Set Up Search Results in Groups

To display search results in groups based on the specific fields on the object or related objects, you must set the Enable Group By in Workspace parameter to Y.

When the parameter is enabled, salespeople can view an overview of the number of records in each Grouped By grouping and can search and filter records within these groupings. They can also view aggregates such as count, average, and sum of values on the records of each group.

Enable Group By in Workspace Parameter

Here's how to set the Enable Group By parameter.

1. Click Navigator > My Enterprise > Setup and Maintenance.

2. In the Setup and Maintenance work area, go to:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Configure Adaptive Search

3. On the Configure Adaptive Search page, click the Parameters tab.

4. Highlight the Enable Group By and click Edit.

5. In the Warning message, click Yes.

6. In the Current Value field, change the value from N to Y and click Save and Close.

Specify Fields to Use for Group By

Here's how to specify field values for display as a filter in your Group By search.

1. Sign in as a setup user.

2. Navigate to the Setup and Maintenance work area, and use:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Show: All Tasks

   • Task: Configure Adaptive Search

   The Configure Adaptive Search page appears.

3. Click the Configure UI tab.

4. Select the object where you want to set up field values for your Group By search in the left pane of the tab. You may have to open up the object hierarchy. The fields for the object display in the Configure fields pane on the right as highlighted in the sample screenshot.

   

5. Select the Enable for Group By option for the fields you want to enable for use as a Group By search in the UI.

   Note: Ensure that the Display in UI option is also selected

6. Click Save and Close.

7. Sign out and then sign in again to see your changes.

No publishing is required. The changes you made are reflected in the Workspace UI for the Group By field drop down lists for the selected object.

Note: If you decide to turn off the Enable for Group By option, any saved searches you created will continue to work but won't have the group by functionality. However, if you decide to enable the group by feature again and if you didn't make any changes to your saved searches, then the group by feature will continue to function for your saved searches. If the Enable for Group By parameter is disabled and you update an existing saved search that has the group by option, then the saved search will be updated as a saved search without group by.