May I use contextual search in catalog item?

samye
Tera Contributor

Hello,

May I use contextual search in catalog item? I knew contextual search can be used for fields in table(form), record producer and wizard. Is it possible to use contextual search for certain field (eg. short desc) in a catalog item?

I checked below wiki document. Seems it does only mentioned how to config contextual search in table(form), record producer and wizard. Any help will be much appreciated.

Contextual Search - ServiceNow Wiki


Sam

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Laxman8
Kilo Expert

I am not able to find The Macro Variable in variable List

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mandle
Mega Guru

Yes you can Hui!



It does require a modification to the "Record Producer" field on the "Record Producer Configuration" Table.


Interestingly ServiceNow named that field (column) "sc_cat_item" rather than "sc_cat_item_producer". So that was my first hint that "extending" Contextual Search to any type of Catalog Item was probably very simple and supported.



  1. Navigate to https://yourinstance.service-now.com/cxs_rp_config_list.do (This is the Contextual Search > Record Producer Configuration table)
  2. Right-click on the "Record Producer" field label and select "Configure Dictionary".
  3. Select the "Reference Specification" Form Section.
  4. Take note that the Reference table currently set out of box is "Record Producer" (which is of course extended from sc_cat_item)
  5. Set "Reference" to "Catalog Item". Then "Save" the Dictionary Entry (you could also go ahead and change the label to "Catalog Item" as well.
  6. Now create a new "Record Producer Configuration" record for your Catalog Item and make sure that it has some kind of text variable you can select as the "Search Variable" and you are all set.


I chose to add Contextual Knowledge Search to the Apple iPad 3 Catalog Item as a way for a prospective orderer to checkout some FAQs...



Wouldn't it be cool to include Contextual Search on complex Catalog Items / Order Guides? This way if the user has issues or questions during completion of those items and guides they can get it inline!



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I followed your steps and can see the KB articles auto-populate but only when I fill out a form within the platform, not from the service catalog. Any ideas?




Works here:


Screen Shot 2017-11-30 at 1.58.28 PM.png



But not here:



Screen Shot 2017-11-30 at 1.57.58 PM.png


Kristina2
Tera Contributor

Need some assistance with a Complex requirement . 

In the End User Portal , we have a Contextual search in place . 

So when a End user types some keywords , below he gets some results in the Contextual Search , which derives the records from a Knowledge articles .

Requirement is to build a Contextual search which would show the Demands from a Demand table in the Contextual search according to the keywords .

 

This is awesome @mandle! Things changed a bit in Madrid, but overall you gave enough tips in order for it to work. I used this for our "generic" request form to populate catalog items as suggestions to be used instead of the generic form. Here is it in action:

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