Highlighting Search Results

Saved searches let you highlighting rows to draw attention to selected results. You can highlight individual rows that meet certain conditions, or highlight grouped results like counts, sums, or averages.

Available highlighting options include:

Images
Text colors
Background colors
Bold text
Description for a highlighting legend in the results page.

For information about highlighting search results, see:

To apply highlighting to search results:
Conditions for Highlighting
Summary Highlighting
Adding a Legend to Highlighted Search Results

To apply highlighting to search results:

On the saved search page, click the Highlighting subtab.
On the Highlight If or Highlight If (Summary) subtab, click the Set Options icon next to the Condition field to open a popup window.
- To use expressions in the condition filters, check the Use Expressions box. For information, see Using Expressions in Search Criteria.
- For summary results, choose from the Summary Type dropdown list. This selection must match the summary type you set on the Results subtab.
In the popup, select a field or a formula to use as the filter for highlighting.
- To filter using a field from the selected record type:
  - Select the field from the Filter dropdown list.
  - Click Set Options to open a popup where you can enter a value and search logic (if available) for the filter.
- To use a formula as a filter:
  - Select a Formula option from the Filter dropdown list.
  - Click Set Options to open a popup where you can enter the formula.
  - For more information about search formulas, see Formulas in Searches.
- To use a join field from a related record type as a filter:
  - Select the related record type in the Filter dropdown list.
  - In the popup, select the join field from the Filter dropdown list.
  - In the next popup, enter a value and search logic (if available) for the filter.
  - For a list of related record types with join fields available for each record type search, see Related Records Fields Available for Advanced Searches.
Repeat step 3 for each filter you need. When you have added all filters, click the Set button in the popup.
To use an image for highlighting results, select one from the Image dropdown list, or click the icon next to it to choose from the Icon Picker popup.
To change the text color of results that meet the condition, click the Select Color icon in the Text Color column.
To change the background color of results that meet the condition, click the Select Color icon in the Background Color column.
To bold text for results that meet the condition, check the Bold box.
To add a legend to the footer, enter a description for this highlight condition. For more information about legends, see Adding a Legend to Highlighted Search Results.
Click Add.
Repeat steps 2–10 for each highlighting condition you need.
Click Save.

Conditions for Highlighting

You select the result rows to highlight by setting conditions on the Highlighting subtab of a saved search. You can add multiple conditions for each saved search, each with its own highlighting options. A condition has one or more filters. If a result matches any of them, it is highlighted using the options you set.

For example, you could highlight all customers in San Francisco with a balance greater than $5000 in green, and customers in San Diego with a balance over $5000 in blue.

A row can match more than one highlight condition. If that happens, what you see depends on the order. The first condition has the highest priority, and if it doesn't use all highlight options (Image, Text color, Background color, Bold) the next matching condition fills in the rest. If there are multiple conditions, the search results will be highlighted using the order of the conditions. For example, if a search result is a row with the following values.

Name

Email

Adam

No@example.com

For this example, the user sets up conditions in this order:

Name starts with ‘X’, Background Color is ‘Black’, Bold is ‘None’, Text Color is ‘White’, and Image is ‘None’.
Name starts with ‘A’, Background Color is ‘Green’, Bold is ‘None’, Text Color is ‘None’, and Image is ‘None’.
Email starts with ‘N’, Background Color is ‘Red’, Bold is ‘Y’, Text Color is ‘None’, and Image is ‘None’.

The first condition doesn't match, but the second one does, so the background is green. The third condition also matches (Email starts with N), so the row would be red. However, the criteria in the second condition takes priority. The ‘Bold is Y’ part of the third condition is a match, so it adds bold text.

Highlighting Using Greater Than or Magnitude Greater

‘Greater Than’ highlights one period only, while ‘Magnitude Greater Than’ highlights both periods compared. For example, if you compare sales for this period to last period and you use the ‘Magnitude Greater Than’ as follows:

Highlight if = Magnitude Greater Than | Threshold = ‘amount’ | Period = All | Background Color = ‘color’.

The result for both periods are highlighted. But if you use ‘Greater Than’, in this example it will highlight the results for ‘This Period’.

Summary Highlighting

If you've defined a summary type for a field, you can highlight grouped results for it in the Highlight if... (Summary) sublist in the Highlighting subtab. Available summary types include count, sum, minimum, maximum, and average.

For example, you can highlight customers with total sales over $100,000 in red if you use a summary type of Sum for the Net Amount field for a saved sales transactions search.

Adding a Legend to Highlighted Search Results

You can add a legend to highlighted results to make them easier to read.

To add a legend to highlighted search results:

On the saved search page, click the Highlighting subtab.
For each condition, add a description in the Description field.

For example, if you highlight customers with the 504 area code in yellow, use ‘504 area code’ as your description.
When you've entered the description, click Done.
Click Save.