Enable Business Objects for Adaptive Search

Enabling a business object builds a search index and makes the object available for Workspace, enables navigation from the business object icon to the work area powered by Adaptive Search, and makes the object available for Global Search, REST web services, and Workspace infolets.

How Adaptive Search is used varies by object. Some objects are available through REST web services only. For more details, see Overview of Adaptive Search. Here's how to enable business objects for Adaptive Search.

  1. In the Setup and Maintenance work area, open the Configure Adaptive Search task:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Show: All Tasks

    • Task: Configure Adaptive Search

    Note: If this is your first time configuring Adaptive Search, 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.
  2. On the Configure Adaptive Search page, click the Setup tab.

  3. On the Setup tab, Quick subtab, select the objects you want to enable for Adaptive Search:

    • Account

    • Activity

    • Asset

    • Case - (available only in Adaptive Search REST API)

    • Campaign

    • Competitor - (this unique object doesn't have a list page of its own in Workspace)
    • Contact

    • Deal Registration

    • HR Help Desk Request - (available only in Adaptive Search REST API)

    • Installed Base Asset- (available only in Adaptive Search REST API)

    • Internal Service Request - (available only in Adaptive Search REST API)

    • Lead

    • Opportunity

    • Partner

    • Partner Contact

    • Product (available only in Adaptive Search REST API)

    • Product Group (available only in Adaptive Search REST API)

    • Quotes and Orders

    • Quote and Order Line

    • Revenue Lines
    • Service Request

    • Territory

    • Work Order (available only in Adaptive Search REST API)

    Enabling an object enables any custom child objects and any custom fields you created. Not all the objects are sales objects. Partner and Partner Contact are only pertinent for Partner Relationship Management. HR Help Desk Request, Internal Service Request, and Service Request are specific to Fusion Service. The Case, HR Help Desk Request, Installed Base Asset, Internal Service Request, Product, Product Group, and Work Order objects can be enabled for REST web services only.

    Note: Making the selection on the Quick tab enables the default search configuration. Use the Advanced tab to modify search behavior and to enable custom objects.
  4. By default, the objects you enable on the Quick subtab are enabled in all the UIs that use Adaptive Search as well. You can disable objects from appearing in those UIs using the Configure UI and Configure Global Search tabs, but keep them available for REST web services.

  5. Click Publish.

    Your action runs an indexing process and an hourly index refresh for the objects you selected. You can monitor the progress of the indexing process on the Monitor tab. The process can take several minutes to complete, depending on your data volume.

    Note: You can choose to publish only those objects for which you have changed the configuration. This avoids having to perform a full publish every time a configuration change is done, thus saving a lot of time.
  6. Click the Monitor tab and 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.