About Search and Select Dialog Boxes

A search and select dialog box is a quick way for your end users to look for records at runtime. For example, your users may need to assign solutions to service requests, but what if your company's knowledge base has over 1,000 solutions?

Scrolling through 1,000 records to find the right solution is impossible. Instead, users can leverage a search and select dialog box to enter search criteria (for example, all solutions relating to a particular product) to easily find what they're looking for. And, if your users don't find what they need in the search results table, then they can also create a new record by clicking the Create button.

You can configure search and select dialog boxes for both custom objects, and most standard objects.

A search and select dialog box includes two regions that you can configure:

  • A search region where your users can enter search criteria

  • A search results table where your users can review the search results and select a record

    Note: You can add dynamic choice list fields to the search results table, but for optimal performance, users can't sort on those columns at runtime. Also, fixed choice lists added to the Search and Select dialog box may appear wider than other fields.

Your users can launch search and select dialog boxes from two areas:

  • From a dynamic choice list field, commonly referred to as a list of values.

  • From a subtab.