Overview of Global Search Setup
In update 21A, Oracle switched to using Adaptive Search technology for global search. You must complete the Adaptive Search setup described in the Adaptive Search and Workspace chapter before configuring global search.
If you see the global search box at the top of the page and you configured Adaptive Search, the new global search works without additional setup. However, you may still want to make some of the configuration changes outlined here.
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Step |
Description |
Navigation |
Where to Get More Details |
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1 |
Check to see if the global search box appears at the top of the page. If it doesn't, you can display it by setting the profile Global Search Enabled to Yes. |
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See the topic: Display the Global Search Box in the UI. |
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2 |
You can restrict the number of objects that can be searched using global search and specify which fields display for each record in the search results. By default, all of the objects you enabled in Adaptive Search are automatically searchable from the global search box at the top of the page. |
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See the topic: Configure Global Search Scope and Display of Search Results |
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3 |
Optionally, you can change the way the global search UI appears to salespeople by creating a custom configuration. For example, you can change which suggestions display when you click in the search box and which objects get displayed in search results by default. If you're an existing customer and you created a custom configuration in the past, your configuration still works even if you created it before the switch to Adaptive Search. |
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See the topics:
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4 |
You can make additional fields searchable using global search by setting the Include in Keyword Search option. Restriction: Because they're Personal Identifiable Information
(PII), you can't make contact email addresses and phone numbers available
for search using global search.
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See the topic: "Make a Field Searchable in Workspace and Global Search" in the Adaptive Search and Workspace chapter. |