How can i add a new source to global search

EvilRojo
Tera Expert

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

1 ACCEPTED SOLUTION

Saloni Suthar
Mega Sage
Mega Sage

Hi @EvilRojo ,

Please follow the below steps:

  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
      NameName to display for the search source in the global search results page.
      TableTable to make searchable for global search.
      ConditionsFilter conditions that table records must satisfy to be searchable.
      ApplicationApplication 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
      SourceName to display for the search source in the global search results page.
      OrderOrder of appearance for the search source in the search application configuration context.
      ApplicationApplication 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.


If my response helped you, please click on "Accept as solution" and mark it as helpful.
- Saloni

View solution in original post

5 REPLIES 5

Saloni Suthar
Mega Sage
Mega Sage

Hi @EvilRojo ,

Please follow the below steps:

  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
      NameName to display for the search source in the global search results page.
      TableTable to make searchable for global search.
      ConditionsFilter conditions that table records must satisfy to be searchable.
      ApplicationApplication 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
      SourceName to display for the search source in the global search results page.
      OrderOrder of appearance for the search source in the search application configuration context.
      ApplicationApplication 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.


If my response helped you, please click on "Accept as solution" and mark it as helpful.
- Saloni

@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?

EvilRojo
Tera Expert

If my table is custom, how can i configurate it to can apears in the global search?