How to configure Global search for custom table record?

_Yash24
Tera Guru

Hi,

 

There is requirement to configure Global search for custom table record using its column which is  abcID.

If abcID is searched in Global search then as a result it should give abcID record.

Can someone guide on how to implement this? What all things tables are required to configure this requirement? 

 

Thanks.

2 REPLIES 2

Ravi Chandra_K
Kilo Patron
Kilo Patron

Hello @_Yash24 

Define the new search source in the Search Source [sys_search_source] table:

Navigate to the Search Source table's list view by selecting All, entering sys_search_source.list in the navigation filter, and pressing Enter.

Select New.

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.

Select Submit.

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:

In the navigation filter, enter m2m_search_context_config_search_source.list and press Enter.

Select New.

Select the additional actions icon ,then select Configure > Form Layout.

Use the slushbucket to add the Search context config field to the selected field list, then select Save.

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.

 

Select Submit.

(Optional) Reorder search sources for the global or workspace search application:

Navigate to All > AI Search > Search Experience > Search Applications.

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.

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.

 

 

You can also refer below documentation:

https://www.servicenow.com/docs/bundle/washingtondc-platform-administration/page/administer/search-a...

 

Please mark the answer as helpful and correct if helped. 

Kind Regards,

Ravi Chandra  

 

Hi @Ravi Chandra_K ,

Thank you for your reply!

I tried implementing it as per above steps and now it is searching custom table record but there is additional requirement to this.

We have created changeID column on custom table which is referring to Change Request (abcID and Change Request relation) and if I search abcID in global search then as a result it should give me Change Request record which is present on custom table changeID field.

 

Can we do that?

 

Thanks!