Creating a view for Keyword Search

A user can specify the entities on which a Keyword Search is performed. Keyword Search uses an any words search technique. This returns records containing all words listed in a search term if the words appear in the record text fields or in the text fields of any associated entity record specified in the Keyword Search view.

The following table lists predefined Keyword Search views.


Entity	Unique Identifier
Case	vKeywordSearchListCases
Company	vSearchListCompany
Lead	vKeywordSearchListLead
Opportunity	vKeywordSearchListopportunity
Person	vSearchListPerson
Communication	vSearchListCommunication
Orders	vOrders
Quotes	vQuotes

You can specify only one Keyword Search view per entity to avoid returning the same record twice in a single set of search results. You can edit an existing Keyword Search view. For more information, see Editing a view.

To create a Keyword Search view for a custom entity:

Click <My Profile> | Administration | Customization | <Entity>.
Click the Views tab and click New.
Enter a name in View Name and move the cursor to another field. The start of the script is automatically added to View Script.
Select Keyword Search View. This makes the view available when carrying out a Keyword Search.
Enter a short description of the view in Description.
Enter a translation for the view in Translation.
Enter SQL in View Script.
Click Save.

When creating a Keyword Search view, you must include fields that allow security policies to work. For example, a Keyword Search view on Person should include pers_primaryuserid and pers_secterr. You should also include fields from other tables that complete the business object. For example, a Keyword Search view on Person should include fields from the Person, Company, Address, Phone, and Email tables.