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Table View

The table view for search results provides users with an experience similar to working in list views, providing the results in a tabular format.

Columns​

The default columns are:

  • Name
  • Account.Name
  • Title
  • Email
  • LastActivityDate
  • CreatedDate
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If the data is present in the results, the Match Score or Match Rank will be included as the left-most column.

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The Account column is only included for non-Candidate record types.

Customising columns​

It is possible to customise the columns that are displayed for each record type search criteria. The columns can be customised with the steps below:

  • Create a field set against the Contact object, each field in the field set will represent a column in the table
  • In the app explorer navigate to Seven20 Settings Configuration
  • Under Search/Match Settings, select Search/Match Results
  • Under the relevant record type, select the field set
  • Save the changes with the button located in the top right
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Name will always appear as a column and should not be included in the field set

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

Sorting​

Sorting in the table view is the same as standard Salesforce list views. All columns can be sorted and the direction (ascending or descending) toggled using the arrow to the right of the column title.