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Client just noticed that something they had fixed in September is no longer working. We can't figure out why not and I've begun to suspect Winter '23 and that this is an "upgrade" that's very much not.

We edited the Account>Search Layouts>Default Layout (for example) to include a secondary field we would like to see immediately in the Einstein Search bar. In this case it was a formula field that concatenates account type and state so that search results would be easier/faster to parse. But none of the fields we have selected show up under the result anymore:

Did the search display get a not-well-documented change with Winter '23? Or perhaps this is a bug?

I swear to you that back in September under JEFFERSON COUNTY it would have said "Account Public School District Kentucky."

In fussing with the Default Search Layout now we are able to get a number field (see NCES ID) to show up, but text fields refuse to display.

 

Screen Shot 2022-11-17 at 3.39.20 PM.png

Also, by the way, that screenshot is taken with NCES ID being in the third position of the search layout, the field I want to display is still in second position but is ignored.

 

All of the fields I have listed in the search layout show up to the right (along with the related lists) if you hover on one of the results. But you can see that users wouldn't immediately know which result is the one they want.

 

One last thing: This is not a problem in a lookup field. Those still work exactly as we expect:

 

Screen Shot 2022-11-17 at 3.42.58 PM.png

CC: @Molly Hyde

#CRM Configuration #Einstein Search

답변 4개
  1. 2022년 11월 21일 오후 2:38

    @Chaturvedi Vedantam this is the same issue we've been discussing last week - I distinctly remember the second line on the search results was editable.  Would love to see the resolution for this one. 

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