Add contextual search to wizard

Update the wizard record to add the contextual search variable and implement contextual search.

Procedure

  1. Navigate to System Wizards > Wizards.
  2. Open the wizard to be updated.
  3. Define a new variable with Type set to Macro and Macro set to cxs_wizard_search.
    Contextual Search: Wizard Macro
  4. Click Submit.
  5. In the Wizard Panels related list, open the panel where you will add the macro variable.
    Note: Some types of panel may not allow variables.
  6. On the Variables related list in the selected panel, click Edit.
  7. Move the newly created macro from the Collection list to the Variables List.
    Contextual Search: Panel Macro
  8. Click Save.

What to do next

By default, the Create Incident wizard includes contextual search linked to the Please describe your symptoms text variable.