Case - related search within CSM/FSM Configurable workspace
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‎03-07-2023 12:48 PM
I am after some information around Related search in the Case form within CSM/FSM Configurable Workspace. From what I can see at the moment when creating a case, when you start to write in Short description - the related search starts to populate, obviously looking for cases with a similar short description.
Is there anyway that this can be changed to search anything within cases or if not can we change it to sort on the Description as opposed to the Short Description.
The reason for asking, is the customers current platform, which they are moving away from gives them complete contextual search from within their form.
If we are able to change from Short description related search to a Description related search, then please can you let me know whether this could have an impact if there would be an impact when the platform gets upgraded.
As always will welcome any ideas/thoughts from the contributors
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‎03-08-2023 03:04 AM
In the contextual search < Properties < When a Form configuration is created a search field with a name matching this property will be automatically created - you can update with your requirement.
Please mark the answer helpful and accept it as a solution
Thanks
Akash