Add multiple search fields for contextual search

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Add multiple search fields if you want to search from a field other than the short description without using the related search box.

    Before you begin

    Role required: admin

    About this task

    Search results for the default search field appear automatically when you open a record. You can configure contextual search to search for results even when there is no text in the default search field. Search results in other associated fields only appear when you have updated content in those fields.

    As an example, in the base system the Short description field is the default search field for the Incident form, so search results based on the field are displayed automatically. If you configure Description as an additional search field, contextual search displays search results for Description when you open a record with an empty Short description.
    Warning:
    Adding large fields can significantly affect contextual search performance. For best results, only add search fields that are restricted to 100 or fewer characters.
    Note:
    Search results only appear for Search Fields that are visible on the form.

    Procedure

    1. Navigate to All > Contextual Search > Table Configuration.
    2. Open the table configuration record for which you want to add multiple search fields.
    3. In the Search fields related list, click New.
    4. On the form, fill in the fields.
      Figure 1. Search Field form
      Define a new search field on the Search Field form.
      Field Description
      Field The search field to be added in the search fields list.
      Note:
      You can only select a text field.
      Application Application scope of the table configuration. The configuration is available for all applications or for scoped applications.
      Order Order in which the field appears in the search fields list. If there are multiple search fields, this field indicates which searched field is executed first.
    5. Click Submit.
      The new search field appears in the table configuration record's Search Fields related list.
      Search Fields related list showing two search fields.

    What to do next

    Use the Default column to set one search field as the default search field.