The article will take you though the steps to add a custom entity to the Advanced Find screen.
I have made the assumption that you have created an entity called Project.
Once we have the Project entity in existence we can create the view that the Advanced Find will use. This needs to be called
vSearchListproject.
I defined the view in the Customization area for the project entity and used the SQL shown below (Note: I based my view on vSearchListOpportunity and removed reference to the account entity) :
CREATE VIEW vSearchListProject
AS
SELECT RTRIM(ISNULL(dbo.vPersonPE.Pers_FirstName, '')) + ' ' + RTRIM(ISNULL(dbo.vPersonPE.Pers_LastName, '')) AS Pers_FullName,
RTRIM(ISNULL(dbo.vPersonPE.Pers_PhoneCountryCode, '')) + ' ' + RTRIM(ISNULL(dbo.vPersonPE.Pers_PhoneAreaCode, ''))
+ ' ' + RTRIM(ISNULL(dbo.vPersonPE.Pers_PhoneNumber, '')) AS Pers_PhoneFullNumber, RTRIM(ISNULL(dbo.vPersonPE.Pers_FaxCountryCode, ''))
+ ' ' + RTRIM(ISNULL(dbo.vPersonPE.Pers_FaxAreaCode, '')) + ' ' + RTRIM(ISNULL(dbo.vPersonPE.Pers_FaxNumber, '')) AS Pers_FaxFullNumber,
dbo.vPersonPE.phon_MobileFullNumber, dbo.vPersonPE.Pers_EmailAddress, dbo.vPersonPE.Pers_PhoneCountryCode, dbo.vPersonPE.Pers_PhoneAreaCode,
dbo.vPersonPE.Pers_PhoneNumber, dbo.vPersonPE.Pers_FaxCountryCode, dbo.vPersonPE.Pers_FaxAreaCode, dbo.vPersonPE.Pers_FaxNumber,
dbo.vPersonPE.Pers_PersonId, dbo.vPersonPE.Pers_CompanyId, dbo.vPersonPE.Pers_PrimaryAddressId, dbo.vPersonPE.Pers_PrimaryUserId,
dbo.vPersonPE.Pers_Salutation, dbo.vPersonPE.Pers_FirstName, dbo.vPersonPE.Pers_LastName, dbo.vPersonPE.Pers_MiddleName, dbo.vPersonPE.Pers_Suffix,
dbo.vPersonPE.Pers_Gender, dbo.vPersonPE.Pers_Title, dbo.vPersonPE.Pers_TitleCode, dbo.vPersonPE.Pers_Department, dbo.vPersonPE.Pers_Status,
dbo.vPersonPE.Pers_Source, dbo.vPersonPE.Pers_Territory, dbo.vPersonPE.Pers_WebSite, dbo.vPersonPE.Pers_MailRestriction, dbo.vPersonPE.Pers_CreatedBy,
dbo.vPersonPE.Pers_CreatedDate, dbo.vPersonPE.Pers_UpdatedBy, dbo.vPersonPE.Pers_UpdatedDate, dbo.vPersonPE.Pers_TimeStamp,
dbo.vPersonPE.Pers_Deleted, dbo.vPersonPE.Pers_LibraryDir, dbo.vPersonPE.Pers_ChannelID, dbo.vPersonPE.Pers_UploadDate, dbo.vPersonPE.pers_SecTerr,
dbo.vPersonPE.Pers_WorkflowId, dbo.vPersonPE.Pers_AccountId, dbo.vPersonPE.pers_intforeignid, dbo.vPersonPE.pers_intid, dbo.vPersonPE.pers_intlastsyncdate,
dbo.vPersonPE.pers_promote, dbo.vPersonPE.pers_ConflictResDate, dbo.vPersonPE.pers_departmentcode, dbo.vPersonPE.Pers_OptOut, dbo.Project.proj_ProjectID,
dbo.Project.proj_CreatedBy, dbo.Project.proj_CreatedDate, dbo.Project.proj_UpdatedBy, dbo.Project.proj_UpdatedDate, dbo.Project.proj_TimeStamp,
dbo.Project.proj_Deleted, dbo.Project.proj_Secterr, dbo.Project.proj_Name, dbo.Project.proj_WorkflowId, dbo.Project.proj_Status, dbo.Project.proj_UserId,
dbo.Project.proj_ChannelId, dbo.Project.proj_CompanyId, dbo.Project.proj_PersonId, dbo.vCompanyPE.Comp_EmailAddress,
dbo.vCompanyPE.Comp_PhoneCountryCode, dbo.vCompanyPE.Comp_PhoneAreaCode, dbo.vCompanyPE.Comp_PhoneNumber,
dbo.vCompanyPE.Comp_FaxCountryCode, dbo.vCompanyPE.Comp_FaxAreaCode, dbo.vCompanyPE.Comp_FaxNumber, dbo.vCompanyPE.Comp_CompanyId,
dbo.vCompanyPE.Comp_PrimaryPersonId, dbo.vCompanyPE.Comp_PrimaryAddressId, dbo.vCompanyPE.Comp_PrimaryUserId, dbo.vCompanyPE.Comp_Name,
dbo.vCompanyPE.Comp_Type, dbo.vCompanyPE.Comp_Status, dbo.vCompanyPE.Comp_Source, dbo.vCompanyPE.Comp_Territory,
dbo.vCompanyPE.Comp_Revenue, dbo.vCompanyPE.Comp_Employees, dbo.vCompanyPE.Comp_Sector, dbo.vCompanyPE.Comp_IndCode,
dbo.vCompanyPE.Comp_WebSite, dbo.vCompanyPE.Comp_MailRestriction, dbo.vCompanyPE.Comp_CreatedBy, dbo.vCompanyPE.Comp_CreatedDate,
dbo.vCompanyPE.Comp_UpdatedBy, dbo.vCompanyPE.Comp_UpdatedDate, dbo.vCompanyPE.Comp_TimeStamp, dbo.vCompanyPE.Comp_Deleted,
dbo.vCompanyPE.Comp_LibraryDir, dbo.vCompanyPE.Comp_ChannelID, dbo.vCompanyPE.Comp_SecTerr, dbo.vCompanyPE.Comp_WorkflowId,
dbo.vCompanyPE.Comp_UploadDate, dbo.vCompanyPE.comp_SLAId, dbo.vCompanyPE.Comp_PrimaryAccountId, dbo.vCompanyPE.comp_intforeignid,
dbo.vCompanyPE.comp_intid, dbo.vCompanyPE.comp_intlastsyncdate, dbo.vCompanyPE.comp_promote, dbo.vCompanyPE.Comp_OptOut
FROM dbo.Project LEFT OUTER JOIN
dbo.vCompanyPE ON dbo.Project.proj_CompanyId = dbo.vCompanyPE.Comp_CompanyId LEFT OUTER JOIN
dbo.vPersonPE ON dbo.Project.proj_PersonId = dbo.vPersonPE.Pers_PersonId
WHERE (dbo.Project.proj_Deleted IS NULL)
I marked the view as a 'Groups View' with the translation 'vSearchListProject'.
Once you have created the view the translations needed to create the project option on the Advanced Find drop down have to be added to the custom_edits metadata table.
To do this you need to go to
Administration -> Customization -> Translations
Add the translation
Caption Code: Project
Caption Family: AdvFindEntities
Caption Family Type: Choices
US Translation: Project
UK Translation: Project
As you can see in the screen shot below you can now move to the Advanced Find screen and you can search for your Projects.