Configure USAM UI Filters and Details

  1. Navigate to Setup > Custom metadata types > Search & Match UI Configuration Custom Metadata Type > Manage Records > Filter Column Visibility.
  2. Set the field as indicated below:
    • Filter Panel Collapsed: To hide the filter panel on load, set Filter Column Visibility to Collapsed.
    • Filter Panel Expanded: To display the filter panel on load, set Filter Column Visibility to Expanded.

Additional settings responsible for the state of Filters and Details columns/sections SAMClosed An abbreviation used in BH4SF for one of the Search and Match versions UserClosed In Salesforce terminology, this is anybody that has login access to an instance. In BH4SF instances, usually the staff of recruiting companies Setting cs (hierarchy type):

  • Override_Column_Visibility__c (checked/unchecked)
  • Detail_Column_is_Collapsed__c (checked/unchecked)
  • Filter_Column_is_Collapsed__c (checked/unchecked)