Improve Your User Search Capability in SuccessFactors Learning in a Few Easy Steps

If you ask any Learning administrator, searching for a user is one of the most common daily tasks.  Administrators search for users to view their training history, view/change employee data, add learning assignments, etc. 

Out of the box, SuccessFactors Learning provides more than 50 fields to use as search criteria when performing a user search.  At first sight, 50 fields may seem as though it would be enough, but there are some important fields that are missing.  One of those fields is the Region field, which is commonly mapped to the Division field in EC/Foundation. 

Thankfully, SuccessFactors has given their customers the ability to add additional criteria to the user search.  This can be accomplished by making a slight change to the User search selector configuration.  Use the following steps to add the Region field to your user search criteria.

Step 1

In the LMS, navigate to System Admin>Configuration>Search Selectors>User.  Click the display button to see the existing code.

Search Selectors screen in SuccessFactors System Admin
Search Selectors screen in SuccessFactors System Admin

Step 2

Copy all the text to a word processing application, like Microsoft Word or Notepad.  Save the file to your desktop.  It’s best practice to always save your original configuration, just in case you ever need to revert it back to the original.

Notepad showing all the User search selector text.
Notepad showing all the User search selector text.

Step 3

In the LMS, navigate back to the User search selector configuration.  Add the following code to the bottom of the configuration text box.

criteria.regionID=com.plateausystems.elms.client.search.MultipleIDSearchCriterion

criteria.regionID.name=regionID

criteria.regionID.enabled=true

criteria.regionID.order=37.0

criteria.regionID.filter=$CASE$(REGION_ID) $OPERATOR$ $VALUE$

criteria.regionID.isCaseSensitive=true

criteria.regionID.i18nFormatType=string

criteria.regionID.criterionUI.uiType=TextCriterion

criteria.regionID.criterionUI.uiLabel=Region ID

criteria.regionID.criterionUI.visible=true

criteria.regionID.criterionUI.matchOptions.OP_EXACTMATCH.enabled=true

criteria.regionID.criterionUI.matchOptions.OP_EXACTMATCH.order=1.0

criteria.regionID.criterionUI.matchOptions.OP_EXACTMATCH.value=OP_EXACTMATCH

criteria.regionID.criterionUI.matchOptions.OP_EXACTMATCH.label=label.Exact

criteria.regionID.criterionUI.matchOptions.OP_ANYMATCH.enabled=true

criteria.regionID.criterionUI.matchOptions.OP_ANYMATCH.order=2.0

criteria.regionID.criterionUI.matchOptions.OP_ANYMATCH.value=OP_ANYMATCH

criteria.regionID.criterionUI.matchOptions.OP_ANYMATCH.label=label.Any

criteria.regionID.criterionUI.matchOptions.OP_STARTWITH.enabled=true

criteria.regionID.criterionUI.matchOptions.OP_STARTWITH.order=3.0

criteria.regionID.criterionUI.matchOptions.OP_STARTWITH.value=OP_STARTWITH

criteria.regionID.criterionUI.matchOptions.OP_STARTWITH.label=label.StartsWith

criteria.regionID.criterionUI.matchOptions.OP_CONTAINS.enabled=true

criteria.regionID.criterionUI.matchOptions.OP_CONTAINS.order=4.0

criteria.regionID.criterionUI.matchOptions.OP_CONTAINS.value=OP_CONTAINS

criteria.regionID.criterionUI.matchOptions.OP_CONTAINS.label=label.Contains

criteria.regionID.criterionUI.matchOptions.OP_DOES_NOT_CONTAIN.enabled=true

criteria.regionID.criterionUI.matchOptions.OP_DOES_NOT_CONTAIN.order=5.0

criteria.regionID.criterionUI.matchOptions.OP_DOES_NOT_CONTAIN.value=OP_DOES_NOT_CONTAIN

criteria.regionID.criterionUI.matchOptions.OP_DOES_NOT_CONTAIN.label=label.DoesNotContain

criteria.regionID.criterionUI.matchOptions.OP_NULL.enabled=true

criteria.regionID.criterionUI.matchOptions.OP_NULL.order=6.0

criteria.regionID.criterionUI.matchOptions.OP_NULL.value=OP_NULL

criteria.regionID.criterionUI.matchOptions.OP_NULL.label=label.IsEmpty

criteria.regionID.filterOperator==

criteria.regionID.valueDataType=string

criteria.regionID.filterSelectorName=regionID

criteria.regionID.visibilityType=default

criteria.regionID.defaultUIType=TextCriterion

Step 4

Change 37.0 in criteria.regionID.order=37.0 to another number.  The criteria order # needs to be unique in the configuration.  In your existing user search selector code, look at the previous criteria and increase this by one for your criteria.regionID.order. 

Change 37.0 in criteria.regionID.order=37.0 to another number
Change 37.0 in criteria.regionID.order=37.0 to another number

Step 5

Click the Apply Changes button.  Your code is now saved. 

Click Apply Changes
Click the Apply Changes button

Step 6

Navigate back to the User search, and you will see the Region as a new search field.

User search menu with Region as a new search field
User search menu with Region as a new search field
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