Configure Default Search on Standard Subtabs for Opportunities

You can add default search criteria to standard subtabs for opportunities so that your salespeople can more easily find the subtab data that's relevant to their daily activities.

When a user opens the subtab at runtime, the records displayed are automatically filtered using the search criteria you added. Users can change the default search value, but they can't change the default search field. They can, however, further refine their search by adding additional search fields and values at runtime.

Adding a default search filter to a subtab is optional. If you skip this step, then no search fields are automatically added to the subtab, but users can still see the search region and perform their desired search.

Use this procedure to add a default search filter field, operator, and value for the Leads subtab search on the Edit Opportunity page.

Note: You can select only one default search filter for each subtab. When adding a default search filter to standard subtabs, the search filter applies to all existing details page layouts with this subtab. Let's say you add a search filter to the Lead subtab on an Opportunity details page layout. This means that the same search filter is added to the Lead subtab on an Account details page layout.

Sign in as a sales administrator or as a setup user.
Activate a sandbox.
Navigate to Application Composer.
In the navigation tree, expand Standard Objects, expand Opportunity, and click Pages.
Ensure that the Application Pages tab is selected.
In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the Duplicate icon.
Type a new layout name and click Save and Edit.

The Details Layout page appears.
In the Subtabs Region, highlight Leads and click the pencil icon.
From the Configure Detail Form page region, go to the Configure Summary Table: Search Region.
Select the default search filter you want to apply to the Leads subtab.

You can select from a list of both standard and custom Lead fields. Note that you can't pick dynamic choice list fields, set ID-based fixed choice list fields, and any fields that aren't searchable. Also, if this subtab was added based on a many-to-many (M:M) relationship, then you can select from only those intersection object fields that are already displayed on the subtab.

For example, you want to create a search filter to search for all qualified leads for an opportunity. Select Status from the drop-down list and select Equals as the operator and then select the Qualified check box.
Click Done and ensure that the layout status for your Leads subtab layout is set to Active.
Test the changes: Navigate to Sales > Opportunities as a user with access to the opportunity pages, for example, as a salesperson. Edit an opportunity and confirm that the data that displays on the Leads subtab includes only qualified leads.
Publish the sandbox.