Global Search: Name and Attachment

[Aaviii]

I have a requirement to search records in global search by name, short description or attachment title for custom table. OOB am able to search incidents by name and short description. 

[Martin Friedel]

Hello,

check this article to configure Global Search for a custom table:

Search settings filter and group global search results by table 

If my answer helped you, please accept it as correct and mark helpful, thank you 👍
Martin

[Murtaza Saify]

1. Enable Global Search for the Custom Table

• Navigate to System Definition > Tables and open your custom table.

• Ensure the Allow Global Search checkbox is checked.

---

2. Modify the Search Source Configuration

ServiceNow uses Elasticsearch for global search. You need to configure the search source for your custom table to include sys_attachment (file names/titles).

Steps:

1. Go to Search > Search Administration > Search Sources.

2. Open the search source associated with your custom table (e.g., [table]_source).

3. Add sys_attachment as a related table:

   • Under Related Tables, click New.

   • Set Table to sys_attachment.

   • Configure the Join Condition:

     • table_sys_id (sys_attachment) = sys_id (custom table)

     • table_name (sys_attachment) = your custom table's name (e.g., u_custom_table).

   • Add the file_name field (attachment title) to the list of searched fields.

4. Adjust field weights (optional) to prioritize results from name, short_description, or file_name.

---

3. Verify Permissions

Ensure users have read access to:

• The custom table.

• The sys_attachment table for records linked to the custom table.

---

4. Rebuild the Search Index

After configuration, rebuild the search index to apply changes:

1. Go to Search > Search Administration > Index Management.

2. Select your search source and click Rebuild Index.

---

5. Test the Global Search

Search for a term that appears in:

• The custom table’s name or short description.

• The title of an attachment linked to the record.