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Mitratech Success Center

Search Results Settings

The following page outlines settings for how search results and parameters can be configured for your team.

Configuring Search Results

To configure search results:

  1. Select the Admin tab.
  2. Click Admin Settings under the tab bar.
  3. Click Search Results link in the left pane.
  4. Edit the fields based on descriptions in the Admin Settings - Search Results Page Fields Descriptions table.
  5. Click Update.

Search Results Settings Field Descriptions

The following table describes the options that appear on the Admin Setting - Search Results page.

Section

Field Names and Descriptions (*=required)

Default Value

Search Settings Enable Custom Search—Select this checkbox to put a New Search link on each record type's list page. Clicking New Search brings up a set of search criteria and result fields that can be customized by the end user. Selected
Disable Global Search—Select this checkbox to remove the Global Search drop-down list and text input box from all pages. Cleared

Search Parameters

Default option in Global Search—To specify a default Global Search type, select an option from this drop-down list. The options include system objects and custom objects

Contacts

*Minimum characters in Global Search— Type the minimum number of characters required for Global searching across All (records) or All Projects in the Minimum characters in Global Search field. 
Important: The minimum value is 1; however, values less than 3 may lead to large search result sets and slow response times.
1
*Records per result page—Type the number of records to display per page of search results. The default is 10. 10
*Card columns in contact card view— (Only for contacts search views where the Results Display Type is set to Card) For contacts search results, type the number of columns to display. The default is 3.
Contact the solution developer for more information about contacts search view configuration.
3
*Maximum Search results--Type the number of records to retrieve when users perform a search (Global or from a search view defined for an object type) in the Maximum Search results field.

To increase system performance when TeamConnect contains many records, you can lower  the number of search results that display.
1000
*Maximum Search time (seconds)—Type the search timeout threshold. The default and minimum value is 10. If you are using the built-in reporting feature, you may wish to use a larger value. 10
* Maximum document size (MB) for search—Type the maximum document size for
content to be included in search and index. For documents larger than designated size, the metadata is indexed but not the content of the document. 
50
Other Settings Show Number of Secure Results in Global Search Results—Do one of the following:
  • To display the number of Global Search results that the current user has rights to view, select the Show Number of Secure Results in Global Search Results checkbox.
  • To display the total number of Global Search results including records that the user does not have rights to view, clear the Show Number of Secure Results in Global Search Results checkbox.
Selected

Disallow Global Search on Related Records—Do one of the following:

  • To prevent Global Search results from searching related records, select the Disallow Global Search on Related Records checkbox.
  • To allow Global Search results from searching related records, clear the Disallow Global Search on Related Records checkbox.
Cleared
Automatically populate Contact field if search returns one result—Do one of the following:
  • To automatically populate a Contact field when the related Contact Search Module returns one record result, select the Automatically populate Contact field if search returns one result checkbox.
  • To display a link to a record if a search returns one record result, clear the Automatically populate Contact field if search returns one result checkbox.
Selected
Automatically populate Project field if search returns one result—Do one of the following:
  • To automatically populate a Project field when the related Project Search Module returns one record result, select the Automatically populate Project field if search returns one result checkbox.
  • To display a link to a record if a search returns one record result, clear the Automatically populate Project field if search returns one result checkbox.
Selected

Enable search across all projects for Project field—Do one of the following:

  • To make searches across all custom objects (projects) available to users, select the Enable search across all projects for Project field checkbox.
  • To restrict searches to a custom object type, clear the Enable search across all projects for Project field checkbox.
Cleared

Custom Search will Respect Custom Field Rights—Do one of the following:

  • To prevent users who do not have rights to a custom field from searching on that field, select the Custom Search will Respect Custom Field Rights checkbox.
  • To allow users who do not have rights to a custom field to search on that field, clear the Custom Search will Respect Custom Field Rights checkbox. 
  • Selected for new new TeamConnect implementations
  • Cleared for upgraded TeamConnect implementations

Records Not Displayed

In addition to the search criteria that the user specifies on the search screen, other criteria also determine which records are retrieved and displayed. The following records are not displayed:

  • Records that do not match invisible qualifiers that may be defined in the search view.
  • Records that are filtered out by the system because of where the user is accessing the search screen. For example, when a user searches for child projects from within a parent project, only the projects of the appropriate child object are displayed. Similar filtering applies for other types of related records.
  • Records to which the current user lacks access due to the security settings on the record's Security tab. In certain cases, these records can be retrieved but cannot be accessed from a search screen because the hyperlink to the record is replaced with the word "secured."
  • Records that are not retrieved before the Maximum number of search results is reached, which discontinues any further searching.
  • Records that are not retrieved before the Maximum search time is reached, which discontinues any further searching.
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