Advanced Lookup Field Search

by Community Manager on ‎06-12-2017 05:37 PM

OVERVIEW

Add an additional search parameter to lookup field searches in Performance Experience Visualforce pages.

 

DETAILS

The lookup field modal searches by your record's Name field by default. You can add one additional text field as a search parameter if you want to perform a more detailed search:

  1. Create a new fieldset on the object you're searching
    1. Enter a Label of your choosing
    2. Name: CPQ_Lookup_Search
  2. Populate this fieldset with the additional field you wish to search against.

As long as this fieldset exists, lookup field searches in Performance Experience Visualforce pages perform a logical OR search against the included field after searching against the object's Name field. For instance, if you add the Industry field to CPQ_Lookup_Search, Salesforce QTC first checks your search input against the target record's Name field - if there are no matches, Salesforce QTC then checks your search input against the target record's Industry field.

 

Salesforce QTC searches against the additional field and displays results even if that field isn't in your object's Search Results layout. You can add or remove your new search field from those Search Results as needed.

 

Search Scope

Salesforce QTC searches against only one field by default, which must be a text field. If CPQ_Lookup_Search contains multiple fields, Salesforce QTC searches only against the top-positioned field in the set. If you want to add additional search fields or search a non-text field, contact Salesforce QTC support. 

 

Contributors