How to Customize Search Fields

Being able to customize your search fields means you have control over what criteria you can to search for in your application. Billing Platform will have search fields in place by default in a new instance, should you wish to change these fields, follow the instructions in this tutorial.
Note: To perform these steps you may need a higher level of permission, contact your system administrator if you need higher access.

Step 1. Locate the Entity You Would Like to Change

Under the setup tab in the left side menu in the Develop node, there is a link entitled "Entity", select this to display a list of entities in your system. Within this list either browse or use the search utility to find the entity you would like to change. The list will look similar to below.

An entity is an umbrella term for a section of your application. For example, the section for your account would be an entity called "ACCOUNTS". For more information, please read the How to Customize an Entity article.

Step 2. Find the Appropriate Layout

After you select the correct entity, select the "Layouts" link below it. The next screen will show you a list of available layouts for your entity. It will look similar to below.

For the purpose of this tutorial select the "SEARCH" layout type. This will show the screen where you may begin editing your fields.

Step 3. Edit the Necessary Fields

By selecting the edit button, you will be able to change the searchable items, the label you would like displayed on the search form, and the fashion in which you would like to search by. Select each cell from the table to change the value and use the object reference model to navigate the field that needs to be source. This will allow you to narrow down the object path when dealing with multiple reference fields (e.g. LOOKUP data type) that point to the same lookup entity.

When adding fields that are of type SELECT1, you have the option of allowing multiple values to be selected in the Search form. To enable this, select IN as the condition. This will result to a pick-list to be used later on when using the Search form that will allow the user to hold Control/Ctrl and click on multiple values to use for the filter. Take note that using the IN condition for non-SELECT1 type fields will just show a text box where values can be entered by typing them in separated by carriage returns.

Another option you will see is the check-box for making this a default layout, checking this will make your layout the one Billing Platform uses by default.
Note: When you alter the search fields, you must also create a default list layout, detailed in the tutorial for How to Customize List Contents.

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