Overview of Configuring Resource Search

You can configure resource search according to your business needs. You can:

  • Create dynamic, role-based picker layouts

  • Show or hide standard fields for search

  • Show or hide results sections

  • Re-arrange fields in the search and result sections

  • Define default values for search fields

  • Mark certain fields as required or read-only

Salespeople can use the resource search tools you have configured to search and associate other resources with the relevant business objects. Salespeople can search using the custom fields and view custom fields in the search results, allowing them to find and select the right resource records.

You can also configure custom dynamic choice lists for the Resource object that are similar to the predefined search tools.

Note: Prior to Oracle Cloud Applications Release 13, Update 18C, different styles of resource search tools existed across different sales object flows. From Update 18C, there is a single, unified search tool for the Resource object, which you can configure, although specific capabilities might differ. For example, auto-suggest isn't supported in resource search criteria for the organization field.

For procedures detailing how to extend the search, see the Configuring Applications Using Application Composer guide.