Add additional resources to the source selector of a form

Add additional resources when you want the user to search beyond Knowledge and Service Catalog search resources. For example, add additional resources for Open Incidents, Resolved Incidents, or Similar Open Incidents.

Before you begin

Role required: admin

About this task

Additional resources are pre-defined. An additional resource is either a searchable source table with query conditions or a reference to a Predictive Intelligence Similarity solution definition.

Note:

You can only view the Predictive Intelligence resources if you are licensed for Predictive Intelligence and have activated Predictive Intelligence for Contextual Search.

Procedure

1. Navigate to All > Contextual Search > Search Contexts.
2. Open the search context record for which you want to see the additional resources.
3. In the Additional Resource Configurations related list, select Edit.
4. Optional: Filter the additional resources displayed in the Collection field by defining filter conditions and selecting Run filter.
   As an example, you can display only additional resources with the Predictive Intelligence Similarity type.
5. From the Collection field, move the required additional resources to the Additional Resource Configurations List field.
   For example, if you want to move additional resources whose type is Predictive Intelligence Similarity, then move Similar Incidents, Similar Knowledge Articles, Similar Open Change Requests, Similar Open Incidents, Similar Open Problems, and Similar Resolved Incidents from the Collection field to the Additional Resource Configurations List field.

   

   Note:

   You can view the Predictive Intelligence sources only if you have license for Predictive Intelligence.

6. Select Save.
   The additional resources appear under Additional Resource Configurations.

   

Related topics

• Additional search resources
• Similarity solution definitions