Indexed Source form

  • Release version: Yokohama
  • Updated February 4, 2025
  • 2 minutes to read
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    Summary of Indexed Source form

    The Indexed Source form in ServiceNow Yokohama Release allows customers to create and manage indexed sources for AI Search. Indexed sources specify which ServiceNow AI Platform® tables are indexed to make their content searchable through AI Search. This form is essential for controlling the scope and behavior of search indexing within the platform.

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    Key Features

    • Name: Assign a unique identifier for each indexed source.
    • Source Table: Select the ServiceNow AI Platform table to be indexed. Some tables are excluded from indexing; for those, external indexed sources can be created.
    • Active Status: Only one indexed source per table can be active at a time. AI Search indexes only from active sources, ensuring no duplication or conflicts.
    • Application Scope: Automatically set to define the application context of the indexed source.
    • Retention Policy: Define a time limit for how long records remain indexed based on their last update date. This is mandatory when indexing the Task table or its extensions to manage data lifecycle effectively.
    • Force Late Binding: An optional setting to enforce late binding security on search results, enhancing content security. This field needs to be manually enabled on the form.
    • Condition Filter: Allows defining filters to restrict which records from the source table are indexed, ensuring only relevant data is searchable. Records no longer meeting filter criteria are purged from the index.

    Practical Implications for ServiceNow Customers

    By using the Indexed Source form, ServiceNow customers gain precise control over which data is indexed for AI Search, helping improve search relevance and performance. The ability to activate only one source per table prevents conflicts and ensures data consistency. Retention policies help maintain index freshness and comply with data governance standards. Optional late binding security can be enabled to enhance search result security according to organizational needs. Filtering capabilities allow tailoring the search index to specific use cases, reducing noise and focusing search results.

    The Indexed Source form enables you to create an indexed source for use in AI Search.

    For details on creating or modifying an indexed source, see Create an indexed source.

    Table 1. Indexed Source form
    Title Description
    Name Unique name for the indexed source.
    Source The ServiceNow AI Platform® table to index.

    AI Search excludes some ServiceNow AI Platform tables from indexing. You can't define indexed sources for these excluded tables or their derived tables. For a list of excluded tables, see ServiceNow AI Platform tables excluded from AI Search indexing.

    To index content from a remote table, create an external indexed source. For more details on configuring indexed sources for external content, see Indexing and searching external content in AI Search.

    Plugins and applications can define multiple indexed sources for the same ServiceNow AI Platform table, but only one of them can be active at a time. For more details, see Active.
    Active Option to activate the indexed source. AI Search only indexes content and metadata from active indexed sources.
    Note:
    Only one indexed source can be active at a time for a given ServiceNow AI Platform table. The system makes duplicate indexed sources for a table inactive by default. Before you can make one of these duplicate sources active, you must edit the currently active source and make it inactive. AI Search only indexes content and metadata from active indexed sources.
    Application Application scope for the indexed source. This field is automatically set.
    Retention Policy Policy specifying a retention time limit for records from the source table. AI Search only indexes source records that were last updated within the specified time period, and purges records from the index when their time since last update exceeds the limit.
    If this field is empty, AI Search indexes source records regardless of their last updated date and retains them in the index indefinitely.
    Note:
    This field is required when Source is set to the Task [task] table or any table that extends it.
    Force Late Binding Option to make AI Search use late binding security for all search results from the indexed source.

    This field isn't shown in the default Indexed Source form view. For instructions on configuring the form layout to show the field, see Configuring the form layout.

    For an explanation of late binding security and its effects on search, see Content security in AI Search.
    Condition
    Filter Optional filter conditions limiting the set of records to index from the source table. AI Search only indexes records that satisfy all defined filter conditions, and purges records from the index if they no longer satisfy these conditions.