Configure USAM Search & Match Tab Custom Metadata Type
The Search and Match Tab Configuration Custom Metadata Type configures tabs, sortable fields, and table columns.
To view these fields, navigate to:
- Setup > Custom metadata types > Search & Match Tab Configuration Custom Metadata Type > Manage Records
Field |
Description |
---|---|
Favorites Tab |
Indicates in which tab Favorites are displayed. |
Exclusions Tab |
Indicates in which tab Exclusions are displayed. |
Tab X: Filter Field |
An API |
Tab X: Filter Value |
If the value of the field (specified by Tab X: Filter Field) on a Contact record matches this value, the record will be displayed in the tab. ![]() This does not apply to Favorites and Exclusions. |
Tab X: Icon URL |
A URL to an image that will be displayed as the tab icon instead of the default one. |
Tab X: Visible |
Indicates if the tab is displayed. |
Table Layouts |
|
Tab X: Label |
Labels for USAM Tab Names. If fields are not populated, the default labels will be used (SM_Tab_Candidate |
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A tab field with "X" in the name represents a set of similar fields. For example, "Tab X: Filter Field" actually means "Tab 2: Filter Field", "Tab 3: Filter Field" etc.
Next Steps
Next, you will need to configure the Search & Match TK Custom Metadata Type.