Global Search adding custom table

[JECC]

Hi,
I already added the Transfer Order Line Task (alm_transfer_order_line_task) on the Text Search Group, and in the Dictionary I already clicked Generate Text Index, but the record is still not visible in the Global search. What I'm missing in the configuration.

Table:

Text Search Group:

Dictionary Entry:

Record trying to search:

Result:

[Diogo Ramos]

Which workspace were you using when you did your search? Maybe you can try looking at the tables m2m_search_context_config_search_source and sys_search_source and look if something needs to be added.

Hope it helps

Diogo

[Moin Kazi · Accepted solution]

Hi @JECC ,

Please follow step by step process to enable Global search -

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.

Result

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

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If you found my response **helpful**, I’d appreciate it if you could take a moment to select **"Accept as Solution"** and **"Helpful"** Your support not only benefits me but also enriches the community.

Thank you!
Moin Kazi

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