Define email configuration for contextual search

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • Define email configurations to allow the system to include search results with an email notifications.

    Before you begin

    Role required: admin

    About this task

    When Knowledge articles are associated with a record, those search results can be included in email notifications. For example, email notifications sent when an incident is created can include Knowledge search results. An article in the search results may help the user who raised the incident to resolve the issue independently.

    Procedure

    1. Navigate to All > Contextual Search > Table Configuration.
    2. In the Email Configurations related list, click New.
    3. In the form, fill in the fields.
      Table 1. Email Configuration form
      Field Description
      Email notification Lookup icon Lookup icon to select a searcher to select an email notification to attach the search results. You can select only from the notifications that are on the same table as the table configuration record.
      User field A reference field that helps to narrow down on the search results. For example, if you select Opened by, the search results include only the articles that the Opened by user can access based on user criteria.
      Application Application scope of the email configuration. The configuration is available for all applications or for scoped applications.
      Limit Maximum number of search results returned.
    4. Click Submit.