Overview of Optional Setup for Adaptive Search
In this chapter, you learn about optional setups: how to make additional keywords available for search in both classic and Redwood UIs, for example. This chapter assumes you've completed the steps outlined in the playbook How do I configure Adaptive Search? first. If you use Setup Assistant for your initial setup, it enables the Adaptive Search configuration provided by Oracle for the objects that you selected.
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:
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Step |
Applies To |
Description |
Navigation |
Where to Get More Details |
|---|---|---|---|---|
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1 |
Both Redwood and Classic Sales |
By default, Adaptive Search is configured for keyword search on all the important fields. However, you can make additional fields searchable both in Sales for Redwood UIs and in Classic Sales UIs, including global search and Workspace. |
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See the topic: Make Additional Fields Searchable |
| 2 | Sales for Redwood | Configure the list of values that use Adaptive Search, called Smart Pickers. | Configuration done in VB Studio. |
See the topic Configure the Picker . |
| 3 |
Sales for Redwood and Classic 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 topic: Change the Behavior of the Show Smart List Filter |
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4 |
Classic Sales |
For Global Search, a feature available only in Classic 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. |
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See the topic: Configure Global Search Scope and Display of Search Results |
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5 |
Classic Sales |
Optionally, you can configure the way the global search UI appears to salespeople by creating your own configuration for Classic 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. |
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See the topics: |