{"id":8987,"date":"2014-10-14T10:10:35","date_gmt":"2014-10-14T10:10:35","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8987"},"modified":"2014-10-14T10:10:35","modified_gmt":"2014-10-14T10:10:35","slug":"using-primary-key-column-of-an-entity-to-search","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/14\/using-primary-key-column-of-an-entity-to-search\/","title":{"rendered":"Using Primary Key Column of an Entity to Search"},"content":{"rendered":"

Sage CRM Search screens allow Users to search data by any criteria or a combination of criteria on the Search screen. In this blog post, we will explain you how to add a Primary Key of a column of any entity to entity search screen.
\nNew Stuff:<\/em><\/strong><\/span> View Fusion Charts on Sage CRM Interactive Dashboards
\n<\/a>Consider an example where you want to display Opportunity ID<\/strong> (oppo_opportunityid) on Opportunity Search screen. You need to follow below steps to add Opportunity ID (oppo_opportunityid) field to Opportunity Search screen.
\n1) Navigate to Administration | Customization | Opportunty.
\n2) Click on the Views tab and select vSearchListOpportunity view
\n<\/strong>3) Modify this view by adding below syntax into the select statement
\nOppo_opportunityid as OpportunityID
\n4) Modified view will be visible as shown below.
\n\"Oppo1\"<\/a>
\n5) Now, navigate to the Screens tab and select OpportunitySearchBox.
\n6) You will observe that Oppotunityid column will be visible in the Field dropdown as shown below.
\n\"Oppo2\"<\/a>
\n7) Select Opportunity: Oppotunityid column and click on Add button. Finally click on Save button.
\n8) Navigate to Main Menu | Find\u00a0 | Opportunity and you will observe that Opportunity Id is added to Opportunity Search screen and user can now enter criteria to search data as shown below.
\n\"Oppo3\"<\/a>
\nAbove steps can also be applied to any entity, to modify search screens and search data based on the entity primary columns.
\nAlso Read:<\/span><\/em>
\n<\/strong>1) Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone
\n<\/a>2) Using LinkedIn widgets on Sage CRM screens
\n<\/a>3) Linked Search select advanced fields on custom entity screen
\n<\/a>4) Enable Keyword Search on Sage CRM Find screen
\n<\/a>5) Change Default Cursor Position for Find Screens<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM Search screens allow Users to search data by any criteria or a combination of criteria on the Search screen. In this blog post, we will explain you how to add a Primary Key of a column of any entity to entity search screen. New Stuff: View Fusion Charts on Sage CRM Interactive Dashboards\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,92,137,293,332,351,353],"tags":[833,1076,1708,1805,2010,2030,2031,2033,2231,2240,2325],"class_list":["post-8987","post","type-post","status-publish","format-standard","hentry","category-crm72","category-custom-entity","category-entity","category-primary-keys","category-sage-crm","category-screen-sage-crm","category-search-screen","tag-crm7-0","tag-entity","tag-opportunity","tag-primary-key","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-screen","tag-search","tag-sql"],"yoast_head":"\nUsing Primary Key Column of an Entity to Search - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/14\/using-primary-key-column-of-an-entity-to-search\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Using Primary Key Column of an Entity to Search - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM Search screens allow Users to search data by any criteria or a combination of criteria on the Search screen. 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New Stuff: View Fusion Charts on Sage CRM Interactive Dashboards\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/14\/using-primary-key-column-of-an-entity-to-search\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-10-14T10:10:35+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Oppo1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/14\/using-primary-key-column-of-an-entity-to-search\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/14\/using-primary-key-column-of-an-entity-to-search\/\",\"name\":\"Using Primary Key Column of an Entity to Search - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/14\/using-primary-key-column-of-an-entity-to-search\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/14\/using-primary-key-column-of-an-entity-to-search\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Oppo1.jpg\",\"datePublished\":\"2014-10-14T10:10:35+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/14\/using-primary-key-column-of-an-entity-to-search\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/14\/using-primary-key-column-of-an-entity-to-search\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/14\/using-primary-key-column-of-an-entity-to-search\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Oppo1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Oppo1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/14\/using-primary-key-column-of-an-entity-to-search\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Using Primary Key Column of an Entity to Search\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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