Working with contextual search

Contextual search display results on forms and record producers based on the text that you provide in a field.

Note:

Contextual Search is available for problems in instances starting with the Madrid release. Existing users can request to activate the Problem Management general guidelines — Madrid plugin (com.snc.best_practice.problem.madrid).

You can:

• Find articles using the Related Search field. The articles can be based on any category that you select from the list.
• Use the list next to the Related Search field to select the category such as Knowledge (All), Pinned Articles, Incidents, Open Problems, and Resolved Problems.
• Attach the article in the Notes > Work notes if your search result displays knowledge articles.

Related topics

• Contextual search overview