Enhance Absence Rule lookup results

Customer idea: configuration guidance for IDEA-172

Learn how to add useful columns to the lookup you use when creating Absence Adjustments in Sage.

Resolution

Step 1 - Configure the search layout

In Salesforce Setup, open the Absence Accrual Rule object. Amend the search results layout that the lookup uses.

  1. Go to Setup and select Object Manager.

  2. Select Absence Accrual Rule and click Search Layouts.

  3. Open the Default Layout for the search layout.

  4. Move the fields you want from Available Fields to Selected Fields.

  5. Use Up and Down to control the display order.

  6. Click Save.

Step 2 - Test the enhanced lookup

  1. Open an Absence Adjustment record. Enter a value such as Annual Leave in the Absence Accrual Rule lookup.

  2. Select Show more results for the search item.

  3. Confirm the Advanced Search results display the extra columns in the order you configured.

  4. Select the correct rule.

Note Choose columns that help you distinguish between similarly named absence rules. The selected fields and their order determine the information the system shows in the expanded search results.