Overview of Optional Setup for Adaptive Search
Setup Assistant enables the Adaptive Search configuration provided by Oracle for the objects that you selected. In this chapter, you learn about optional setups for Digital Sales and CX Sales UIs: how to make additional keywords available for search in both UIs, for example. And you learn how to restrict the number of objects searchable by Global Search, which is available in CX Sales only.
For additional advanced configuration and for information on how to configure search in individual work areas, see the Adaptive Search and Workspace chapter in the Implementation Reference guide.
Here's a list of optional tasks that you can use to configure the way search works in your application:
|
Step |
Applies To |
Description |
Navigation |
Where to Get More Details |
|---|---|---|---|---|
|
1 |
Both Digital Sales and CX Sales |
By default, Adaptive Search is configured for keyword search on all the important fields. However, you can make additional fields searchable both in Digital Sales UIs and in CX Sales UIs, including global search and Workspace. |
|
See the topic: Make Additional Fields Searchable |
| 2 | Digital Sales | Configure the list of values that use Adaptive Search, called Smart Pickers. | Configuration done in Application Composer and in VB Studio. |
See "Configure the Adaptive Picker" in the Oracle Fusion Cloud Sales Automation Extending Digital Sales (Next Gen Sales) guide. To access this guide, contact your Oracle representative. . |
| 3 |
Digital Sales and CX Sales |
Configure what shows up in list of prioritized recent items, called Smart Lists. For example, you can specify how long to keep the items in smart lists if they aren't acted on and how frequently the lists are refreshed. |
See the topics: |
|
|
4 |
CX Sales |
For Global Search, a feature available only in CX Sales, you can restrict the number of the objects that can be searched. By default, all of the objects you enabled in Adaptive Search are automatically searchable from the Global Search box at the top of the page. If you enabled the Partner object, for example, a salesperson searching for the name "Pinnacle", gets both the accounts and partners named Pinnacle. |
|
See the topic: Configure Global Search Scope and Display of Search Results |
|
5 |
CX Sales |
Optionally, you can configure the way the global search UI appears to salespeople by creating your own configuration for CX Sales. For example, you can change which suggestions display when you click in the search box and which objects get displayed in search results by default. |
|
See the topics: |