AI Search Configuration - searching reference fields

Dave Ainsworth1
Tera Contributor

‎11-14-2023 04:29 AM

Firstly, got to say that I am fairly impressed with AI Search and the performance. We are using it on one table with a few million rows and the speed in which it brings back results is impressive.
 
I just have a query on fields settings. We have AI search configured on an internal workspace where the requirement is to search on a custom table and be able to search by account number. The customer account table is referenced from the custom table.
 
Searching by account name works okay (I guess because it is the display value on the account) but I am struggling to set up being able to search on the account number. I have tried setting the searchable_dot_walk_fields which seems the most likely based on docs but it doesn't seem to make much difference.
 
When I search by account number, it brings back the actual account record as an 'Exact Match'. The user can't click on the card and nowhere have we configured it to search for actual account records. The user therefore can't search the custom table for records for the account number on the referenced account.
 
DaveAinsworth1_0-1699964837880.png

 

If I search on account name, it works okay...

DaveAinsworth1_1-1699964875813.png

 

 
Am I doing something wrong in the configuration or is there something I can change to prevent this?
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Brian Bakker
ServiceNow Employee
ServiceNow Employee

‎11-15-2023 02:43 AM

@Dave Ainsworth1 

Seems you already have an Indexed Source on Customer Account table [customer_account] with the name "[CSM AIS] Accounts", which is provided out-of-box, and why it returns the actual Account record. You will need to edit your Search Profile for your "[AIS] Next Experience Search Configuration" search application [sys_search_context_config] and remove the Search Source linked to the Indexed Source "[CSM AIS] Accounts", so that it no longer returns results from the Customer Account table [customer_account], and it should now use the searchable_dot_walk_fields mapping on your Indexed Source for your custom table.

 

Regards,

Brian

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Dave Ainsworth1
Tera Contributor
In response to Brian Bakker

‎11-22-2023 05:45 AM - edited ‎11-22-2023 05:46 AM

Hi Brian,


Thanks for the reply however I have created a new Search Application using its own Search Profile. In the Workspace search configuration, I specify that this Search Application is used. The Search Profile for this does not include the [CSM AIS] Accounts indexed source. I have only included sources for the 2 tables I am trying to search. If I understand correctly, this should not happen.

 

Just to make sure, I have also checked the "AIS] Next Experience Search Configuration" and this does not currently include the Indexed Source "[CSM AIS] Accounts". Accounts are an indexed source in the "CSM and FSM Configurable Workspace Foundation".

 

I am going to raise a ticket with support for them to look at this.


Thanks,

 

Dave

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