Selecting Fields to Display in Search Results
On an advanced or saved search page, you can select which record fields, join fields, and formulas to show in results. For some searches, you also can set values from attached files to display as results columns.
If you add a Multiple Select field to saved search results, there's a 4000 character limit for that field's values.
To add a field from the selected record type to the results:
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Select the field from the dropdown list and click Add. (Fields are in alphabetical order.)
To add multiple fields at the same time, click Add Multiple to open a popup window. Select the fields you want (holding down the Ctrl key), then click Add. Fields appear in the results in the order you selected them.
In a transaction search, if you add a field with multiple values for a record, that record shows up multiple times in the result. The same happens with link types, even if you don't add the link type field to the results.
For custom transaction body fields, if the Log System Notes on Update Only preference isn't set and you have View access level to a field, the field's default value shows in system notes when you create a transaction search. For more information, see Searching System Notes.
To define a join field value from a related record type to be shown in results:
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Select the related record type in the Field dropdown list.
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In the popup window, select the Join field from a Field dropdown list.
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Click Add.
For a list of related record types with join fields for each record type search, see Related Records Fields Available for Advanced Searches.
To define a formula used to calculate values shown in results:
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Select a Formula option from the Field dropdown list.
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In the Formula column, click Set Formula to open a popup window where you can enter a formula expression.
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Click Add.
For more information, see Formulas in Searches.
To select a field from an attached file to be displayed with results:
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Select File Fields... in the Field dropdown list.
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In the popup window, choose a field from the File Field dropdown list.
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Click Add.
For more information, see Searching by File Attachments.
Related Topics
- Search Results Display Options
- Entering Custom Labels for Search Results Columns
- Defining Summary Types to Roll Up Search Results
- Using When Ordered By Field for Search Results
- Showing Totals in Search Results
- Applying Functions to Search Results Columns
- Defining Order and Overall Formatting for Search Results