After searching, how to show the user only catalog items related to Employee Center (AI Search)

[Elton2]

Hi everyone, how are you?!

In the client environment, there are 2 portals available (Employee Center and Service Portal), however, when the user is in the Employee Center and searches in the "Search Bar" (img1) for a Catalog Item, I would like it to only show the Catalog Items linked to the Employee Center (Those Items that are in the taxonomy).

Note: The Employee Center that I am customizing already has AI Search enabled (img2).

I studied here and saw that there is the possibility of accessing the "Search Application" module (img3) and choosing the Search Application, which is "ESC Portal Default Search Application".

The suggestion is to go to the "Search Source" related list, choose the source, which will be "Request" and "Articles" by default (img4), and then apply a filter, for example: [Catalog → is → Employee Center Catalog].

However, this is not possible, because every time I click the "NEW" button in the "Search Source" related list, it says I don't have permission (img5).

I would like to know if someone could help me? How can I show only items from specific Employee Center catalogs (items related to taxonomy > topics, etc.)?

Thanks so much!

[YaswanthKurre · Accepted solution]

Hi @Elton2 .

You have to create your own search source for the portal. You need have ai search admin/ admin role to edit those. Get that access and try again.

Mark this as helpful and correct, if this helps.

Thanks,

Yaswanth.

[YaswanthKurre · Accepted solution]

Hi @Elton2 .

You have to create your own search source for the portal. You need have ai search admin/ admin role to edit those. Get that access and try again.

Mark this as helpful and correct, if this helps.

Thanks,

Yaswanth.

[Elton2]

Hi @YaswanthKurre , how are you?!

I would like to thank you for your support!

I decide to include this role aisa_admin in my user.

Thanks again!!! 😉

[James Chun · Accepted solution]

Hi @Elton2,

It looks like the 'ESC Portal Catalogs' Search Source [ais_search_source] includes all catalogs (except Admin Home) by default.

You would need to add another condition to exclude the items that are not within your taxonomy.

e.g.

You can either update the existing Search Source or create a new one and associated it to the 'ESC Portal Default Search Profile'. Note that the 'ESC Portal Default Search Profile' can be accessed by opening the 'Search Profile' field of the 'ESC Portal Default Search Application'.

You will probably need to publish the Search Profile again to reflect the changes.

Hope that helps, cheers

[Elton2]

Hi @James Chun , how are you?!

1) I created a new "Search Applications Configuration" named "New ESC Portal Search Application",
then associated it with the "ESC Portal Default Search Profile" (img-01).

2) I accessed the "ais_search_source" list, located "ESC Portal Catalogs" and included one last condition:

[Taxonomy topic . Taxonomy] is [Taxonomy that was cloned] (img-02).

3) In the "Search Source Facet Buckets" (related list of "Search Applications Configuration") I added
"ESC Portal Catalogs" (img-03).

Note: I did some search tests here on the Portal and it's still bringing up some Catalog Items that don't belong
exclusively to the ESC Taxonomy, I believe it has some relation to the conditions of "Search Sources" (img-04).

It may be necessary to change all the conditions, but I will check this with my team next Monday.

I would really like to thank you for your support!

These tips were great and I will share them with more people! 😉

Thanks again!