Customize views for search results

Can I do this task?

For Quick Find Views Views used to display results of searches done using the Search for records box., the changes apply to everyone using the Search for records box for the entity. For Advanced Find Views Views used to display results of searches created with Advanced Find., the changes set the default for everyone using Advanced Find for the entity. Users can change the columns for individual Advanced Find searches.

1. Navigate to the entity you want to customize.
   1. In the Navigation Pane, click Settings, click Customization, and then click Customize Entities.
   2. On the Customize Entities form, open the type of entity you want to customize.
   3. Under Details, click Forms and Views to view the list of forms and views.

      Not all entities have Forms and Views.

2. In the Type column, locate the Quick Find View or the Advanced Find View. Double-click the view.
3. In the Quick Find View, modify the fields that are searched.
   1. In the Common Tasks area, click Add View Columns.
   2. Select the check boxes for the columns you want to add, and then click OK.
4. In the Quick Find View and the Advanced Find View, modify the columns that are displayed.
   • Add a column:
     1. In the Common Tasks area, for Quick Find Views Views used to display results of searches done using the Search for records box., click Add View Columns, or for Advanced Find Views Views used to display results of searches created with Advanced Find., click Add Columns.
     2. Select the check boxes for the columns you want to add, and then click OK.
   • Move a column:
     1. Click the column you want to move.
     2. In the Common Tasks area, use the arrows to move the column left or right.
   • Change the width of a column:
     1. Click the column you want to change.
     2. In the Common Tasks area, click Change Properties.
     3. In the Change Column Properties dialog box, click an option to set the column width, and then click OK.
   • Remove a column:
     1. Click the column you want to remove.
     2. In the Common Tasks area, click Remove.
     3. In the confirmation message, click OK.
   • Change the sort order of a column:
     1. In the Common Tasks area, click Configure Sorting.
     2. In the Configure Sort Order dialog box, in the Column list, select the column you want to sort, then click Ascending Order or Descending Order, and then click OK.
   • Enable online presence for instant messaging:
     1. In the View form for the selected entity, click the column you want to change.
     2. In the Common Tasks area, click Change Properties.
     3. In the Change Column Properties dialog box, select the Enable Presence for this column, and then click OK.
5. Click Save or Save and Close.
6. In the Customize Entities page, on the Actions toolbar, click Publish.

   When the entities are published, a confirmation message appears.

Note

If a system entity has been customized, it might have different properties than what is described in Help. There also will not be Help that is specific to the custom entities your organization creates, though there is Help that describes how to create and use custom entities.

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