Configure a Search and Select Dialog Box for Custom Objects

Application Composer automatically creates a search and select dialog box when you create a set of application pages for a custom object. You can then configure and reuse that dialog box wherever you want to associate the custom object with another object.

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

  1. In Application Composer, navigate to the Application Pages tab for a custom object.

  2. Click Create Default Pages if you haven't yet created the set of application pages for a custom object.

    See Create Application Pages for Custom Objects.

  3. On the Application Pages tab for the object, go to Reusable Region and edit the Default custom layout. You can also duplicate an existing custom layout.

  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: 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.