Configure a Search and Select Dialog Box for Standard Objects

You can configure the search and select dialog boxes that are automatically provided for most standard objects.

Standard objects that have extensible search and select dialog boxes include:

• Account

• Asset

• Campaign

• Contact

• Household

• Opportunity

• Partner

• Product

• Product Group

• Resource

• Sales Lead

• Service request

Note: Changes made using Page Composer in previous releases to configure the non-extensible search and select dialog boxes for the above objects aren't migrated to these extensible search and select dialog boxes. Repeat the same configuration using Application Composer to replicate the same look and feel in the extensible search and select dialog boxes.

To configure a search and select dialog box for a standard object:

1. In Application Composer, select a standard object.

2. Expand the object's tree structure and click the Pages node.

3. On the Application Pages tab, go to the Reusable Regions region, and edit the Default custom layout.

   If the default custom layout doesn't yet exist, then duplicate the standard layout. You can also duplicate any existing custom layout.

   Tip: You can configure multiple custom layouts for a search and select dialog box of a standard object. For example, you can display one version of the Contact search and select dialog box on the Edit Account page and a different version of the same Contact search and select dialog box on the Edit Opportunity page.

4. On the Edit Search and Select Dialog Box Layout page, configure both the search and table regions of the search and select dialog box.

   For example, select which fields to show and hide. You can also rearrange the fields in the search region by moving the fields up and down inside the Selected Fields pane.

   Note: Some fields that appear in the search region are grayed out. You can't remove these fields, but you can rearrange their order.If possible, avoid adding a parent/child pair of dependent fixed choice list fields to the search region, because the two fixed choice list fields operate independently at runtime.

5. For each field that appears in the search region, you can set these additional search options:

   • Set a default search operator, such as Equals or Contains.

   • Indicate if a search field is required.

   • Select the At Least One Is Required check box for two or more search fields to indicate that at least one of those fields is required.

After you configure the look of the search and select dialog box, you can optionally set default values that appear in the search region to users at runtime. You set default values in the creation page layout or details page layout of the object where the dialog box appears. See Prepopulate a Search and Select Dialog Box with Default Values for detailed instructions.