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How to autopopulate agent assist search bar?

JordyZ
Mega Sage

Hi,

 

I'd like to autopopulate the agent assist search bar with the content of the short description field. Right now, as you can see in the picture, the agent assist search bar gets autopopulated by the "search keywords" field, but it's like a background text, it can't be clicked/edited in the agent search bar.

 

How do I have the agent assist search take the content of the short description field (instead of the search keywords field)  AND have the text editable (instead of it being in the background?)

JordyZ_0-1712239635231.png

 

Any help is appreciated,

Jordy

 

4 REPLIES 4

Community Alums
Not applicable

Hi @JordyZ ,

  1. Navigate to All > Contextual Search > Table Configuration.
  2. Open any record where the UI type is Workspace.
  3. Select the Enable search as check box to make Agent assist use the value of a field for the searcher's identity.
  4. In the Search as field list, select the field in the record to use as the person doing the search.

    Search results for the user that you defined in the Search as a field appear in a separate tab next to the search results for the current user.

  5. Click Submit.
    This option appears in Agent assist as a slider that an agent can use to search while impersonating the user configured in the previous step. For example, the following image shows the value for Caller in the record used as the person doing the search.

Also, https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0813884

 

Hi @Community Alums , thanks for your reply!

 

In step 5 I don't see the picture you mention, could you please add it?

 

Kind regards, 

Jordy

IbrahimK4837164
Tera Contributor

You cannot directly change the Agent Assistant search bar functionality to automatically populate the contents of the short description field instead of the search keyword field. This limitation is built into the program itself and cannot be changed by the user. However, there are some workarounds that can be used to achieve a similar effect. Instead of trying to modify the search bar itself, you can use scripting or programming capabilities to automatically copy the contents of the short description field and paste it into the search keywords field.

Hi @IbrahimK4837164 , thanks so much for your reply. 

 

The search keywords field is already set up to automatically take the contents of the company/category/short description field (for example, Bank A | digital banking | profile missing). However, I don't want the agent assist search to search based on the contents of the search keyword field. It should just search on the short description.