You can globally replace a default search list with another search list. For example, we have replaced the Event coordinator search list with a generic Constituent search list. You can also replace a search list with a custom search list created by one of our developers. To add and manage replacement search lists, go to Administration >> Data >> Search list configuration. Choose Manage search list replacements to open the Search List Replacements page. Here, you can view the replacement search lists configured for Atlas; each row lists the original default search list, its replacement search list and the associated record type.
Both the Add a search list replace window and the Edit a search list replace window contain only two fields – Original search list and replace with – along with magnifying glass icons to launch a search window. Just choose the search list to replace and the replacement search list, click on Save and you’re done!
Good to Know!
- Only System Administrators can Add or Edit search list replacements.
- This feature often doesn’t replace all instances of a search list. Use the page designer to replace individual search lists.
- Atlas developers typically name custom search lists with the word (custom) to make them easier to find.
How Do I?