People search configuration

People search can be used to search across an organization, using fields held in the WX People Search Filters field set. For people search to work effectively, follow these guidelines:

  • In the field set include text fields from the Team Member object only.

    • If you are creating new text fields as part of your configuration and can choose to create them on the Team Member or Employment Record objects, select the Team Member object if you want to use the fields as search targets.

  • Do not attempt to use picklist fields as search targets.

    • If you replicate an existing Team Member text field, such as Job Title or Location, as a picklist, you are effectively disabling it as a search target field. Copy the contents to a text field to make it searchable.

  • Do not attempt to use formula fields as search targets.

To update the field set:

  1. Go to Setup > Object Manager, and select the Team Member object.

  2. Select Field Sets from the panel on the left.

  3. Select the WX People Search Filters field set.

  4. Drag your required search fields to the field set.

  5. Select Save.