Enhanced Redwood Person Search
Redwood Quick Action person searches and Person Spotlight Advanced Search have been enhanced with these features for better user experience:
- Support for Search Views configuration
- Sorting options available easily on the results page instead of the filters panel.
- New manager-related filters:
- Working as Manager: Allows you to filter people working as a manager. The filter displays workers who have the working as manager flag enabled or disabled.
- Manager Filters group: Allows you to filter people using the relationship type between the manager and employee. The filter displays workers that have the specified relationship with their manager.
These enhancements provide a configurable, easier to use, and a more capable user experience.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- Review the search views for the person search pages by navigating to My Client Groups > Search Views quick action in the Data Exchange section.
Access Requirements
- Access to the search pages powered by the search views configurations doesn't require any extra security setup.
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To manage the search views for the person search pages, you need the HRC_MANAGE_SEARCH_VIEWS_PRIV privilege. This privilege provides access to the Search Views admin page.