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Configure search in Service Portal

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Configure search in Service Portal

Search Groups associated with your portal allows users to search in a specific table.

A search group is a record that describes the behavior and source of some type of data.

Figure 1. New Search Group
Knowledge Base search source
Configure search sources in the platform.
  1. Navigate to Service Portal > Portals and select the portal you want to create a search group for.
  2. From the Search Groups related list, click New.
  3. Use the table to complete the fields in the form.
    Table 1. Search groups fields
    Field Description
    Table Name of the table that the search group pulls information from.
    Optional label A name for the search group so that when a user searches that name appears in the tabs on the left.
    Page Portal page that search results link to on click.
    Conditions Filter the records that can be searched in the table using the condition builder. For more information on creating a filter, see Condition builder.
    Active Whether or not the search group is active. If the check box is cleared, the search group does not display.
    Order The order the search group appears in the search results list.

You can add more than one search group to a portal. The search results display with different categories that you have configured.

End user view of how search results display