Define contextual search for a form

Define contextual search for the form associated with a table.

About this task

You can define knowledge to be associated whenever a problem record is created. For forms, you can also provide search results with email notifications sent when a record is created. For example, automatic notifications sent when an incident is created can include knowledge search results which may help the user who raised the incident resolve the issue independently.

In the table configuration record, specify which fields on the form trigger a search. For example, a contextual search for the Incident table might display search results based on text entered in the Incident form Short description field.

Procedure

  1. In the Search Context form, open the Table Configurations related list and click New.
    Alternatively, navigate toContextual Search > Table Configurationand click New.
    Contextual Search: Table Configuration
    Table 1. Configuration fields
    Field Description
    Table Name of the table name associated with the form. For example, Incident [incident] to display search results for Incident forms.
    Note: The list shows only tables and database views that are in the same scope as the contextual search.
    Search context Name of the search context this table configuration applies to.
    Results header text Label for the search results area that appears on the form.
    Active Check box for activating this context.
    Results per page Number of results to display per page.
    Result action label Label of the action button that appears when the user opens a search result record. By default, this is set to This Helped.
    Result action value Internal value of the action button that appears when the user opens a search result record. By default, this is set to helped. This value is stored within the Relevant Document [cxs_relevant_doc] table.
    Match condition Conditions under which this search is enabled. For example, set [Active] [is] [true] to only enable the search on active records.
    Enable search as Allow you to define results to show for an additional user. See Search as different user for more details.
  2. Right-click the form header and select Save.
  3. Define which search fields to use contextual search with.
  4. (Optional) Define email configurations to include knowledge search results in email notifications sent.
  5. Click Update to save and close the Table Configuration record.
  6. Add the search results area to the form for the associated table.
    1. Navigate to the relevant form for that table. For example, navigate to Incident > Open and open an Incident form.
    2. Configure the form and add Contextual Search Results in the location where you want to display the results. For example, you might want display the search results immediately after the text field the search is based on or at the bottom of the form.