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.
  1. Unpublish or delete the rollup.
  2. Run a data cleanup job or wait for a scheduled full refresh job to complete.
  3. Follow the steps given in the Remove a Rollup from Adaptive Search topic to enable the rollup attribute for Adaptive Search.
  4. Select the object and publish it.
2 You want to change the attribute in a published rollup and abandon the previously used rollup attribute.
  1. Edit the rollup and change the attribute you used. Save your changes.
  2. Publish the rollup and run a full refresh.
  3. If it’s a custom attribute, remove the attribute from the object in Application Composer and publish the sandbox.
  4. Follow the steps given in the Remove a Rollup from Adaptive Search topic to enable the rollup attribute for Adaptive Search.
  5. Select the object and publish it.

Here's how you remove the rollup attributes from Adaptive Search:

  1. In the Setup and Maintenance work area, use the Configure Adaptive Search task:
    • Offering: Sales
    • Functional Area: Sales Foundation
    • Task: Configure Adaptive Search
  2. On the Configure Adaptive Search page, click Setup in the left navigation pane and click the Advanced tab.
  3. Under Advanced, expand Account > Account Rollup and select 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.
  4. To disable contact rollups, expand Contact > Contact Rollup and select Contact Rollup.
    • Unselect the Enable check box for the contact rollups you want to disable and save.
  5. Click Actions and select Partial Publish.
    1. On the Partial Publish window, select Account and Contact.
    2. 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.

    3. Click Publish.

      The publishing process begins. To monitor the progress, go to Monitor > Publish.

  6. Next, go to Configure UI.
  7. On the configure UI page, unselect Display in UI for the rollups you just enabled and save your changes.
  8. Next, publish the objects again.
    1. Click Actions and select Partial Publish.
    2. On the Partial Publish window, select Account and Contact.
    3. 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.

    4. Click Publish.

      The publishing process begins. To monitor the progress, go to Monitor > Publish.

    Rollups are disabled from Adaptive Search.