Remove a Rollup from Adaptive Search
To remove a rollup from being a search criterion in Digital Sales, you must remove the rollup attribute from Adaptive Search.
This table covers the scenarios and the course of action you must take for removing the rollups as search options:
Scenario# | Scenario | Required Action |
---|---|---|
1 | You want to unpublish or delete a rollup and abandon the corresponding rollup attribute. |
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2 | You want to change the attribute in a published rollup and abandon the previously used rollup attribute. |
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Here's how you remove the rollup attributes from Adaptive Search:
- In the Setup and Maintenance work area, use the Configure Adaptive
Search task:
- Offering: Sales
- Functional Area: Sales Foundation
- Task: Configure Adaptive Search
- On the Configure Adaptive Search page, click Setup in the left navigation pane and click the Advanced tab.
- Under Advanced, expand Account Rollup.
You can see all the account and hierarchy rollups.
- Unselect the Enable check box for the account and hierarchy rollups you want to disable and save.
and select - To disable contact rollups, expand Contact Rollup.
- Unselect the Enable check box for the contact rollups you want to disable and save.
and select - Click Actions and select Partial
Publish.
- On the Partial Publish window, select Account and Contact.
- Click Proceed with Partial Publish.
On the Partial Publish window, the Account and Contact objects are shown as selected under the Existing objects to republish header.
- Click Publish.
The publishing process begins. To monitor the progress, go to
.
- Next, go to Configure UI.
- On the configure UI page, unselect Display in UI for the rollups you just enabled and save your changes.
- Next, publish the objects again.
- Click Actions and select Partial Publish.
- On the Partial Publish window, select Account and Contact.
- Click Proceed with Partial Publish.
On the Partial Publish window, the Account and Contact objects are shown as selected under the Existing objects to republish header.
- Click Publish.
The publishing process begins. To monitor the progress, go to
.
Rollups are disabled from Adaptive Search.