How can i add a new source to global search

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EvilRojo
Tera Expert

‎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

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Saloni Suthar
Mega Sage
Mega Sage

‎06-04-2024 05:55 PM

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

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TStark
Kilo Sage

‎02-04-2025 11:36 AM - edited ‎02-13-2025 10:08 AM

If Saloni's solution doesn't work for you it's because you have one more step and that is to index the table in question.  After you've completed all the steps you can index the table in question by:

 

1. Navigating to "Dictionary Entries".... All > System Definition > Dictionary

2. Use the Table column to filter the tables by the name of your table and the Type column filtererd by type: Collection

3. Open the table in question and under Related Lists click "Generate Text Index"

 

Some tables, such as cmdb_ci, don't have "Generate Text Index" as an option under Related Lists. In this case you will need to index the parent table (in this example: cmdb) which means all child tables of that parent will be indexed.  You can index the parent table by following the same steps I've listed above and filtering for the parent table (i.e. cmdb) then clicking on the "Text Index" check box. Once the parent table is indexed you can then see and select "Generate Text Index" from the Related Links.

**NOTE: This will index all of the direct child tables. Text indexing can be a resource-intensive task that may take a while to complete. You may notice performance degradation or incomplete search results during index generation.***

- Tony