Allow Service Portal Search feature to search for user profile in ORG CHART

etobia · ‎08-11-2017

Hello,

We have a new requirement to expand or allow search feature in Service Portal to search for user profile to see bios in the org chart. Looking for some help as I am new to service portal.

Thank you.

Edwin

jesseadams · ‎08-16-2017

You can do the same thing in Helsinki but since search sources are not available you'll need to follow slightly different steps.

To do this in Helsinki you would go to your portal record, find the related list for search groups and create a new search group.

In that new search group record, set your table( sys_user), the page you want to open the result records in when clicked and add a filter.. like active = true for example.

View solution in original post

Rama Chandra D · ‎08-12-2017

Hi Edwin,

If you want to be able to search for users in service portal, you should add 'Users' as one of the search sources and then point it to the user profile page to see the details of the searched user.

Navigate to Service Portal > Portals > Select Service Portal.

Under Related Lists Search Sources, Click new and configure in the following manner,

Note: Make sure to change the HTML as in the screenshot.

Under Data Source:

Under Typehead:

Click Update.

Load Service Portal. You should be able to search users now. If the bio's are populated on the live_profile table, you should the 'bio' in the user_profile page as well.

Darshak

etobia · ‎08-16-2017

Hello Darshak,

Thank you for this great information. But for some reason, I am having trouble navigating to create new 'Search Source' following this path you provided. Am i missing something here?

Thanks.

Navigate to Service Portal > Portals > Select Service Portal.

Under Related Lists Search Sources, Click new and configure in the following manner,

jesseadams · ‎08-16-2017

Hi Edwin,

It looks like you're on Helsinki. Search sources are available starting in Istanbul but you should be able to accomplish the same thing using the search groups related list at the bottom of the page in the screenshot you provided.

Search groups are not quite as configurable but you should be able to select which table you want to search and add an appropriate filter.

etobia · ‎08-16-2017

Thanks Jesse....that's what i thought. Thanks for the quick response. I will try using search groups.