Search not working in Service Portal
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3 weeks ago
Hi Community, our team just developed contextual search for record producers in our dev instance and deployed up into our test instance. Everything is working perfecting in dev, but in test, none of the service portal searches work.
We've checked search sources, catalog, and knowledge base configurations on sp_portal and they are identical to dev:
The Search Context record with all the Record Producer configurations and Resource Configurations are also identical:
Does anyone have any suggestions on why search isn't working?
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3 weeks ago
Hi @davilu,
the last screenshot is taken from where? it seems like a form, is it a custom or ootb table?
Your search sources are set for KB and Catalogs... is the form from the last screenshot included under these two sources? also, check what fields are part of the searchable values.
Last but not least, is the form from last screen saved? due to the Details field with asterisk and presence of Submit button, it seems to me that this record was not submitted... perhaps try to submit it first and then try to search for it.
Having some value - in this case "military" on the form before saving means it's not save anywhere, it's just at the client's side (phone, laptop, etc) and the searches are made in the database (server side), so without submitting it's basically impossible to get that information.
Simple example - you search for flight tickets, you will insert destination from and to, but you don't hit the search button, so you cannot get the prices or see availability because the server doesn't know the inout values.
TL;DR:
- submit the last screenshot's form and THEN try to search for that value,
- review the search sources whether it's included.
Let me know your progress
/* If my response wasn’t a total disaster ↙️ ⭐ drop a Kudos or Accept as Solution ✅ ↘️ Cheers! */
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3 weeks ago
The last screenshot is of a record producer that has a search at the top and then contextual search configured for Short Description. The record is not saved or submitted, but that shouldn't matter. The whole point of the contextual search is so that users can be served up articles or catalog items that may help them in their submissions. This works perfectly in our development instance and for whatever reason, none of the searches work in test. Search sources are identical between the two instances and Knowledge and Catalogs are the sources we want. Thanks!
