Set Up Adaptive Search
The Partner Finder application uses the Adaptive Search functionality through REST API to provide an efficient search and filter capability.
Enable Adaptive Search
First, you must enable Adaptive Search. Next, you must enable the Partner object for Adaptive Search. If you have already done this, then you can skip straight to configuring your display, search, and filter attributes.
For more information, see the Enable Workspace and Other Features That Use Adaptive Search topic in the Implementing Sales documentation.
Configure Display, Search and Filter Attributes
To run the default Partner Finder, configure the display, search, and filter attributes in Adaptive Search.
-
Display attributes are shown in the Partner Card in the Partner Finder Search Results page.
-
Search attributes can be used to search for a partner in the Partner Finder page.
-
Filter attributes can be used to filter the partners in the Partner Finder Search Results page.
For more information about configuring these attributes, see the Search Setup section of the Adaptive Search and Workspace chapter in the Implementing Sales documentation.
Use the below table as reference to make the required configurations for these Adaptive Search settings:
-
Enable: You must enable an attribute if you want that attribute to be available in the partner search, filter, or results card.
-
Analyzed Text Search: This is required to enable attributes to be searched as individual words during partner search.
-
Include in Keyword Search: This is required for attributes to be enabled for partner search.
|
Functional Name |
Object/Attribute Name |
Enable (Adaptive Search Configuration) |
Analyzed Text Search (Adaptive Search Configuration) |
Include in Keyword Search (Adaptive Search Configuration) |
|---|---|---|---|---|
|
Partner Name |
Partner/Organization Name |
Yes |
Yes |
Yes |
|
Partner Number |
Partner/Partner Number |
Yes |
Not applicable |
Not applicable |
|
Partner Status |
Partner/Status |
Yes |
Not applicable |
Not applicable |
|
Partner Tier |
Partner/Tier |
Yes |
Not applicable |
Not applicable |
|
Partner Type |
Partner/Partner Types |
Yes |
Yes |
Yes |
|
Partner Type |
Partner/Partner Types/Partner Type |
Yes |
Yes |
Yes |
|
Partner Country |
Partner/Primary Address |
Yes |
Yes |
Yes |
|
Partner Country |
Partner/Primary Address /Address/Country |
Yes |
Yes |
Yes |
|
Partner City |
Partner/Primary Address |
Yes |
Not applicable |
Not applicable |
|
Partner City |
Partner/Primary Address /Address/City |
Yes |
Not applicable |
Not applicable |
|
Partner Location |
Partner/Primary Address |
Yes |
Yes |
Yes |
|
Partner Location |
Partner/Primary Address /Address/Address |
Yes |
Yes |
Yes |
Test Your Search Settings
After configuring the display, search, and filter attributes, you can test your adaptive search setup in the Oracle CX Sales Workspace UI by searching for partners.