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Configure Search Criteria for Learning Programs

Create a search criteria configuration for your learning programs in Campus and Program Finder. Define the fields that users use as filter criteria and the fields that they see for the search results. Select the fields that users use to sort and aggregate the results. Finally, select the actions that the user can take on the search records and define the location parameters.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, Developer Editions with Education Cloud
User Permissions Needed
To configure Criteria-Based Search and Filter: Education Cloud Full Access

Before you start, configure card view and Request for Information for learning programs.

  1. From Setup, in the Quick Find box, enter Criteria and then select Criteria-Based Search and Filter.
  2. On the Search Configuration tab, click New.
  3. Select Default Search as the configuration type, and then click Next.
  4. Provide basic details.
    1. Enter a name for the configuration. For example, enter Search by Learning Program.
      The API Name populates automatically.
    2. For Searchable Object, search for and select Educational Institution Searchable Profile.
    3. For Searchable Object Configuration, select the Educational Institution Searchable Profile searchable object configuration that you created.
    4. Optionally, enter a description.
    5. Click Next.
  5. Select fields for querying data.
    1. Add the Learning Program Name field.
    2. Click Next.
  6. For the search result display format, select Card, and then click Next.
  7. Select your version of the EDUAdmissionsLearningProgramCardContainer Flexcard as the name, and then click Next.
  8. Define the distance criteria.
    1. For Unit of Measure, select Miles.
    2. For Value, enter the maximum relative distance range. For example, enter 20 and then click Add to find learning programs within a 20-mile range.
    3. If desired, add distance range values of 15, 10, 5, and 1 to incrementally extend the scope of learning program search.
    4. For Relative Location, select Address.
    5. Turn on Show Map.
    6. Click Next.
  9. Configure map markers.
    1. For Map Marker Title, select Educational Institution Name.
    2. For Map Marker Description, select Educational Institution Type.
    3. Click Next.
  10. Select fields to group and aggregate search results.
    1. For Result Display Mode, select Multiple Fields.
    2. Add up to 20 selected fields. For a learning program, we recommend:
      • Learning Category
      • Learning Format
      • Learning Grade
      • Learning Program Name
      • Provider Name
    3. Leave Skip configuring advanced filters and range types unchecked.
    4. Click Next.
  11. For Configure Range Types, click Next.
  12. Select fields to sort search results.
    1. Add up to 20 selected fields. For a learning program, we recommend:
      • Educational Institution Name
      • Learning Academic Level
      • Learning Program Name
      • Provider Name
    2. Click Next.
  13. Click Done.
  14. Click Activate.