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06-04-2024 04:44 PM
I want to add a custom table like source to my global search, i want to be abble to find a data from field in that table
example:
Table: u_testExa
number: TARG992267
field: id_prod: 345623A-23-ASW
Global search: 345623A-23-ASW
Result: TARG992267
Solved! Go to Solution.
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06-04-2024 05:55 PM
Hi @EvilRojo ,
Please follow the below steps:
- Define the new search source in the Search Source [sys_search_source] table:
- Navigate to the Search Source table's list view by selecting All, entering sys_search_source.list in the navigation filter, and pressing Enter.
- Select New.
- On the Search Source form, fill in the fields.
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. - Select Submit.
- 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:
- In the navigation filter, enter m2m_search_context_config_search_source.list and press Enter.
- Select New.
- Select the additional actions icon (
- Use the slushbucket to add the Search context config field to the selected field list, then select Save.
- On the Application Search Sources form, fill in the fields.
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.
- Select Submit.
- (Optional) Reorder search sources for the global or workspace search application:
- Navigate to All > AI Search > Search Experience > Search Applications.
- 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.
- 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.
If my response helped you, please click on "Accept as solution" and mark it as helpful.
- Saloni
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06-04-2024 05:55 PM
Hi @EvilRojo ,
Please follow the below steps:
- Define the new search source in the Search Source [sys_search_source] table:
- Navigate to the Search Source table's list view by selecting All, entering sys_search_source.list in the navigation filter, and pressing Enter.
- Select New.
- On the Search Source form, fill in the fields.
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. - Select Submit.
- 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:
- In the navigation filter, enter m2m_search_context_config_search_source.list and press Enter.
- Select New.
- Select the additional actions icon (
- Use the slushbucket to add the Search context config field to the selected field list, then select Save.
- On the Application Search Sources form, fill in the fields.
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.
- Select Submit.
- (Optional) Reorder search sources for the global or workspace search application:
- Navigate to All > AI Search > Search Experience > Search Applications.
- 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.
- 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.
If my response helped you, please click on "Accept as solution" and mark it as helpful.
- Saloni
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01-22-2025 03:08 PM
@Saloni Suthar-I have to add global search for entity name field from sn_grc_profile table I have created search sources,text search groups,text index and followed what you suggested above but still dows not work could you pls advice?
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01-22-2025 03:10 PM
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06-05-2024 11:31 AM
If my table is custom, how can i configurate it to can apears in the global search?