Configure Adaptive Search and Workspace

Oracle Adaptive Search and Workspace is required for Sales in the Redwood UX. The Setup Assistant enables the Adaptive Search configuration provided by Oracle for the objects that you selected when running the assistant. You can use the steps in this topic to change the objects that are enabled.

Enabling a business object:

• Builds a search index and makes the object available for Workspace.
• Enables navigation from business object icons to work areas that use Adaptive Search.
• Makes the object available for Global Search, REST web services, and Workspace infolets.

Select Which Business Objects Are Enabled for Adaptive Search

Here's how to change the business objects using Adaptive Search and Workspace:

1. In Setup and Maintenance, go to: Sales offering > Sales Foundation functional area > Configure Adaptive Search task.
2. In the Configure Adaptive Search page, click the Setup tab.
   Note: If this is the first time Adaptive Search is being configured, then, with the Sales Foundation functional area selected, click Actions and then select Change Feature Selection from the list. In the Edit Features: Sales Foundation page, click Enable for Configure Adaptive Search and click Done.
3. In the Setup tab, Quick subtab, select the objects you want to enable or disable.
4. Click Publish.
5. Click the Monitor tab and then click the Publish subtab to monitor the process.

   After the process completes with a status of succeeded, the Workspace icon appears on the home page. If the process completes with errors, contact your help desk.

Other Things You Can Configure for Adaptive Search

Here are some additional configurations:

• Configure the list of values that use Adaptive Search, called Smart Pickers. See Configure the Picker.
• Configure what shows up in list of prioritized recent items, called My Lists or "smart lists". For example, you can specify how long to keep the items in smart lists if they aren't acted on and how often the lists are refreshed.

  See Overview of My Lists and Change the Behavior of My Lists for more information.