I'm looking for a way to navigate to a platform's record form using the portal's search bar.
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2 hours ago
I want to change the behavior when searching for a record's field name using the portal's search bar.
Normally, using the portal's search bar searches the catalog and knowledge base articles.
I want to change this behavior so that when a record's field name is searched, the screen only transitions to the record's form if the field exists.
Is this possible by configuring AI search or similar?
<Search screen>
<Screen you want to transition to>
I think it would work if I implemented a script on the search results screen, but first I'd like to know how to set it up without writing any code.
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2 hours ago
What I want to implement is an employee portal (esc)
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2 hours ago
To change the portal's search bar behavior so that searching for a record's field name only transitions to the record's form if the field exists, you should be aware that:
- The AI Search configuration form allows you to set up search profiles, engines, and result limits. However, the "Enable Exact Match" option—which would allow direct navigation to a record if a field matches—is not supported in portals. Enabling this for a portal may cause navigation issues, and the system property controlling this is com.snc.agent_workspace.global_search.typeahead.exact_match_request_criterion_regex .
- You can enable and configure AI Search for the Knowledge Management Service Portal, but this does not provide conditional navigation based on field existence .
To request enhancements or customizations to the portal's search behavior, I would suggest submitting a request through the Idea portal.
