Supported Objects and Predefined Fields for Group By

Here are the supported objects and the associated predefined fields that are available for display as filters for your Group By search.

This list contains the standard predefined configuration but you can specify field values for display as a filter in your Group By search by going to the Configure Adaptive Search > Configure UI > Enable for Group By.

Fields in parentheses represents the associated Adaptive field attribute.

Business Object

Fields Enabled for Group By

Account

  • Industry (PrimaryIndustry)

  • Type (SalesProfileType)

  • State - from the Primary Address (PrimaryAddress.State)

  • Account Score (AccountScore)

Activity

  • Type (ActivityTypeCode)

  • Priority (PriorityCode)

  • Status (StatusCode)

  • Primary Contact (PrimaryContactId)

Asset

  • Account (Account)

  • Product (Product)

  • Product Group (ProductGroup)

Contact

  • Account (PrimaryAccount)

Lead

  • Status -Unqualified, Qualified, Converted, Retired (StatusCode)

  • Lead (Score)

  • Lead Rank -Hot, Warm, Cold (Rank)

  • Week - on lead creation date (CreationDate)

Opportunity

  • Win Probability (PrimaryRevenue.WinProb)

  • Month - on close date (EffectiveDate)

  • Close Date
  • Sales Stage
  • Account (CustomerAccount)

Partner

  • Tier (TierId)

  • Partner Type (ListOfPartnerTypes.AttributePk2)

  • Status (Status)

Partner Contact

  • Partner (Partner)

Quote and Order Line

  • Account (Account)
  • Opportunity
  • Product Name

Quotes and Orders

  • Account (Account)
  • Opportunity

Revenue Lines

  • Account
  • Close Date
  • Win Probability

Service Request

  • Severity (SeverityCd)

  • Status (StatusCd)

  • Queue (Queue)

  • Product (InventoryItemId)

  • Category Name (srCategoryID)