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Split View

Split view is the default view for Search and displays a list of results on the left-hand side with record details in the right-hand side panel.

Results list​

The contacts returned as search results are displayed in a list with a number of additional fields displayed beneath each contact’s name. You can customise the display fields using a field set. When no field set is configured, the default fields are:

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Display of the Match Score and Distance fields is not controlled by field set configuration; these fields are displayed when the search filters meet certain criteria. For more information, see Scoring and Distance calculation.

Customising display fields​

Different field sets can be configured for each record type via the following steps:

  • Create a field set against the Contact object, each field in the field set will be displayed within each result item
  • In the app explorer navigate to Seven20 Settings Configuration
  • Under Search/Match Settings, select Search/Match Results
  • Under the relevant split view fields record type, select the field set
  • Save the changes with the button located in the top right
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Name and Created Date will always appear within the result item and should not be included in the field set

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When multiple record types are included in the results, the default fields are used. These fields can be configured by assigning a field set to the Default Override Fields setting using the above steps. This setting will also be used for record types where custom field sets have not been selected.

Sorting​

The results panel can be sorted to aid management of the results. Any displayed fields will be available for sorting.

The sort field can be changed by clicking the name of the current sort field at the top of the results list in the left-hand panel. The sort direction can then be toggled using the arrow to the right of the sort field name.

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When results have a Match Score, it becomes the default sorting option.

Single result​

A single Contact result can be viewed by clicking on the area around its field values in the left-hand side results list. This will update the right-hand panel to show a detail page which allows the user to view the record and any attached CVs, as well as to perform actions on the record. The detail page also includes the Codes component and a New Activity Panel with tabs for sending emails, creating tasks/events, and logging calls. Job lookups associated with activities support lookup customisation.

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By default the fields displayed in the Contact header are defined by the system default compact layout. These fields can be updated by making new compact layouts and assigning them to the relevant record type.

The detail page also includes a tab displaying related record lists. These lists and any displayed fields are derived from the page layout for the relevant record type, which includes the ability to sort records. However, the buttons as found in the page layout related list are excluded.

Each list only shows 10 records for each object. Navigating to the full list of related records is possible via either the hyperlinked list name or the 'View All' link at the bottom of the list.

Multiple results​

Multiple results can be selected to allow mass actions to be performed on them. They can be selected/deselected one at a time using the checkboxes against individual results, or all items can be mass selected/deselected using the checkbox in the result list header next to the sort field label. Additionally, multiple in a range can be selected by holding the shift key and clicking the first and last items in the range. It is still possible to browse individual results in the right-hand panel whilst maintaining any selections.

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By default only 100 results can be selected at a time using the mass selection checkbox. This can be changed by editing the Search_Mass_Actions_Candidate_Limit configuration metadata.