Configure Resource Search

You can configure resource search, enabling users to search and associate a resource as an owner or a team member to a business object, such as account, contact and opportunity.

Setting up the resource search involves:

• Creating a dynamic page layout for the resource object

• Configuring the resource picker

Creating a Dynamic Page Layout for the Resource Object

To create a dynamic page layout for the resource object:

1. Ensure that you're working in an active sandbox.

2. Navigate to Application Composer.

3. Under the Objects navigation tree, expand the tree structure for the Resource object.

4. Click the Pages node.

5. Select the Application Pages tab.

6. In the Search and Select Dialog Layouts region, create a custom layout.

7. Click the link for the custom layout name you created and set up the fields.

   • To set up the fields in the search region:

     1. Click the edit icon next to Search Region.

     2. In the Configure Search Region area, select the fields that should appear in the search region. Optionally, you can set the default operator for the fields in the search region and set the fields as required.

     3. Click Save and Close.

   • To set up the fields in the search results:

     1. Click the edit icon next to Search Results.

     2. In the Configure Detail Form area, select the fields that should appear in the search results.

     3. Click Save and Close.

   • Test the changes and publish the sandbox according to your company's business practices.

Configuring the Resource Picker

To configure the resource picker:

1. Ensure that you're working in an active sandbox.

2. Navigate to Application Composer.

3. Under the Objects navigation tree, expand the tree structure for the required object, such as Account.

4. Click the Pages node.

5. Select the Application Pages tab.

6. In the Details Page Layouts region, navigate to the link for your custom layout if it already exists, otherwise create a new custom layout.

7. Click the link for the custom layout name.

8. In the Subtabs Region, click the required subtab, such as Profile, and click the edit icon next to Summary.

9. In the Configure Detail Form region, click the edit icon next to the Owner field or any custom dynamic choice list field you have added.

10. Based on your requirements, you can set the default value for the fields. You can also set the fields as read-only.

11. Click OK.

12. Click Save and Close.

13. Test the changes and publish the sandbox according to your company's business practices.