What is search Layout?
When
we search for a record in global search, by default it will display
only standard record name field, when we click on look up icon it will
display only standard record name field in look up by default. But I
want to display more number of fields when i do global search & and
also i want to display more number of fields in look up. To display more
fields use search layouts.
By
using search layouts, we can customize which Sobject fields display for
users in search results, look up dialogs, and the lists on custom tab
home pages. We can also specify a different set of fields to show in
each search layout. The settings apply to all users in your
organization. And also we can specify which buttons to display in custom
list views.
How can we add fields to this layout?
for standard objects: here i am giving example for Account object.
Go to Setup -> Build -> Customize -> Account -> click “Search Layout” you will navigate to below screen.
Then click on which type of layout you
want to modify & move the available fields to selected fields. See
the below screen for reference.
We can add or remove fields by using add
& remove button and also we change the order of fields by using up
& down arrows shown in above image.
Some important points:
– We can add up to 10 fields in this layouts.
– These layouts don’t apply to campaign members, opportunity teams & account teams.
– We can’t remove unique identifying fields like Account Name or Case Number, from the search layouts. These fields must be listed first in the order.
– We can‘t add long text fields such as Description, Solution Details, or custom long text area fields.
– Formula fields are not available in search result layouts.
– We can add up to 10 fields in this layouts.
– These layouts don’t apply to campaign members, opportunity teams & account teams.
– We can’t remove unique identifying fields like Account Name or Case Number, from the search layouts. These fields must be listed first in the order.
– We can‘t add long text fields such as Description, Solution Details, or custom long text area fields.
– Formula fields are not available in search result layouts.
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