Portal Search of Related Records

This section details the search behaviour within a portal page when a similar record is related in two different accounts.

Use Case

For a better understanding, Ricardo1 linked to the Infinite Blue account and Ricardo2 linked to the Microsoft account. The focus is on adding a search form to a portal page and understand the behavior when searching for specific records.

Steps

1. Access Portal Page.

   • Navigate to the designated portal page.

     

2. Add a search form to the portal page.

   • Locate and select the [Search Results] – Account option on the portal page.

     

3. Choose Account - Infinite Blue:

   • Click on the option associated with the Infinite Blue account. This sets the record in scope to be the Infinite Blue account.

     

4. From the Page Designer:

   • Ensure that the record in scope is clearly identified as the Infinite Blue account.

     

5. Leads - Search:

   • Select Leads from the dropdown to filter the search specifically for leads associated with the selected account.

   • Initiate a search for records containing the term Ricardo within the scope of the selected account.

     

6. Review Search Result:

   • The result should ideally display only occurrences of Ricardo associated with the Infinite Blue account. But the search result displays No records to display when searching for Ricardo.

   • Examine the list view for Lead x Account [Portal] to ensure there are no viewer filter criteria affecting the results.

     

7. Wildcard Search - "Ricardo*":

   • Perform a wildcard search using "Ricardo*" and observe the list of occurrences.

     

     

The observed behavior is expected, within the search form for portal pages. The search retrieves all occurrences rather than filtering based on the record in scope.