1. How do I configure Adaptive Search?
  2. Overview of Adaptive Search Setup

Overview of Adaptive Search Setup

Here's a summary of the core setup steps for enabling and configuring Adaptive Search.

You must have the Application Implementation Consultant job role to complete the setup.

When you enable business objects for Adaptive Search or change the way search is implemented, you must run one of the publish processes (either a Full Publish or a Partial Publish) for the changes to take effect. Other setups take immediate effect.

Step

Description

Where to Get More Details

1

You can enable Adaptive Search for the standard sales objects when you run the Setup Assistant.

Running the Setup Assistant runs the Full Publish process and schedules required indexing processes at the recommended intervals.

The Setup Assistant uses the standard search configuration provided by Oracle.

2

If you didn't use the Setup Assistant to enable search, or if you're adding new objects, then open the Configure Adaptive Search task in Setup and Maintenance and select the objects to enable on the Setup Quick tab.

3

You can specify which fields you want to include in searches of objects and their related objects.

Oracle includes the key standard fields, so you can skip this step if you haven't created custom fields and objects. You must configure search on custom fields and objects.
4

Publish the search configuration by selecting Action > Full Publish on the Setup tab.

If you've run a full publish and you've added new objects or just changed the configuration, then you can save time by running a Partial Publish.

You can monitor the progress of these processes on the Monitor > Publish tab.

5

You can configure search filters on the Configure UI tab of the Configure Adaptive Search page. You can:

  • Specify which fields can be used as filters in UI searches and for display in search results.

  • Define groupings of filter values for use during search.

    For example, you can break down opportunities by revenue ranges: 0 to 10,000, 10,000 to 100,000, 100,000 to 500,000, and 500,000 and up.

6 Salespeople can use the Sales Dashboard to search across all the different sales objects.

Standard objects are already enabled for this new version of the classic Global Search.

However, you must enable the search for custom objects.

 Enable Custom Object Search in the Sales Dashboard

7

You can create and share saved searches for different roles in the organization.

Saved searches can be used to create visualizations and tables for the Sales Dashboard.

 Overview of Saved Search Setup