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Add a search group

Add a search group

You can add a search group to filter global search results.

Before you begin

Role required: text_search_admin

Procedure

  1. Navigate to System Definition > Search Groups.
  2. Click New.
  3. Complete the form.
    Table 1. Text search groups
    Field Description
    Name Enter a name of the search group.
    Roles Select one or more user roles if you want to restrict access to the search group to those roles.
    User group Select a user group if you want to restrict access to the search group to users in that user group.
    Description Enter text to display as a tooltip for the search group.
    Active Ensure the check box is selected to make the search group available.
    Searched Clear the check box if you want to exclude results from this search group by default. A user can manually choose to show results from this search group on the search results page.
    Order Enter a number to determine the order in which this search group is listed relative to other search groups.
  4. Right-click the form header and select Save.
  5. In the Text Search Tables related list, click New.
  6. Complete the form.
    Table 2. Text search table
    Field Description
    Table Select the table to search.
    Active Ensure the check box is selected to search the table.
    Searched Clear the check box if you want to exclude results from this table by default. A user can manually choose to show results from this table on the search results page.
    Order Enter a number to determine the order in which this table is listed relative to other tables in the search group.
    Conditions Select one or more conditions to determine which records on the selected Table are searched.
    Optional label Enter the label to display for the table. For example for a search group intended for your Sales team, display Contacts instead of Users for the User [sys_user] table.
  7. Click Submit.
  8. Add any other text search tables to include in the search group.

This site is scheduled for a small content update on Wednesday, December 12th, between the hours of 4:00pm and 8:00pm Pacific Time (Dec 13 00:00 – Dec 13 4:00 UTC). Access to this site may be slightly delayed during that time.