Search Configuration for Linking Objects to CTA

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  • Idea
  • Updated 2 weeks ago
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Please add date fields as options when configuring the search for linked objects! 

While configuring the search fields that show when linking a CTA to a linked object, I noticed that I cannot choose any of the date fields on the linked object.  I assume that is an oversight because I can't think of a reason why date fields would be excluded as options?  

In our use case, many records from a custom object called Usage Data will be returned in that search, and the user is ALWAYS going to be looking for the most recent one based on a specific date field because it represents the most up-to-date usage information from our products, so it's going to take the user a lot more time to sift through the results and confidently find the correct record to link the CTA to.  

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Sarah Johnson

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Posted 2 weeks ago

  • 6
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Sai Ram Pulluri, Official Rep

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@Sarah, Currently this is not available in our product now. Thanks for bringing this up!

@Aditya, could you please leave your comments here.
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Aditya Marla, Employee

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Hi Sarah,

Thanks for sharing this. We only allow adding "string,picklist,email,url" data types...on other data types search is not supported.
One question, would the users search on the "Date field" or would want that field also to display in the search results?

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Sarah Johnson

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It makes sense to me why a date field would not be searchable.  In our use case, the user needs to see the date to make a fast choice, but they don't need to search against it necessarily.  If they could still search against Account Name and see the date field returned, that would meet our requirement.