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NPM How to limit Custom Link Search Results?
Is it possible when using a custom link to run an advanced search to have the search look at only specified fields within the object? For instance, I have a link on the Account detail page that runs an advanced search on Accounts and it uses a custom field value as the search criteria. The search returns Account records that have the value in any number of fields, thus usually returning more records than I am interested in. I want to have the search return only records that have the specified value in a field or fields to be specified in the custom link. Can this be done this way or in another way?
No replies with the answer - Please vote for the following on idea exchange:
http://ideas.salesforce.com/article/show/69878/Configurable_Fields_to_SearchFiltering_as_Part_of_the_Search
Actually, there are new enhancements to SOSL language that should do exactly what you want, apply filter criteria on arbitrary fields during search.
Find (mega*) in all fields returning Contact(firstname, lastname = 'Jones')
Cheers
Thanks Dave.
If I understand correctly I think you are telling me that the current advanced search string:
/srch/advsearchresults.jsp?searchType=2&str={!Account.Fund_Corporate_Number__c}&owner=all&sen=001
would need to incorporate the Find. Any suggestions on the syntax to make this work in this case? Would it be inserted after another &
&Find ({!Account.Fund_Corporate_Number__c}) in all fields returning Account({!Account.Member_Number__c} = {!Account.Fund_Corporate_Number__c}
I have tried various combinations that all pass syntax checks but do not give the results I am looking for. I obviously am not understanding correctly how to do this.
I want to have the advanced search results include only records where {!Account.Member_Number__c} equals the {!Account.Fund_Corporate_Number__c} of the detail record the search is initiated on.