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Global Search allows searching for information with words, parts of word words, and even phrases. Using the search this functionality provides you a fast reach of the data you need.

Note

Role required: admin.

Search configuration guide

Panel
titleTo use all the features of SimpleOne global search, configure the following settings:
  1. Create a Search Group.
  2. Create a Search Table.

  3. Configure indexed columns.

Info

You can also configure the portal search to self-service portal users with the Search Groups settings.



Create a Search Group

Search groups specify the categories for outputing outputting search results. 

To create a search group, follow the steps below:

  1. Navigate to <your_instance_URL/list/ts_group>System Definition → Text search groups.
  2. Click New.
  3. Fill in the form.
  4. Click Save or Save and Exit to apply changes.

Form description

FieldDescription
NameEnter the name of a grouping category for the search results.
Portal

To make the search group available for self-service portal users, click the magnifier icon  in the field, and select the desired portal from the list.

Info

The search group is available either for end-users only , or for SimpleOne agents only.

To make the search group agents-only, leave this field empty.


Order

Enter the integer number in the field , to define the sequence in which the search results groups displayed.

The groups are displayed in the ascending order.

DescriptionA brief or detailed information about the search group.
ActiveSet this checkbox active to make the group available and visible for users.
Default opened

Set this checkbox active to make the group unveiled, so that, the search results are visible within the search navigator bar.

Ex., the Task search group below has the inactive Default opened checkbox.

Create a Search Table

Search tables specify data sources for text search indexing. Within the groups, these tables also collect the search results determining its categories.

Info

The system property search_text_service.excluded_tables allows to specify tables not appeared as options when setting up the Search tables.

To create a search table, follow the steps below:

  1. Navigate to <your_instance_URL/list/ts_tables>System Definition → Text search tables.
  2. Click New.
  3. Fill in the form.
  4. Click Save or Save and Exit to apply changes.
Text Search Table
FieldDescription
NameEnter the name of a table displayed in search results.
Table

Specify a source table of data indexed for search. Click the magnifier icon  and select a table.

Search Group

Assign a group to the table for displaying the search results.

Click the magnifier icon  and select a search group.

Order

Enter the integer number in the field , to define the sequence in which the search results tables displayed.

The tables are displayed in the ascending order.

Active

Set this checkbox active to make the search table available and visible for users.


Configure indexed columns

The search is performed using the records of the Search Indices table created when indexing the table columns

If

. In this way, all field values of the records existing will be added to Search Indices as separate records.

Info

The column will be indexed and thus added to the table only if the group and table are defined.


Panel
titleTo make a table column indexed, follow the steps below:
  1. Navigate to
<your_instance_URL>/list/ts_table
  1. System Definition → All columns.
Click
  1. Open the
information icon Image Removed on a
  1. desired
table record, then click Open Record on its preview form.
Image Removed
  • On your Text search table form, click the information iconImage Removed within the Table field, then click Open Record on the preview form.
    Image Removed
  • On the Table form, scroll down to the Related List, and, on the Column tab select the column you want to index:
    1. Click the information iconImage Removedon the column record.
    2. Click Open Record on the preview form to enter the column form.
      Image Removed
    1. Column record. Use filter options or Condition Builder if you need to find it.
    2. On the record form
    On the Column form
    1. , set the Full text search checkbox to the active state.

      Image Modified

    2. Click Save or Save and Exit to apply changes. The system automatically will add the field values of the this table column to Search Indices.

    The Search Indice form fields

    FieldDescription
    RecordA record containg the field indexed.
    TableA reference field containing the name of a table from sys_db_table the indexed column belongs to. 
    ColumnA reference field containing the name of a indexed column of the table specified in the Table field.
    TextA particular record field value.



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