Contextual Search help

[Adam Peterson]

Hello experts,

We are implementing the Contextual Search and it is working great. We have several different teams using the incident management but we are only starting knowledgebase with one team. If I turn on Contextual Search then everyone will see the results when they type in the short discription. I know I can set the articles to certain roles so everyone can't read them but I don't even want the search results to appear if they are not part of the knowledgebase.

Is there a way to turn it of if they are part of a certain role? I couldn't find a "label" for the contextual search and turn it false if they aren't allowed...

Can anyone give me some guidance? TIA

Thanks,

-Adam

[chrishenson]

Hello Adam,

We re-jigged the UI a little in Geneva so the condition you're looking for is called 'Match condition' on the Table Configuration in Fuji.   Should be on the main form.

Regards,

Chris

[Adam Peterson]

Oh ok. I was messing with this awhile ago and it wasn't working. But looks like I have to save the incident and then it worked. Any idea to have it work onload? I tried a filter that was openedby.defaultgroup and thought that might already be captured but it still showed results when they created a new incident. But if I saved it and then change the short description, the contextual search was off(Which is what I want but onload). Ideas?

[Adam Peterson]

Looking like this 'match condition' is after the incident is saved and not onload...

[chrishenson]

Hello Adam,

Bit late on the reply!

The match condition is evaluated server side so only works against existing records.   On new records we do not check the match condition and if we did, it would only check default values.

Regards,

Chris