Grouping attachment search results with their parent search results
Summarize
Summary of Grouping Attachment Search Results with Their Parent Search Results
Search application administrators have the ability to control how attachment search results are displayed in relation to their parent records in AI Search. By default, attachments are shown separately, but they can be grouped with their parent records for a more cohesive user experience.
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Key Features
- Grouping Option: Administrators can enable the grouping of attachment search results with their parent records, allowing for inline display of attachments that match the user's search.
- Attachment Limit: The maximum number of attachments shown per parent record is configurable in the Attachment Limit field of the search application's configuration.
- Collapsed View: Grouped attachments are displayed in a collapsed format, showing up to three attachments by default. A "Show more" link allows users to view additional attachments.
- Document Viewer Integration: Attachments can be downloaded or viewed in Document Viewer, provided certain conditions are met, including Document Viewer activation and configuration.
- Relevancy Scoring: AI Search calculates relevancy scores for both parent records and attachments, with the highest score determining the final relevancy of the grouped result.
Key Outcomes
By configuring AI Search to group attachment results with their parent records, users benefit from a more organized and relevant search experience. This feature streamlines the process of finding related attachments and enhances overall efficiency when accessing documents. Additionally, the integration with Document Viewer and the management of relevancy scores improve user satisfaction and search accuracy.
Search application administrators can control whether attachment search results appear grouped with their parent search results or whether they display on their own. By default, AI Search displays attachments grouped with their parent search results.
By default, AI Search displays separate search results for the parent record and each of its attachments that matches the user's search. Search administrators can enable grouping of attachment search results with the results for their parent records. With this option enabled, search results for attachments that match a user's search display inline with the search results for their parent record.
The maximum number of attachments per parent search result is set by the Attachment Limit field in the search application's configuration record. For details on this field, see Search Application Configuration form.
Grouped attachments in the search results UI
If the parent record itself or any of its attachments matches the user's search, the parent record appears in the search result list. Grouped attachments that match the search appear in collapsed form, in descending relevancy order within the search result for their parent record.
By default, a parent search result shows up to three attachments in collapsed format. If it has more than three attachments, a Show more link appears, with a number indicating how many attachments are hidden in the current view. When you select this link, the hidden attachments appear and the link name changes to Show less. Selecting this link hides the overflow attachments again.
Viewing or downloading attachment search results
- Document Viewer is active on your instance.
- Document Viewer is enabled for the attachment's source table.
- The useAttachmentViewer EVAM property is set to true for the parent search result.
For details on activating and enabling Document Viewer, see Enable Document Viewer. To learn more about EVAM property settings for search results, see Configure EVAM display settings for search results in AI Search applications.