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

Before sending a query to the database, the search engine gets available Search Groups along with the portal URL if it is specified. Within each group, when the search query is performed through the Search Table included, they are checked against the ACL Rules, and then through the Search Indices. Thus, the query is processed and the results are displayed only for the fields available to a particular user.

Search configuration guide

To configure global search in the agent interface,

complete the

steps below:

1. Create a Search Group.
2. Create a a Search Table.

3. Configure indexed columns Search Indices.

To configure global search on the self-service portal, complete the same steps, but select the required portal in the Portal field of the Text search group form.

Create a

text search group

The search groups are intended to categorize tables in which the search is performed.Search groups specify the categories for outputing search results. 

To create a search group, follow complete the steps below:

1. Navigate to <your_instance_URL/list/ts_group> System Settings → Text Search Groups.
2. Click New .Fill and fill in the formfields.
3. Click Save or Save and Exit to apply the changes.

Text search group form fields

Field	Mandatory	Description
Name

Enter

Y	Specify the name of

a grouping category for

the group displayed in the search results panel.

Portal

To make

N	Select a portal to make the search group available

for self-service portal users, click the magnifier icon Image Removed in the field, and select the desired portal from the list. Info

to its users. The search group

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

will only be available on the selected Portal. To make the search

group agents-only

group available in the agent interface, leave this field empty.
Order	N	Enter

the

an integer

number in the field, to define the sequence in which

to set the relative position of the group in the search results

groups displayed.The groups

panel. Groups are displayed in

the

ascending order.

Description

A brief or detailed information about

	N	Add a description of the search group.
Active

Set

N	Select this checkbox

active

to make the group available and visible

for

to users in the search results panel.

Default opened

Opened by default

N

Select

Set

this checkbox

active

to make the group

unveiled, so that,

expanded by default in the search results

are visible within the search navigator bar.

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

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Create a text search table

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

 The system property search_text_service.excluded_tables allows you to specify tables that do not

appear as

options when setting up the Search tables.

To To create a search table, follow complete the steps below:

1. Navigate to <your_instance_URL/list/ts_tables>System Settings → Text Search Tables.
2. Click New .Fill and fill in the formfields.
3. Click Save or Save and Exit to apply the changes.

Text

search table form

Field	Mandatory	Description
Name	Y	Enter the name of

a

the table displayed in the search results panel.

Table

Specify a

Y	Select the source table

of

containing data indexed for search.

Click the magnifier icon Image Removed and select a table.

Note A text search table only includes the data from the source table without its child tables. You need to create a separate text search table for each of them.
Search group	Y	Select a search group in which the table search results will be displayed.
Displayed fields	N	Select the table fields to display in the search results if the values in those fields match the search query. Info If this field is empty, all fields that match the search query and have the Full Text Search attribute enabled are displayed in the search results.
Subinfo fields	N	Select the table fields that are always displayed in the search results.
Filter	N	Use the condition builder to filter and sort the search results.
Order	N	Enter an integer to set the relative position of the table within its search group. The tables are displayed in

Search Group

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

Click the magnifier icon Image Removed 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

N	Select this checkbox

active

to

make

activate the search table

available

and make it visible

for users.

Configure indexed columns

Description:

To make a table column indexed, follow the steps below:

Default search groups and tables

The following search groups and tables are configured out-of-the-box:

Configure search indices

The Search Indices (sys_search_index) table contains text values of the indexed columns. These values are used for the global search. The records in this table are automatically created when a new record is created in a table containing an indexed column. Empty fields are ignored.

Search Index form fields

To index a column, complete the steps below:

1. Navigate to System Settings → All Columns.
2. Find the required column in the list and open it.

3. On the record form, select the Full Text Search checkbox.
   

   Note
   If the column is of the Reference type, ensure that the Display by Ref checkbox is selected. If not, select it. Otherwise the column values will not be indexed.

4. Navigate to <your_instance_URL>/list/ts_table.
5. Click the information icon Image Removed on a desired table record, then click Open Record on its preview form.
   Image Removed
6. 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
7. 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
8. On the Column form, set the Full text search checkbox to active state.
   Image Removed

   
   

9. Click Save or Save and Exit to apply the changes.

As a result:

• All existing records are indexed.
• All new records will be indexed when they are created.