Getting Started - SalesforceLabs/record-hunter GitHub Wiki

Once the Record Hunter package is installed, you can add the components to a page and check how record search is performed.
Record Hunter uses multiple UI components that can be combined to build a custom search page.
In this Quick Start, you'll drag and drop the Record Hunter components onto a page to see how they work in action. As they say, "seeing is believing." Follow these steps to get started and check the basic functionality.

Quick Start

STEP 1. Create an Application Page

  1. Click the gear icon in the top-right corner to open Setup.
  2. Go to User Interface > Lightning App Builder.
  3. Click New.
  4. Select App Page and click Next.
  5. Enter Record Hunter as the label and click Next.
  6. Choose Header and Left Sidebar and click Next.
  7. Click Save.
  8. Click Activate.
  9. In the Lightning Experience tab, select the Lightning App (e.g., Sales) where you want to add the page.
  10. Click Add Page to App, then click Next.
  11. Return to the Setup screen by clicking the Back (Left Arrow) button in the top-left corner.

SETP 2. Add Components in the App Builder

  1. Open the Lightning App (e.g., Sales) where you added the Record Hunter page from the App Menu in the top-left corner.
  2. Open the Record Hunter page from the tab list (refresh the page if it doesn’t appear).
  3. Click the gear icon and select Edit Page.
  4. In the left search box, type RHG.
  5. Drag RHG - Search, RHG - Filter, and RHG - Action Buttons into the Left Sidebar area.
  6. Drag RHG - List into the Main Contents area.
  7. Click Save in the top-right corner.
  8. Return to the Record Hunter page by clicking the Back (Left Arrow) button.

STEP 3. See it in Action

  1. Click the Search button on RHG - Action Buttons component.
  2. The search will run, and opportunities will appear in RHG - List component.
  3. Experiment with different search criteria to see how the results change.

By following these steps, you can easily add powerful search features using Record Hunter.