Prepopulate a Search and Select Dialog Box with Default Values
Configure a search and select dialog box to display default values in the search region where users enter search criteria at runtime. You can also set default operators, such as Starts with, End with, and Equals.
Prepopulating a search and select dialog box per page layout replaces the saved search capability that was available in previous releases.
To set default search values in search and select dialog boxes:
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In Application Composer, select the object that displays the dynamic choice list field, whose search and select dialog box you're configuring.
For example, the Primary Contact dynamic choice list field appears on the Edit Account page. To set default values for that field's Contact search and select dialog box, go to the Account object.
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Expand the object's tree structure and click the Pages node.
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On the Application Pages tab, go to either the creation page layout or details page layout for the object, and edit the region where the dynamic choice list field appears.
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All dynamic choice list fields that appear in this region are displayed in a table. Find the search and select dialog box that you want to set default values for, and click the Edit icon under Default Search Value.
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In the Layout field, select the search and select dialog box layout that you want to set default values for.
Tip: You can configure multiple custom layouts for a search and select dialog box for 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. -
For each field that appears in the search region, you can set these search options:
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Set a default search operator, such as Equals or Contains.
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Indicate the value type of the value that you're entering as a default:
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Expression
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Literal value
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Object field
The value of an object field comes from the source object. In our example of the Contact search and select dialog box that is launched from the Edit Account field, the object field you select here is from the Account object record.
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Enter the default search value.
Note: The search and select dialog box prepopulates with default values only if there are no user-entered values. The dialog box overrides any prepopulated values with the search criteria that your users enter. -
If you don't want the default search value to be changed at runtime, click the Read Only check box.
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If you would like different default search values to display for the Contact search and select dialog box on the Edit Opportunity page, then go to the Opportunity object > Pages node and follow the same procedure again.