How to enable employee centre search box to show the incident/request result

Resourc
Tera Contributor

Hi can any one guide me the steps to configure the employee centre search box 
when ever I search Incident/RITM number not able to find the data


Resourc_0-1756919843113.png

Thanks in advance

1 ACCEPTED SOLUTION

VikMach
Mega Sage

@Resourc, to enable global search for Incident/RITM or any other table.
Follow the steps below.

Step 1) Go to "Search Sources" under Service Portal from Navigation.

VikMach_0-1756980485557.png


Step 2) Create new record and add the details for the desired table (Example I have done for Incident).
Leave the "Search page template" as default. (Modify only if you need different output on portal page)

VikMach_1-1756980624207.png

Step 3) Define the table you wish to query for search result and required field. (Keep limited fields)

 

VikMach_2-1756980705472.png


Step 4)  Update typehead

VikMach_3-1756980746799.png

 

Step 5) Add the portal name to which you wish to allow users to search the Incident/RITM 

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Result :

VikMach_5-1756980944093.png



Hope this helps.
Let me know if any issues.

Regards,
Vikas K

 



View solution in original post

12 REPLIES 12

@Chavan AP it seems that you shared your own PDI, in that case you need to give access to it or to tell @Resourc to change the URL matching their PDI.

Or what was the ambition of sharing the two links? @Chavan AP 

@Resourc please, can you explain your requirement?

 

it’s not expected to search for INC nor RITMs there because end users who are primarily using the portal (or esc) will access their own records from a widget and they are not supposed to see records for someone else, why would they?

———
/* If my response wasn’t a total disaster ↙️ drop a Kudos or Accept as Solution ↘️ Cheers! */


Hey @GlideFather 
Thanks for the clarification 
yes end users when they search their request number or RITM,
that should be viewd only belongs to them
for ex: I have RITM raised I should do global search and check in employee portal this is requirment

Hi @Resourc 

 

for that you use the OOTB widget:

GlideFather_0-1756979680070.png

 

If you want to adjust it, copy it and make the changes. But for what you described, this is sufficient as it displays INC and RITM but ONLY relevant to the logged in user - so they see only incidents and requests where they are callers, requested by or requested for (when requested on their behalf by somebody else).

 

You can filter active and inactive (eventually open x closed) records and if there are too many you use the search field above the list.

 

The main search field is configured for different purposes.

 

Let me know if this answers your question

———
/* If my response wasn’t a total disaster ↙️ drop a Kudos or Accept as Solution ↘️ Cheers! */


So the search is done here:

GlideFather_1-1756979897614.png

 

———
/* If my response wasn’t a total disaster ↙️ drop a Kudos or Accept as Solution ↘️ Cheers! */


@Thanks for you solution yes  its OOB behaviour