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    Home Orlando Now Platform Administration Now Platform administration Search administration Contextual search Configuring contextual search Define a search context

    Define a search context

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    Define a search context

    Define a search context to configure relevant resources based on your business needs. For example, you can show different resources for an agent working on an Incident and different resources for a problem co-ordinator working on a Problem. The search resources can be pre-defined resources as well as additional resources.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to Contextual Search > Search Contexts.
    2. Click New.
    3. In the form, fill in the fields.
      Search context form
      Table 1. Search Context form
      Field Description
      Name Unique name of the search context.
      Short description Brief summary of the context.
      Searcher Lookup icon Lookup icon to select a searcher to select a searcher for this context. The searcher determines the information source to search.
      • Catalog only: Provides search results from service catalog items.
      • Knowledge and catalog: Provides search results from knowledge articles and service catalog items.
      • Knowledge only: Provides search results from knowledge articles.
      • Knowledge, Discussions and pinned: Provides search results from knowledge articles, pinned knowledge articles, SocialQA and Now Community.
      • Knowledge, pinned knowledge and catalog: Provides search results from knowledge articles, pinned knowledge articles and service catalog items.
      • Knowledge and pinned knowledge: Searches knowledge articles and pinned knowledge articles.
      • Knowledge, Pinned, Catalog, SocialQA: Provides search results from Knowledge, Pinned Knowledge, Catalog items and Social Q&A.
      • Knowledge, Social Q&A and pinned: Provides search results from knowledge articles, pinned knowledge articles and Social Q&A.
      • Pinned Knowledge only: Provides search results from pinned knowledge articles.
      Note: The Searcher field is optional. You can decide whether to show or hide sources from an agent.
      Searcher text Unique label for the searcher group that is used when there is more than one resource in the searcher.
      Active Check box to activate the search context form.
      Enable wildcard searches Check box to enable wildcard characters, such as * and %, for searches.
      Search on tab Check box to determine when to perform the search. If you select this option, the search runs only when you enter text in a field and then leave the field. If you clear the check box, the search runs after you stop typing even though the cursor is still in the same field.
      Note:

      Ensure you select the check box to see additional resources in the source selector on Platform.

    4. Right-click the form header and click Save.

    Tags:

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    Release version
    Choose your release version

      Define a search context

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Define a search context

      Define a search context to configure relevant resources based on your business needs. For example, you can show different resources for an agent working on an Incident and different resources for a problem co-ordinator working on a Problem. The search resources can be pre-defined resources as well as additional resources.

      Before you begin

      Role required: admin

      Procedure

      1. Navigate to Contextual Search > Search Contexts.
      2. Click New.
      3. In the form, fill in the fields.
        Search context form
        Table 1. Search Context form
        Field Description
        Name Unique name of the search context.
        Short description Brief summary of the context.
        Searcher Lookup icon Lookup icon to select a searcher to select a searcher for this context. The searcher determines the information source to search.
        • Catalog only: Provides search results from service catalog items.
        • Knowledge and catalog: Provides search results from knowledge articles and service catalog items.
        • Knowledge only: Provides search results from knowledge articles.
        • Knowledge, Discussions and pinned: Provides search results from knowledge articles, pinned knowledge articles, SocialQA and Now Community.
        • Knowledge, pinned knowledge and catalog: Provides search results from knowledge articles, pinned knowledge articles and service catalog items.
        • Knowledge and pinned knowledge: Searches knowledge articles and pinned knowledge articles.
        • Knowledge, Pinned, Catalog, SocialQA: Provides search results from Knowledge, Pinned Knowledge, Catalog items and Social Q&A.
        • Knowledge, Social Q&A and pinned: Provides search results from knowledge articles, pinned knowledge articles and Social Q&A.
        • Pinned Knowledge only: Provides search results from pinned knowledge articles.
        Note: The Searcher field is optional. You can decide whether to show or hide sources from an agent.
        Searcher text Unique label for the searcher group that is used when there is more than one resource in the searcher.
        Active Check box to activate the search context form.
        Enable wildcard searches Check box to enable wildcard characters, such as * and %, for searches.
        Search on tab Check box to determine when to perform the search. If you select this option, the search runs only when you enter text in a field and then leave the field. If you clear the check box, the search runs after you stop typing even though the cursor is still in the same field.
        Note:

        Ensure you select the check box to see additional resources in the source selector on Platform.

      4. Right-click the form header and click Save.

      Tags:

      Feedback

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