How to add more information/custom fields to Global Search Results ?

Hi Shyam Gaikwad

Hope I am understanding your question correctly:

In Studio, choose the module from which you want to add fields from to the global search. Navigate to Search -> Search and then drag the fields over to the "Default" half:

Save & Deploy.

You might also have to do "Schedule System Index" which is under Admin -> Search.

Good luck,

KGM

Kristjan Geir Mathiesen

Please see below screen shot, now you will get more clarity and sorry for my previous screen shot, it's confusing.

Thanks,

Shyam

Ahh, now I understand. Nah, that is beyond my knowledge, sorry. I don´t know how the Global Search picks those fields out.

I assume you´ve played with the boost value.

Sorry I couldn´t help but good luck with this!

KGM

Hi Shyam Gaikwad,

The fields that appear in the Global Search results are the fields that contain the string you are searching. In your screenshot, ZYMOGENETICS appears as the Account Name, but also in the Description field, which is why the Name and Description field appear.

I created a field to show this, called "search field" (and made this searchable using the method Kristjan Geir Mathiesen explained above). I populated a few records with the string "qwerty" and variations of it, across a few different fields, including my custom "search field" field. When searching the phrase "qwerty" in Global Search, here is what I see:

You can see that the Description and Search Field fields show on the first result because they both contain "qwerty", but the second result just shows the Account Name, since no other fields contain the string "qwerty".

If you hit Enter on your search, you will see "All Results" which displays additional information. For Accounts, the Name, Primary Email Address, and Office Phone fields show by default, and also the ability to preview the record in the RHS panel:

The Global Search section of the 7.7 User Guide explains this in much more detail if you would like more information.

I hope this helps!

-Alex

Hi Alex Nassi
Thanks for the reply, I got it what you are saying.

Actually my scenario is a different, we have duplicate Accounts records, which having unique shipping address, when user global search with company name e.g. "ZYMOGENETICS INC" , user is seeing lots of list with same account name, here user is confusing to choose the specific account, if we show here shipping address too then he can choose specific account as per shipping address.

Thanks,

Shyam

Hi Shyam,

That makes sense. I was trying to add some additional information about how this functionality works out-of-the-box. As a workaround, for situations like this, I'd personally recommend that your users go into the "All Results" (to see the Preview) or search in the Accounts module directly (to see the results on the list view).

However, since you posted this question in the Dev Club space, hopefully another member of the community is better able to point you in the direction of how to customize the results that appear.

Sorry that I could not be of more assistance! I'll follow up if I hear or come up with any additional ideas.

Alex

Hi Shyam,

That makes sense. I was trying to add some additional information about how this functionality works out-of-the-box. As a workaround, for situations like this, I'd personally recommend that your users go into the "All Results" (to see the Preview) or search in the Accounts module directly (to see the results on the list view).

However, since you posted this question in the Dev Club space, hopefully another member of the community is better able to point you in the direction of how to customize the results that appear.

Sorry that I could not be of more assistance! I'll follow up if I hear or come up with any additional ideas.

Alex