How do I configure the preview of exact match result in global search

Nisarg Thakur
Tera Guru

When I search one of our records by number in the global search, it gives me a preview. In this preview, the title field is displaying the stage of the record instead of the short description. Anyone has any idea how do I change that to show short description instead?

Exact match preview.PNG

When I click on View results, it shows me two groups: 'Exact match' and 'HR Case'. Under the HR Case group, it shows short description as expected, but not under the 'Exact match'.

Exact match.png

Any responses appreciated!

1 ACCEPTED SOLUTION

Nisarg Thakur
Tera Guru

Referred to this article: Text search views control format of global search results for tables.

It explains,

Global search uses the first string field in the table's text_search list view that is not the number field. If there is no matching string field or the contents of the field is empty, the system displays the text "No title" in the session language.

For example, in the default text_search view for the Incident table, the short description field satisfies the title criteria. Global search uses this field as the search result title.

I had used this before for the base HR case table, but the 'Exact match' looks if the 'text_search' view is configured for the specific table, which I did not have for the operations case table. I created the text_search view for sn_hr_core_case_operations table and moved the short description to be the first string field in the list. Doing that updated the "exact match' preview as well. 

NisargThakur_1-1669914497868.png

View solution in original post

1 REPLY 1

Nisarg Thakur
Tera Guru

Referred to this article: Text search views control format of global search results for tables.

It explains,

Global search uses the first string field in the table's text_search list view that is not the number field. If there is no matching string field or the contents of the field is empty, the system displays the text "No title" in the session language.

For example, in the default text_search view for the Incident table, the short description field satisfies the title criteria. Global search uses this field as the search result title.

I had used this before for the base HR case table, but the 'Exact match' looks if the 'text_search' view is configured for the specific table, which I did not have for the operations case table. I created the text_search view for sn_hr_core_case_operations table and moved the short description to be the first string field in the list. Doing that updated the "exact match' preview as well. 

NisargThakur_1-1669914497868.png