Search Collections allow you to group specific objects together so that users can perform expanded searches against all of the objects in the collection.

Collections should match the business processes of your organization. Users cannot see which objects and object types are included in a collection when they expand their search, though they can sort and filter the search results by object section.

You can create up to 20 collections in your Vault.

How to Create Search Collections

  1. Navigate to Admin > Settings > Search Settings.
  2. Click Create in the Search Collections section of the page.
  3. Enter a Label and a Name for the collection. The Label should reflect a specific business process of your organization so that users know what to select when expanding their search. The Label will also appear as the title of the search results page when users execute an expanded search against the collection.
  4. Optional: Enter a Description. The Description appears to users when they click on the question mark (?) icon next to the title of the expanded search results page.
  5. Click on the Object button in the Collection section to add an object to the collection.
  6. Select an Object.
  7. Optional: If available, select Object Types to filter on.
  8. Optional: If available, you can set the option to allow expanded searches on the collection in the related tab.
  9. Optional: Add up to three (3) relationships to other objects in the collection under Include Related Records. Vault will display any related objects based on these relationships in expanded searches.
  10. Click Add to add the object to the collection.
  11. Optional: Add additional objects to the collection. You can add 15 objects to a collection.
  12. Click Save to save the collection.