Working with contextual search

  • Release version: Yokohama
  • Updated June 15, 2026
  • 1 minute to read

    • 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.
      Note:
      To display articles in the Pinned Articles category, a knowledge manager must add them to featured content in Knowledge Management. For more information, see Add a knowledge article to featured content.
    • Attach the article in the Notes > Work notes if your search result displays knowledge articles.