I have a custom record type "FlimFlam", and I'm wanting users to be able to global search for the native Name field. However, with this setup, I'm unable to global search for records by name.
What have I got wrong here?
David B
12/11/2023, 9:12 PM
If I disable the native name field and replace it with a custom name field (enabled for global search), then it works.
However this is an existing record, and the native Name field is undoubtedly referenced all over the place, so I can't make that change.
d
Dylan Fields
12/11/2023, 10:42 PM
Looks to be default behavior. I checked a couple different custom record types (one with Include Name Field checked, one not, both with Include in Global Search checked) and observed the same thing.
d
David B
12/11/2023, 10:43 PM
damn... might just have to use a workflow/script to populate a hidden, global-searchable field