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Search Results Settings

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

Search Results Settings

You can configure the following Admin Settings from the Search Results page:

  • Default Global Search object and Global Search parameters—For global searches, select the default record type to search. Set global search term requirements.
  • Default Search results display and parameters—Set the number of search results that display per application page. Set the maximum search results that display.
  • Search timeout threshold—Set a maximum time (seconds) that the system performs a search.
  • Search across Projects—For certain search fields, you can set searches to find results across different projects (or all custom objects).
  • Enable Custom Search—Turn the Custom Search feature on or off.
  • Disable Global Search—Turn off Global Search and remove the Global Search bar.
  • Custom search will respect Custom Field Rights—Users who do not have rights to a custom field cannot search on those fields. This setting will default to 'on' for new implementations and will default to 'off' for upgraded TeamConnect instances.

A conceptual overview of the settings follows. If you prefer to skip to the procedure for configuring the settings, see Setting Up Search Results.

Screen Shot 2017-09-20 at 2.46.40 PM.png

Maximum Search Results

When TeamConnect contains many records it is recommended that you limit the number of search results that display and set a search timeout. This will ensure reasonable system performance times for users.

To limit the number of search results that display, you can decrease the Maximum Search results field value (default 1000).

To limit the time allowed to perform a search, you can decrease the Maximum Search time (seconds) field value (minimum value, and default, is 10 seconds). If you are using TeamConnect's built-in reporting feature, put a higher value in this field.

Records Not Displayed

In addition to the search criteria that the user specifies on the search screen, other criteria also determines 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.

Setting Up Search Results

The following steps describe how to configure the Search Results page from Admin Settings. Field descriptions are provided in a table below.

To set up Search Results settings

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

 

Admin Settings - Search Results Page Field Descriptions

Section

Field Names and Descriptions (*=required)

Default Value

Search Parameters

  • *Card columns in contact card view— (Only for contacts search views where the Results Display Type is set to Card) For contacts search results, enter the number of columns to display. The default is 3.
    Contact the solution developer for more information about contacts search view configuration.
  • 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.
  • *Maximum Search results--Enter 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.
    For more information, see Maximum Search Results.
  • *Maximum Search time (seconds)—Enter 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.
    For more information, see Maximum Search Results.
  • *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. This value does not apply to Global searches for an individual system object or custom object.
    Important: The minimum value is 1; however, values less than 3 may lead to large search result sets and slow response times.
  • *Records per result page—Enter the number of records to display per page of search results. The default is 10.
  • *Card columns in contact card view—3
  • Default option in Global Search— Contacts
  • *Maximum Search results—1000
  • *Maximum Search time (seconds)—10
  • *Minimum characters in Global Search—1
  • *Records per result page—-10

Other Settings

  • 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 check-box.
    To restrict searches to a custom object type, clear the Enable search across all projects for Project field check-box.
  • Show approximate total number of Global Search results (including records users have no rights to)—Do one of the following:
    To display the approximate numeric count of Global Search results, select the Show approximate total number of Global Search results (including records users have no rights to) check-box.
    To display the numeric count of Global Search results that the current user has rights to view, clear the Show approximate total number of Global Search results (including records users have no rights to) check-box.
  • 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 check-box.
    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 check-box.
  • 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 check-box.
    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 check-box.
  • Enable search across all projects for Project field— Disabled (not selected)
  • Show approximate total number of Global Search results (including records users have no rights to)—Disabled (not selected)
  • Automatically populate Contact field if search returns one result—Enabled (selected)
  • Automatically populate Project field if search returns one result—Enabled (selected)

Custom Search

  • Enable Custom Search—Select this check- box 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

Global Search

  • Disable Global Search—Select this check- box to remove the Global Search drop-down list and text input box from all pages.

Disabled (Disable Global Search check- box cleared)

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