Search sources in AI Search
Summarize
Summary of Search sources in AI Search
Search sources in AI Search enable you to define and control the searchable content available in your search experiences within ServiceNow. By selecting an indexed source and optionally applying filter conditions, you tailor what content users can find through AI Search queries. This capability helps ensure relevant and focused search results aligned with your organizational needs.
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Key Features
- Search Source Structure: Each search source consists of a reference to an indexed source and optional filter conditions that restrict the records returned in search results.
- Filter Conditions: Filters limit records based on indexed fields only. You can use static or dynamic filters, such as filtering records assigned to the current user dynamically. However, filters cannot reference child table fields, use scripts with global variables, current keyword, global business rules, or script includes.
- Multiple Search Sources per Indexed Source: You can create several search sources referencing the same indexed source but with different filter criteria to suit various search scenarios.
- Linking to Search Profiles: To expose search source content to users, link search sources to one or more search profiles. Multiple search sources can be linked to a single profile.
- Visibility and Management: Search sources are accessible and manageable through designated AI Search application modules, enabling you to view all search sources, those linked to indexed sources, or those connected to specific search profiles.
- Preview Functionality: You can preview matching records for a search source to verify that the indexed source and filters correctly define the intended searchable content.
Practical Application for ServiceNow Customers
By defining search sources, you determine precisely which content your users can search in AI Search, improving search relevance and user satisfaction. Applying appropriate filters ensures users see only pertinent records, enhancing security and efficiency. Linking search sources to search profiles enables role-based or context-specific search experiences. Regularly previewing search sources helps maintain accuracy as your indexed data and business needs evolve.
Define search sources to make your searchable content available in search experiences. Choose an indexed source and configure optional filter conditions to limit the content that users can search.
Search source structure
- A reference to an indexed source. By default, search queries using the search source can return all records from the referenced indexed source. For more information on indexed sources, see Indexed sources in AI Search.
- An optional set of filter conditions applied to the indexed source's records. Indexed source records must pass all of these filter conditions to be returned as search results for queries using the search source.
You can define multiple search sources that reference the same indexed source, specifying distinct filter conditions for each.
Filter conditions
You can use static and dynamic filter conditions to filter search source records. As an example, you could apply a dynamic [Assigned to] [is (dynamic)] [Me] user filter to make your search source only return results corresponding to indexed source table records assigned to the search user.
- Filters that reference fields from child tables of the indexed source table. As an example, if you create an indexed source for the Task [task] table, search sources for that indexed source can't use filters to reference fields from the Incident [incident] table because the Incident table is a child of the Task table.
- Dynamic filters with scripts that use the current keyword or global variable
- Dynamic filters with scripts that reference any global business rules
- Dynamic filters with scripts that use script includes
For more information on filter conditions, see Filters. To learn about relationships between parent and child tables, see Table extension and classes. For details on dynamic filter options and their associated scripts, see Create a dynamic filter option.
Linking search sources to search profiles
To make your search source's content available to users, link it to one or more search profiles. You can link multiple search sources to a single search profile.
For more information, see Link a search source to a search profile.
Viewing search sources
- To view all defined search sources, navigate to .
- To view search sources that reference a particular indexed source, navigate to . Open the indexed source and select its Search Source Mappings related list.
- To view search sources linked to a particular search profile, navigate to . Open the search profile and select its Search Sources related list.