On an advanced search or saved search page, you can select the following to display in search results: the selected record type's fields, related record types' join fields, and formulas. For some types of searches, you also can define values from attached files to display as results columns.
If you include a Multiple Select field in the results of a saved search, there is a 4000 character limit on the values that can be displayed for the field.
To add a field from the selected record type to be shown in results:
Select the field from the Field dropdown list and click Add. (The fields are listed in alphabetical order.)
You can add multiple fields at the same time by clicking the Add Multiple button to open a popup. In the popup, select multiple fields, holding down the Ctrl key and click the Add button. (Fields appear in the results list in the same order you selected them in the popup.)
For a transaction search, adding a field that has multiple values for one record causes that record to occur multiple times in the search result. Also, if results include a record with a link type that has multiple values for that record, duplicates occur in results, even if the link type field is not included as a search results field.
For custom transaction body fields, if the Log System Notes on Update Only preference is not set, and you have the View access level to a field, the default value of your custom transaction body field is displayed in system notes fields 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:
Select the related record type in the Field dropdown list.
In the popup that appears, select the Join field from a Field dropdown list.
For a list of related record types with join fields available for each record type search, see Related Records Fields Available for Advanced Searches.
To define a formula used to calculate values shown in results:
Select a Formula option from the Field dropdown list.
In the Formula column, click the Set Formula button to open a popup where you can enter a formula expression.
For more information, see Formulas in Search.
To select a field from an attached file to be displayed with results:
Select File Fields... in the Field dropdown list.
In the popup that appears, select a field from the File Field dropdown list.
For more information, see Searching by File Attachments.
- 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