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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.

IT is very helpful to have the search field

Role required: admin.

Search configuration guide


To 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.

You can also configure the portal search to make the end-users apply for easy ...it in their work


Create a Search Group


Search groups specify the categories for outputing search results. 

To create a search group, follow the steps below:

  1. Navigate to <your_instance_URL/list/ts_group>.
  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.

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

To make the search group available for agents, 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.

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>.
  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


Description:

Configure indexed columns



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