Associate contextual search to a wizard

You can associate contextual search to a text variable in a wizard to create a new wizard configuration record.

  1. In the Search Context form, open the Wizard Configurations related list and click New.
    Alternatively, navigate to Contextual Search > Wizard Configuration and click New.
  2. Fill in the fields, selecting an existing text variable to associate with contextual search.
  3. Right-click the form header and select Save.
  4. Click the Add to Wizard related link to associate the contextual search to the wizard.