View the Now Platform table records that match a search source's indexed source table and filter conditions.

Before you begin

Role required: ais_admin

Procedure

  1. Navigate to All > AI Search > Search Experience > Search Sources.
  2. Open the search source that you want to preview matching records for.
  3. On the Search Source form, select the preview link in the informational message that reports the number of matching records.
    For a description of the field values, see Search Source form.

Result

The Now Platform table specified in the search source's indexed source appears, with filter conditions applied to match conditions from the search source. This filtered view displays all records that are searchable through the search source.
Note: Preview uses the saved conditions from the search source. If you change a search source's conditions, preview doesn't reflect your changes until you save them.