service portal search

Avinash Kumar K
Tera Expert

‎03-15-2023 05:50 AM

HI,

we have created a service portal and trying to achieve customize search

we are trying to limit the search scope to the record producer we have created but the search is going to the record producer table view, instead of tryit view.

Preview file
79 KB
0 Helpfuls
  • 684 Views
1 REPLY 1

Punit S
Giga Guru

‎03-23-2023 03:01 PM

It sounds like you're looking to customize the search functionality in your ServiceNow Service Portal to limit the search scope to a specific record producer you've created. Here are some steps you can take to achieve this:

  1. Go to the Service Portal > Portals menu and select the portal that you want to customize.
  2. Navigate to the Search Configuration page by clicking on the Search Configuration link.
  3. On the Search Configuration page, you can configure the search settings for your portal. To limit the search scope to a specific record producer, you can set the "Search Table" field to the name of the record producer table you've created.
  4. Additionally, you can customize the search results by modifying the "Search Source" field to limit the results to specific fields or filters. This will ensure that only relevant results are displayed in the search.

If the search is still going to the record producer table view instead of the tryit view, it may be because the tryit view has not been set as the default view for the record producer table. To change this, follow these steps:

  1. Go to the record producer table view in the ServiceNow platform.
  2. Click on the gear icon in the top-right corner and select "Configure".
  3. In the "Views" section, select the tryit view and click on the "Make Default" button.

Once you've set the tryit view as the default view for the record producer table, the search results in your Service Portal should display in the tryit view instead of the table view.

 

Mark correct or useful in case this information is beneficial. 

 

Thanks,

Punit

0 Helpfuls