how to show my workspace under global search

vijani
Tera Guru

Hi

how  can i make it visable my newely configurable workspace under global search dropdown

 

 

vijani_0-1781103879470.png

@Ankur Bawiskar 

 

1 ACCEPTED SOLUTION

vijani
Tera Guru

After doing these steps i have followed below servicenow doc
sys_search_source
sys_search_context_config
m2m_search_context_config_search_source_list
Also enabled global search for my workspace in ui builder

 

It's resloved with help of the below servicenow document 
Add a workspace application to the Unified Navigation search context menu • Zurich ServiceNow AI Pla...

 

Add a workspace application to the Unified Navigation search context menu:

Enable users to view results for their Unified Navigation searches in workspace applications as well as in global search.

Before you begin

You must be using Next Experience UI.

The workspace application that you want to add to the search context menu must be installed. A search application configuration record must exist for the workspace, with AI Search specified as the search engine. If you need to create a new search application configuration record for the workspace, see Create a search application configuration for AI Search.

Role required: admin

About this task

You can add a workspace application, such as CSM/FSM Configurable Workspace, to the Unified Navigation search context menu. Adding the workspace application to the search context menu enables users to switch between global search results and search results from the specified workspace.

Procedure

  1. Copy the sys_id of the record for the search application configuration for the chosen workspace:
    1. Navigate to All > AI Search > Search Experience > Search Applications.
    2. Open the record for the chosen workspace's search application configuration.
      As an example, for Agent Workspace, open the Agent Workspace Search Config record.
    3. Select the Additional actions icon vijani_0-1781578116344.png

       

      , then select Copy sys_id.
  2. Define a globalSearchDataConfigId UX page property to map the search application configuration record to the workspace's UX application:
    1. Navigate to the UX Page Property [sys_ux_page_property] table's list view by selecting All, entering sys_ux_page_property.list in the Filter field, and pressing Enter.
    2. Select New.
    3. On the UX Page Property form, fill in the fields as follows:
       Field Description
      PageUse the Lookup using list icon vijani_1-1781578116346.png

       

       to select the UX Application record for your workspace.
      NameEnter globalSearchDataConfigId.
      TypeSelect string.
      ValueEnter the search application configuration record sys_id that you copied in step 1.c.
    4. Select Submit.
  3. Copy the sys_id of the record for the Workspace Global Search Configuration that you want workspace search to use:
    1. Navigate to the Workspace Global Search Configuration [sys_aw_global_search_config] table's list view by selecting All, entering sys_aw_global_search_config.list in the navigation filter, and pressing Enter.
    2. Open the record for the Workspace Global Search Configuration that you want workspace search to use.
      If you have a custom Workspace Global Search Configuration record that you want to use, open that record. Otherwise, open the Workspace search settings record.
    3. Select the Additional actions icon vijani_2-1781578116348.png

       

      , then select Copy sys_id.
  4. Define a global_search_configurations UX page property to configure the workspace's search settings:
    1. Navigate to the UX Page Property [sys_ux_page_property] table's list view by selecting All, entering sys_ux_page_property.list in the Filter field, and pressing Enter.
    2. Select New.
    3. On the UX Page Property form, fill in the fields as follows:
       Field Description
      PageUse the Lookup using list icon vijani_3-1781578116349.png

       

       to select the UX Application record for your workspace.
      NameEnter global_search_configurations.
      TypeSelect json.
      ValueEnter the following JSON:
      {
        "globalSearchViewConfigId": "00000000000000000000000000000000",
        "globalSearchRoute": "search"
      }

      Replace the globalSearchViewConfigId value of 00000000000000000000000000000000 with the Workspace Global Search Configuration record sys_id that you copied in step 3.c. For example, if you selected the Workspace search settings record, replace the value with 97a574ea53c0130084acddeeff7b12a6.

    4. Select Submit.
  5. Enable Unified Navigation search for the chosen workspace:
    1. Navigate to the UX Page Property [sys_ux_page_property] table's list view by selecting All, entering sys_ux_page_property.list in the Filter field, and pressing Enter.
    2. Look for a UX Page Property record with name chrome_header and page matching the chosen workspace.
      As an example, for Asset Workspace, look for a record with name chrome_header and page Asset Workspace.
    3. If a chrome_header record exists for the workspace, edit it and change the searchEnabled JSON element to true in its Value field, then select Update.
    4. If no chrome_header record exists for the workspace, select New and fill in the UX Page Property form fields as follows, then select Submit.
       Field Description
      PageUse the Lookup using list icon vijani_4-1781578116350.png

       

       to select the UX Application record for your workspace.
      NameEnter chrome_header.
      TypeSelect json.
      ValueEnter the following JSON:
      {
        "privatePage": {
          "searchEnabled": true
        }
      }
  6. Refresh your browser tab to reload the ServiceNow AI Platform®.
  7. Clear your instance's system cache by entering <instance-name>.service-now.com/cache.do in your browser's address bar and pressing Enter.
    Important:
    Clearing the system cache can affect overall performance and degrade system response times. Don't run cache flushes during business hours, and don't trigger cache flushes automatically.

Result

The chosen workspace appears as an option in the Unified Navigation search context menu for users who have it assigned. Users can switch to the workspace's search context. For more details on using the search context menu to switch application contexts, see View and open search results using workspace applications in Next Experience Unified Navigation.


Thanks for your support @Tanushree Maiti @Dr Atul G- LNG 

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4 REPLIES 4

Dr Atul G- LNG
Tera Patron

https://www.servicenow.com/community/architect-forum/how-to-configure-a-new-global-search-for-a-work...

 

https://www.servicenow.com/community/developer-forum/how-to-configure-global-search-in-workspace-to-...

 

These 2 links will help you.

*************************************************************************************************************
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/dratulgrover [ Connect for 1-1 Session]

****************************************************************************************************************

vijani
Tera Guru

Hi @Tanushree Maiti 

I have completed the required configuration on the three tables (sys_search_source, sys_search_context_config, and m2m_search_context_config_search_source_list). However, I am still unable to access the workspace, and whenever I open an HR case, it redirects to the native view instead of the workspace.
vijani_0-1781166076762.png
Workspace and search source config also done 


 

vijani
Tera Guru

After doing these steps i have followed below servicenow doc
sys_search_source
sys_search_context_config
m2m_search_context_config_search_source_list
Also enabled global search for my workspace in ui builder

 

It's resloved with help of the below servicenow document 
Add a workspace application to the Unified Navigation search context menu • Zurich ServiceNow AI Pla...

 

Add a workspace application to the Unified Navigation search context menu:

Enable users to view results for their Unified Navigation searches in workspace applications as well as in global search.

Before you begin

You must be using Next Experience UI.

The workspace application that you want to add to the search context menu must be installed. A search application configuration record must exist for the workspace, with AI Search specified as the search engine. If you need to create a new search application configuration record for the workspace, see Create a search application configuration for AI Search.

Role required: admin

About this task

You can add a workspace application, such as CSM/FSM Configurable Workspace, to the Unified Navigation search context menu. Adding the workspace application to the search context menu enables users to switch between global search results and search results from the specified workspace.

Procedure

  1. Copy the sys_id of the record for the search application configuration for the chosen workspace:
    1. Navigate to All > AI Search > Search Experience > Search Applications.
    2. Open the record for the chosen workspace's search application configuration.
      As an example, for Agent Workspace, open the Agent Workspace Search Config record.
    3. Select the Additional actions icon vijani_0-1781578116344.png

       

      , then select Copy sys_id.
  2. Define a globalSearchDataConfigId UX page property to map the search application configuration record to the workspace's UX application:
    1. Navigate to the UX Page Property [sys_ux_page_property] table's list view by selecting All, entering sys_ux_page_property.list in the Filter field, and pressing Enter.
    2. Select New.
    3. On the UX Page Property form, fill in the fields as follows:
       Field Description
      PageUse the Lookup using list icon vijani_1-1781578116346.png

       

       to select the UX Application record for your workspace.
      NameEnter globalSearchDataConfigId.
      TypeSelect string.
      ValueEnter the search application configuration record sys_id that you copied in step 1.c.
    4. Select Submit.
  3. Copy the sys_id of the record for the Workspace Global Search Configuration that you want workspace search to use:
    1. Navigate to the Workspace Global Search Configuration [sys_aw_global_search_config] table's list view by selecting All, entering sys_aw_global_search_config.list in the navigation filter, and pressing Enter.
    2. Open the record for the Workspace Global Search Configuration that you want workspace search to use.
      If you have a custom Workspace Global Search Configuration record that you want to use, open that record. Otherwise, open the Workspace search settings record.
    3. Select the Additional actions icon vijani_2-1781578116348.png

       

      , then select Copy sys_id.
  4. Define a global_search_configurations UX page property to configure the workspace's search settings:
    1. Navigate to the UX Page Property [sys_ux_page_property] table's list view by selecting All, entering sys_ux_page_property.list in the Filter field, and pressing Enter.
    2. Select New.
    3. On the UX Page Property form, fill in the fields as follows:
       Field Description
      PageUse the Lookup using list icon vijani_3-1781578116349.png

       

       to select the UX Application record for your workspace.
      NameEnter global_search_configurations.
      TypeSelect json.
      ValueEnter the following JSON:
      {
        "globalSearchViewConfigId": "00000000000000000000000000000000",
        "globalSearchRoute": "search"
      }

      Replace the globalSearchViewConfigId value of 00000000000000000000000000000000 with the Workspace Global Search Configuration record sys_id that you copied in step 3.c. For example, if you selected the Workspace search settings record, replace the value with 97a574ea53c0130084acddeeff7b12a6.

    4. Select Submit.
  5. Enable Unified Navigation search for the chosen workspace:
    1. Navigate to the UX Page Property [sys_ux_page_property] table's list view by selecting All, entering sys_ux_page_property.list in the Filter field, and pressing Enter.
    2. Look for a UX Page Property record with name chrome_header and page matching the chosen workspace.
      As an example, for Asset Workspace, look for a record with name chrome_header and page Asset Workspace.
    3. If a chrome_header record exists for the workspace, edit it and change the searchEnabled JSON element to true in its Value field, then select Update.
    4. If no chrome_header record exists for the workspace, select New and fill in the UX Page Property form fields as follows, then select Submit.
       Field Description
      PageUse the Lookup using list icon vijani_4-1781578116350.png

       

       to select the UX Application record for your workspace.
      NameEnter chrome_header.
      TypeSelect json.
      ValueEnter the following JSON:
      {
        "privatePage": {
          "searchEnabled": true
        }
      }
  6. Refresh your browser tab to reload the ServiceNow AI Platform®.
  7. Clear your instance's system cache by entering <instance-name>.service-now.com/cache.do in your browser's address bar and pressing Enter.
    Important:
    Clearing the system cache can affect overall performance and degrade system response times. Don't run cache flushes during business hours, and don't trigger cache flushes automatically.

Result

The chosen workspace appears as an option in the Unified Navigation search context menu for users who have it assigned. Users can switch to the workspace's search context. For more details on using the search context menu to switch application contexts, see View and open search results using workspace applications in Next Experience Unified Navigation.


Thanks for your support @Tanushree Maiti @Dr Atul G- LNG