Including Custom Fields in Global Search
Global searches generally include only record name and ID fields. Global searches return records that have name or ID field values that match the entered keywords. Some custom values also may be indexed for global search.
Global search settings for custom records and custom fields are configured separately. Therefore, you can disable global search on a custom record but allow it on a custom field.
Custom field types that can be indexed for global search are:
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CRM
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Entity
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Item
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Transaction Body
To index a custom field type to be included in global search, a user with permission to edit or create custom fields must check the Global Search box on the custom field configuration record. By default, the Available for Global Search box is not checked for new custom fields.
Global search indexing is available for the following data types, when the Store Value box is checked:
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Currency
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Decimal Number
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Email Address
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Free-Form Text
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Help
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Hyperlink
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Inline HTML
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Integer Number
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Percent
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Phone Number
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Text Area
Global search results that include multiple record types include a Custom Fields column that lists the custom field name and value for each matching record.
By default, global search results that include a single record type do not include columns for custom fields. Therefore, you may not see matching custom field values on the results page.
For more information about custom fields, see Creating a Custom Field.
You cannot index a custom field for global search if None is selected for any Level for Search/Reporting option on the Access subtab of the custom field record.