description
Hierarchy Filter
Displays a list of searchable hierarchies to use as filter criteria.
To configure a hierarchy filter, perform the following steps:
aEnsure that the hierarchies you want to use as filter criteria are searchable.
bSelect Enable hierarchy filter, and select the hierarchies to use as filter criteria.
Facets
Facetable fields that you can select to display on the search results.
Select one of the following options:
- All Facetable Fields. All the facetable fields appear in the search results. By default, this option is selected.
- Selected Facetable Fields. The facetable fields that you select appear in the search results.
The search results display values of all or selected facetable fields in title case irrespective of the case defined.
For example, if the field value is NEW YORK or new york, the search results display New York.
Note: You can search for active and deleted records according to the record state indicator, only if you select All Facetable option.
Title
Title of the search results layout component.
System Fields
List of searchable system fields that you want to appear in search results.
Basic Fields
List of basic fields that you want to appear in search results.
Select one of the following field separators:
- Pipe
- Comma
Additional Fields
List of additional fields that you want to appear in search results.
Select one of the following field separators:
- Pipe
- Comma
5 To display specific field values in a field group, select the field group and configure rules.
You can select any field in the field group as the criteria and enter the field values that you want to display.
By default, the rule contains the equals operator that searches for matching values and displays the values for the records in the search results. If a single matching value is searched then you can't display values.
Note: You can configure rules only for text fields.
After you create a search result layout component, you can validate the component to find errors related to the configured fields and the field properties. Correct the errors, and then save the component.
For example, when you configure the component, if you do not enter a value in a required field, an error appears in the Validation Errors panel. Correct the error by entering values in the required field.
1On the search result layout component, click the Validate icon.
2If errors appear in the Validation Errors panel, correct the errors.
aClick an error.
The section that contains the error is highlighted. If there is an error in the properties, the erroneous field appears on the Properties tab.