Create a search configuration

Create a search configuration. This record connects your launcher screen with the other records used to configure search.

Before you begin

Role required: admin

Procedure

1. In the filter navigator, enter sys_sg_global_search.list.
2. Click New.
3. In the search configuration form, fill in the fields:

   Table 1. Search configuration form

   Field	Description
   Name	Name for your search configuration.
   Application	The scoped application for the search configuration. This field is ready only and automatically contains the name of the current application.
   Placeholder	Text that appears in the search bar before a user enters any text.
   Search Application Configuration	Search application configuration record used for this search configuration. Note: Leave this field empty. You create a search application configuration record in the following steps.
   Interleave Result	Whether search results are interleaved. Deselect this option to display search results separated by search source.
   Enable Photo Search	Whether photo search is available for your search bar. If the glide.sg.image_recognition.search.enable system property is false, you cannot select this option. For details on this property see Create the image search system property.

4. In the Search Application Configuration field, click the reference icon ().
5. In the search application configuration list, click New.
6. In the Search Application Configuration form, fill in the fields. The fields displayed will change based on which search engine you choose.

   If AI Search is selected:

   Table 2. AI Search applications configuration form

   Field	Description
   Name	Name for you search application configuration.
   Search Engine	The search engine for this search application configuration.
   Search Profile	The search profile to configure.
   Search Results Limit	Limit for the initial results returned in the search. Scrolling down with load additional results in increments defined by this value. This field has a default value of 10.
   Genius Results Limit	Limit for the number of Genius Result cards included with search results.
   Enable Typo Handling	Enable auto-correction for the search configuration.

   Note:

   In order to return the specific record in the search results in mobile, the entity can be added to Search sources in the Search Application Configuration.

   If Zing is selected:

   Table 3. Zing Search applications configuration form

   Field	Description
   Name	Name for your search application configuration.
   Search Engine	The search engine for this search application configuration.
   Application	The scoped application for the search configuration. This field is ready only and automatically contains the name of the current application.
   Search Results Limit	Limit for the initial results returned in the search. Scrolling down with load additional results in increments defined by this value. This field has a default value of 10.
   Suggestions limit	Limit for search suggestions listed for the search. This field has a default value of 10.

7. Right-click the header of the Search Application Configuration form, and click Save.
   The Search Application Configuration record saves. After the save, the Application Search Sources related list appears on the form.
8. In the Application Search Sources related list, click New.
9. In the Source field of the Application Search Sources form, select a search source you created in the previous steps.
10. In the Order field, add a value to determine the order in which the search source facets appear in the search results.
    Note:

    Search sources display from the lowest order to the highest.
    A search application configuration with an associated search source.
11. Optional: Repeat steps 8 through 10 to add additional search sources if you created them in previous steps.
12. Click Submit.
13. Right-click the header of the search configuration form, and click Save.
14. In the Global Search M2M Item Configuration list, click New.
15. In the Global Search M2M Item Configuration form, click the reference icon () next to the Item Configuration field.
16. Select the item configuration you want to use for a table that contains your desired search results.

    For example, if you want your search to return problem records, select the item configuration that has problem in its Table field.

    
17. On the Global Search M2M Item Configuration form, click Submit.
18. Optional: Repeat steps 9–12 to add item configurations for additional record types if you plan to include multiple tables in your search.
19. Click Save when you have finished adding item configurations.