Hi All,
Requirement Description: There is a requirement to search records from a custom extended CSM Case table by Short Description in the CSM/FSM Configurable Workspace.
In order to achieve the above requirement , follow the below steps.
1. Plugin Activation:- Please activate the "sn_uib_lookup" plugin , if its activated please update the latest version. Attached screenshot as your references.
2. AI Search Profile:- Create AI Search profile for custom extended table.Attached screenshot as your references.
AI Search Profiles -> Go to "[CSM AIS] Configurable Workspace Search Config" -> Select "Create and Link"
-> Add custom extended table.
Open the custom table record and attached index sources.
3. Indexed Sources:-
Add field mapping for search for short description, description and add custom table etc. Attached screenshot as your references.
Also important to click "Index All Tables" to reflect the changes.
Expected Output :-
After configuration, the result will be displayed as shown in the attached screenshot for your reference.
Please mark helpful & correct answer if its worthy for you.
