How to configure Global Search for custom table records.

[swathi55]

Hello,

I have created a custom table which extends the task table. Now i want the custom table number to be available in Global Search. I tried configuring the search sources but its not working.  Can someone help me with the process to configure or any documentation? Currently in Zurich release using SOW Workspace. 

Thanks

[Dr Atul G- LNG]

Hi @swathi55 

Define the new search source in the Search Source [sys_search_source] table:

Navigate to the Search Source table's list view by selecting All, entering sys_search_source.list in the navigation filter, and pressing Enter.

Select New.

On the Search Source form, fill in the fields.

 Field Description

Name Name to display for the search source in the global search results page.

Table Table to make searchable for global search.

Conditions Filter conditions that table records must satisfy to be searchable.

Application Application scope for the search source. This field is automatically set.

Select Submit.

Link the new search source to the record for the global or workspace search application in the Search Application Configurations [m2m_search_context_config_search_source] table:

In the navigation filter, enter m2m_search_context_config_search_source.list and press Enter.

Select New.

Select the additional actions icon ,then select Configure > Form Layout.

Use the slushbucket to add the Search context config field to the selected field list, then select Save.

On the Application Search Sources form, fill in the fields.

Field Description

Source Name to display for the search source in the global search results page.

Order Order of appearance for the search source in the search application configuration context.

Application Application scope for the search source. This field is automatically set.

Search context config 

Record for the global or workspace search application in the Search Application Configuration [sys_search_context_config] table.

To add the search source for global search, select the Now Experience Search Configuration record.

To add the search source for a workspace application, select the record for that application. For example, to add a search source for Agent Workspace, select the Agent Workspace Search Config record.

Select Submit.

(Optional) Reorder search sources for the global or workspace search application:

Navigate to All > AI Search > Search Experience > Search Applications.

Open the record for the search application.

Note: For global search, edit the Now Experience Search Configuration record. For a workspace application, edit the record for that application, such as the Agent Workspace Search Config record for Agent Workspace.

In the Application Search Sources related list, edit the Order values for search source records to alter the display order for table filters on the application's search results page.

You can also refer below documentation:

https://www.servicenow.com/docs/bundle/washingtondc-platform-administration/page/administer/search-a...

[Dr Atul G- LNG]

https://www.servicenow.com/community/developer-forum/how-to-enable-global-search-for-the-custom-tabl...

1. Define the new search source in the Search Source [sys_search_source] table:
   1. Navigate to the Search Source table's list view by selecting All, entering sys_search_source.list in the navigation filter, and pressing Enter.
   2. Select New.
   3. On the Search Source form, fill in the fields.

      Field	Description
      Name	Name to display for the search source in the global search results page.
      Table	Table to make searchable for global search.
      Conditions	Filter conditions that table records must satisfy to be searchable.
      Application	Application scope for the search source. This field is automatically set.

   4. Select Submit.
2. Link the new search source to the record for the global or workspace search application in the Search Application Configurations [m2m_search_context_config_search_source] table:
   1. In the navigation filter, enter m2m_search_context_config_search_source.list and press Enter.
   2. Select New.
   3. Select the additional actions icon (  ), then select Configure > Form Layout.
   4. Use the slushbucket to add the Search context config field to the selected field list, then select Save.
   5. On the Application Search Sources form, fill in the fields.

      Field	Description
      Source	Name to display for the search source in the global search results page.
      Order	Order of appearance for the search source in the search application configuration context.
      Application	Application scope for the search source. This field is automatically set.
      Search context config	Record for the global or workspace search application in the Search Application Configuration [sys_search_context_config] table. To add the search source for global search, select the Now Experience Search Configuration record. To add the search source for a workspace application, select the record for that application. For example, to add a search source for Agent Workspace, select the Agent Workspace Search Config record.

   6. Select Submit.
3. (Optional) Reorder search sources for the global or workspace search application:
   1. Navigate to All > AI Search > Search Experience > Search Applications.
   2. Open the record for the search application.
      Note: For global search, edit the Now Experience Search Configuration record. For a workspace application, edit the record for that application, such as the Agent Workspace Search Config record for Agent Workspace.
   3. In the Application Search Sources related list, edit the Order values for search source records to alter the display order for table filters on the application's search results page.

[swathi55]

Thank you for your response. I configured the above steps and did indexing for the table.but the search is not working..

[Tanushree Maiti]

Hi @swathi55 

Procedure

1. Define the new search source in the Search Source [sys_search_source] table.
   1. Select All.
   2. In the Filter field, enter sys_search_source.list.
   3. Press Enter.
   4. Select New.
   5. On the Search Source form, fill in the fields.
       Field Description

      Name	Name to display for the search source in the global search results page.
      Table	Table to make searchable for global search.
      Conditions	Filter conditions that table records must satisfy to be searchable.
      Application	Application scope for the search source. This field is automatically set.

   6. Select Submit.
2. Link the new search source to the record for the global or workspace search application in the Search Application Configurations [m2m_search_context_config_search_source] table.
   1. Select All.
   2. In the Filter field, enter m2m_search_context_config_search_source.list.
   3. Press Enter.
   4. Select New.
   5. Select the additional actions icon , then select Configure > Form Layout.
   6. Use the slushbucket to add the Search context config field to the selected field list, then select Save.
   7. On the Application Search Sources form, fill in the fields.
       Field Description

      Source	Name to display for the search source in the global search results page.
      Order	Order of appearance for the search source in the search application configuration context.
      Application	Application scope for the search source. This field is automatically set.
      Search context config	Record for the global or workspace search application in the Search Application Configuration [sys_search_context_config] table. To add the search source for global search, select the Now Experience Search Configuration record. To add the search source for a workspace application, select the record for that application. For example, to add a search source for Agent Workspace, select the Agent Workspace Search Config record.

   8. Select Submit.
3. Optional: Reorder search sources for the global or workspace search application.
   1. Navigate to All > AI Search > Search Experience > Search Applications.
   2. Open the record for the search application.
      Note:

      For global search, open the Now Experience Search Configuration record. For a workspace application, open the record for that application, such as the Agent Workspace Search Config record for Agent Workspace.
   3. In the Application Search Sources related list, edit the Order values for search source records to alter the display order for table filters on the application's search results page.

Result

The new search source appears in global or workspace search results.

Ref: Search settings filter and group global search results by table