Global Search allows searching information with words, parts of word and even phrases. Using the search functionality provides you a fast reach of the data you need.
Role required: admin.
Search configuration guide
To use all the features of SimpleOne global search, configure the following settings:
- Create a Search Group.
- Create a Search Table.
Configure indexed columns.
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 search results.
To create a search group, follow the steps below:
- Navigate to <your_instance_URL/list/ts_group>.
- Click New.
- Fill in the form.
- Click Save or Save and Exit to apply changes.
Form description
| Field | Description |
|---|---|
| Name | Enter 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 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. |
| Description | A brief or detailed information about the search group. |
| Active | Set 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.
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:
- Navigate to <your_instance_URL/list/ts_tables>.
- Click New.
- Fill in the form.
- Click Save or Save and Exit to apply changes.
Text Search Table
| Field | Description |
|---|---|
| Name | Enter the name of a table displayed in search results. |
| Table | Specify a source table of data indexed for search. Click the magnifier icon |
| Search Group | Assign a group to the table for displaying the search results. Click the magnifier icon |
| 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
Description:
To make a table column indexed, follow the steps below:
- Navigate to <your_instance_URL>/list/ts_table.
- Click the information icon
on a desired table record, then click Open Record on its preview form.
- On your Text search table form, click the information icon within the Table field, then click Open Record on the preview form.
- On the Table form, scroll down to the Related List, and, on the Column tab select the column you want to index:
- Click the information iconon the column record.
- Click Open Record on the preview form to enter the column form.
- Click the information icon
- On the Column form, set the Full text search checkbox to active state.
- Click Save or Save and Exit to apply changes.
