How to enable global search for the custom table

ramesh_r
Mega Sage

‎02-21-2024 07:51 PM

Hi Team,

 

I have created a custom table called "x_93513_servicenow_user_account". I want to use the global search functionality for this table. for that, i have done the below configuration but still not working.

Please let me know what i need to do Next .?

 

ramesh_r_0-1708573755760.png

 

ramesh_r_1-1708573856314.png

 

 

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4 REPLIES 4

Community Alums
Not applicable

‎02-21-2024 08:19 PM

Hi @ramesh_r ,

  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.

ramesh_r
Mega Sage
In response to Community Alums

‎02-21-2024 08:49 PM

@Community Alums 

 

I just did the above steps but still not working.

 

This is my custom table and i want use the short description for search

 

ramesh_r_0-1708577358674.png

 

 

0 Helpfuls

DBaeta
Tera Contributor
In response to ramesh_r

‎07-22-2024 12:56 AM

@ramesh_r I am not sure if you're still looking for an answer regarding this, but here's what I found, as I was trying a somewhat similar thing:

  1. You need to follow the steps left in the comment above
  2. The table must be indexed. This is what made it work for me!

Here are the steps I followed to have it working:

  1. https://docs.servicenow.com/bundle/washingtondc-platform-administration/page/administer/search-admin... -> Section "Add a search source for Next Experience UI"
  2. https://docs.servicenow.com/bundle/washingtondc-platform-administration/page/administer/search-admin...
  3. https://docs.servicenow.com/bundle/washingtondc-platform-administration/page/administer/search-admin...

I hope this works for you too!

The only thing is that I also wanted to be able to search on dot-walked fields and seems like it's not possible...or at least I have not found a way a to make it work.

Priya madyapgol
Tera Contributor
In response to ramesh_r

‎05-01-2025 10:22 PM

Hi @ramesh_r ,

Did you able to solve this!? 

I have same requirement on sn_customerservice_case_rejection Table, and follow all the steps mentioned above, but which is not working.

If you solve this, could you please let me know how you have done this.

 

Thanks,

Priya

0 Helpfuls