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How to add a custom field as a search field in Aurena

  • February 11, 2021
  • 2 replies
  • 338 views
J
Sidekick (Customer)
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We have a custom field ‘Salesman’ in IEE that we would like to use as a search field on the Business Opportunity.  I have tried to add this using the page designer but I am not having any luck on how to add it to this list to be chosen as a Search field.  Any guidance would be greatly appreciated.

 

 

Best answer by Susith Setunga

 

Hi

Use below steps

  1. Add custom field to the page using page designer

 

 

  1. Save and Publish the custom field

 

 

  1. Now you should see the custom field in Aurena header

 

  1.  Add the new custom field to the search filer

 

 Hope this helps

 

Regards

Susith

 

HoiAnushB
Joakim Fransson
Mohamed Infaz
This topic has been closed for replies.

2 replies

Susith Setunga
Superhero (Employee)
Forum|alt.badge.img+14
  • Susith Setunga
  • Superhero (Employee)
  • Answer
  • February 12, 2021

 

Hi

Use below steps

  1. Add custom field to the page using page designer

 

 

  1. Save and Publish the custom field

 

 

  1. Now you should see the custom field in Aurena header

 

  1.  Add the new custom field to the search filer

 

 Hope this helps

 

Regards

Susith

 

HoiAnushB
Yasas Kasthuriarachchi
AtaAbdavi
J
Sidekick (Customer)
Forum|alt.badge.img+8
  • jokasper
  • Author
  • Sidekick (Customer)
  • February 15, 2021

Thank you...worked for me!

Susith Setunga
AtaAbdavi
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