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:
Create a Search Group.
Create a Search Table.
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:
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 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.
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 propertysearch_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 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.