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Table of contents
  • Administer the Now Platform
    • Get started
      • How the Now Platform works
      • Basic system configuration
        • ServiceNow plugins
          • Activate a plugin
            • Activate a plugin on a personal developer instance
          • Request a plugin
          • List of plugins (Vancouver)
        • Find components installed with an application
        • Available system properties
          • Add a system property
          • Create a system properties module
        • Handle HTTP 500 errors
        • Query join and complexity size limits
        • Web proxy
          • NTLM authentication
          • Proxy servers for SOAP clients
          • Bypass the proxy server
      • Admin Center
        • Admin Center overview
        • Admin Home
        • Adoption blueprints
          • Select your adoption blueprint
            • Expand technology services while reducing costs blueprint
            • Deliver extraordinary employee experiences, resiliency and productivity blueprint
            • Increase change throughput with devops tooling integrations blueprint
            • Reduce incidents and keep services flowing with AI based automation blueprint
            • Ensure technology teams meet compliance and performance standards blueprint
            • Operationalize workforce effectiveness and processes blueprint
          • Install applications for an adoption blueprint
        • Configuration Hub
          • Explore the product home page
        • Admin Center roles
      • Subscription Management
        • Subscription Management overview
        • Setting up Subscription Management
          • Subscription Management Properties
            • Configure the color-code threshold
          • Subscription Management roles
          • Domain separation and Subscription Management
          • Analytics and Reporting Solutions for Subscription Management
        • Using Subscription Management
          • Managing your subscriptions
            • Types of subscriptions
            • View your subscriptions
              • Subscription form
              • Why a subscription might not appear in the list
            • Monitor Capacity subscription calculations to stay in compliance
            • View subscription history reports
            • View subscription roles
            • View subscription applications and plugins
          • Managing your users
            • View a subscription's users
            • View user subscription history
            • User sets and groups
              • Allocate a group to a subscription
              • Remove a group from a subscription
          • Managing your custom applications and tables
            • View your custom application and table inventory
              • Grandfathered and exempted tables
              • Map a grandfathered table to a subscription
            • Map your custom applications
            • Map your custom tables
            • App Engine subscriptions
              • View App Engine V1 subscription compliance
                • Remove individual user access to a custom table by role or group
                • Remove access to a custom table for large numbers of users
              • View App Engine V2 subscription compliance
          • Managing your subscription compliance
      • Subscription Management v2
        • Exploring Subscription Management
          • Product subscriptions overview
          • Viewing product subscription details in Subscription Management
          • Viewing all product subscriptions in Subscription Management
          • Addressing issues in Subscription Management
          • Discovering insights in Subscription Management
          • Monitoring Now Assist usage
        • Configuring Subscription Management
          • Install Subscription Management v2
          • Create a Subscription Management administrator
          • Configure the subscription allocation status in Subscription Management
        • Using Subscription Management
          • Managing per-user subscriptions in Subscription Management
            • Allocate subscriptions in Subscription Management
            • Remove a group from a product subscription in Subscription Management
            • Maintain per-user subscription allocations in Subscription Management at renewal
          • Managing custom tables and applications in Subscription Management
            • Map a custom application to a product subscription in Subscription Management
            • Map custom tables to a product subscription in Subscription Management
            • Maintain custom table and application mappings at renewal in Subscription Management
            • Grandfathered and exempted tables
          • Monitor capacity subscription calculations to stay in compliance in Subscription Management
        • Subscription Management reference
          • Types of subscriptions in Subscription Management
          • Subscription form
          • User sets and groups in Subscription Management
          • Components installed with Subscription Management
          • Subscription Management roles
          • Domain separation and Subscription Management
    • Configure core features
      • User administration
        • Exploring user administration
          • Users
          • User preferences
          • Groups
          • Roles
          • Security jump start - ACL rules
        • Creating users, groups, companies, and departments
          • Creating users
            • Create a user
            • Deactivate the validation script when creating a user with a nonstandard email address
            • User self-registration
          • Add a new company
          • Add a department
          • Creating groups
            • Create a user group
            • Add a user to a group
            • Remove a user from a group
            • Configure the group type for assignment groups
            • Hide groups
        • Creating roles
          • Base system roles
            • Special administrative roles
            • Read-only role
            • Application specific roles
          • Create a role
          • Add a role to an existing role
          • Assign a role to a group
          • Assign a role to a user
          • Audit user roles
          • Delegating roles
            • Define role delegators and delegate roles
            • Prevent a role from being delegated
        • Monitoring instance usage
          • Modify user administration system properties
          • Impersonate a user
          • Managing user sessions
          • Non-interactive sessions
          • Instance Usage
            • Application Usage Overview dashboard
            • ServiceNow Store Usage Overview dashboard
        • Normalization Data Services
          • Implementing Normalization Data Services using guided setup
          • Normalized Company Names table
          • Normalized Mappings table
          • Normalization Properties
          • Changing normalized company names
            • Change a normalized company name
      • Tables and data
        • Table administration
          • Exploring Now Platform® tables
            • Table extension and classes
            • The tables module
            • Storage aliases
          • Managing tables
            • Schema map for tables
              • Generate a schema map
              • View the schema map
            • Roll back and delete recovery
              • Roll back patch upgrades or plugin activations
              • Use the Deleted Records module to restore a deleted record
              • Use the Delete Recovery module to restore a deleted record
              • Use the Script Execution History module to roll back a Scripts-Background execution
              • Rollback context properties
          • Creating tables
            • Data dictionary tables
              • System dictionary
                • Dictionary overrides
                  • Define a dictionary override
                • Modify dictionary entries
                  • Dictionary entry form
              • Dictionary attributes
              • Modify the Glide durations format
            • Create a table
              • Global default fields
            • Delete a table
              • Delete a custom table
              • Delete all records from a table
            • Create a table index
            • Create a many-to-many table relationship
              • Reference default many-to-many relationships
          • Using the Task table
            • Task table structure
              • Important Task table fields
              • Journal fields
              • Reminder table
              • Task table modifications
            • Working with Tasks
              • Create a task
              • Tasks workflow
              • Tools for completing tasks
            • Define assignment rules
              • Assignment rules module
              • Data lookup rules
              • Precedence between data lookup, assignment, and business rules
              • Workflow assignments
              • Baseline assignment rules example
              • Create an assignment rule
              • Create an assignment data lookup rule
            • Extend the Task table with Planned tasks
              • Create a planned task
              • Create a baseline
              • Measure time and effort
              • Important planned task table fields
              • Planned task scripts
              • Planned task hierarchy
              • Configure rollup for planned task fields
            • Create many-to-many task relations
              • Request many to many task relations
              • Plugin manifest
              • Define a relationship type
              • Define a task relationship allowed from the task relationship type record
              • Modify the displayed field
              • Mark as Solution button
              • Task relationships with UI actions
            • Time Card Management
              • Activate Time Card Management
              • Time sheet policies
                • Create a time sheet policy
                • Set a time sheet policy as default policy
                • Assign a time sheet policy to a user
              • Create a rate type
              • Time Sheet Portal
                • Create time cards and log time through Time Sheet Portal
                • Submit time sheet through Time Sheet Portal
                • Log time and submit time sheets of your resources
              • Time Sheets
                • Create a time sheet
                • Submit a time sheet
                • Approve or reject a time sheet
              • Time cards
                • Create a time card
                  • Copy time cards from a previous time sheet
                  • Auto-generate time cards
                • Submit a time card
                • Approve or reject a time card
              • Record time worked
              • Manage costs
              • Domain separation and Time Card
          • Creating database views for reporting
            • Database view creation
              • Create a database view
              • Add a table to the database view
              • Example left join in creating a database view
              • Specify a field to return
              • Relabel a column
              • Specify the number of records to return
              • Test the database view
            • Displaying function results in a database view
              • Create a function field to perform a database function
              • Display function results in a database view
            • Use disjunctions in complex queries
            • Database views in the base system
        • Data management
          • Unique record identifier (sys_id)
          • Data archiving
            • Create an archive rule
            • Create a destroy rule
            • Archive rule and destroy rule properties
            • Manage archived data
            • Stop an active archive rule
            • Data archive table size limits
            • Migrating non-reference fields to reference fields
          • Export and import XML files
            • Exporting data
              • Export limits
              • Form export
              • List export
                • Determining which list fields are exported
                • Use a URL query to filter a list result
              • Export controls
                • Query parameters for display value and header
                • Export Set fields for display value and header
                • System properties for display value and header
                • Field types affected by export controls
                • Default values for column headers and column values
              • Exporting currency fields to Excel
              • Export directly from a URL
                • Call URL export programmatically
              • Break up a large export
              • Enable export debug logging
            • Import an XML file
          • System clone
            • Request a clone
              • Create a clone target
              • Exclude a table from cloning
              • Data preservation on cloning target instances
              • Clone profiles for clone requests in Core UI
            • Cancel a clone
            • Schedule cloning
            • Modify cloning schedules
            • View clone status
            • View clone history
            • Roll back a clone
            • Post-clone cleanup scripts
            • Clone Admin Console
              • Request a clone in Clone Admin Console
          • Database rotation
            • Activate database rotation
          • Table cleaner
            • Activate table cleanup
            • Table cleaner properties
          • Deleting records safely
            • Mark records for deletion
            • Preview affected records for deletion
            • Schedule or execute a job to delete records
            • Rollback a delete job
          • Updating records safely
            • Mark records for updating
            • Schedule or execute a job to update records
            • Rollback an update job
          • Domain separation and Data Management
      • Forms, fields, and lists
        • Form configuration
          • Using the form designer
          • Configuring the form layout
        • Form administration
          • Administering form personalization
          • Administering form annotations
          • Administering attachments
            • Configure attachment system properties
            • Disable attachments on a table
            • Index attachments on a table
            • Hide the attachment [view] link
            • Configure attachment icons
          • Formatters
            • Create a UI macro for a formatter
            • Create a formatter and add it to a form
            • Activity formatter
            • Process flow formatter
            • Parent breadcrumbs formatter
            • Approval summarizer formatter
            • Override a formatter with macros
            • Limit the number of activity stream entries
          • Form templates
            • Create a template using the Template form
            • Create templates for related task records
            • Create a template by saving a form
            • Create records based on a template
            • Create a module for a template
            • Template bar
            • Toggle the template bar
            • Scripted templates
          • UI actions
            • Create a UI action
            • Override a UI action for an extended table
          • UI policies
          • Advanced form configuration
        • Field administration
          • Field types
            • Choice list field type
              • Choice list security
              • Values to associate with choice labels for scripting
              • Integer values for default choice lists
              • Configure state field choice values
              • View choice list definitions
            • Condition field types
              • Add the condition count to a condition field
              • Update a conditions field to use condition builder v2
            • Database field type
            • Dictionary entry data types
            • Document ID field
            • Function field
            • Geo point field type
            • HTML field type
              • Configure a field editor for the HTML field
                • Configure the HTML toolbar
                  • Configure TinyMCE to allow deprecated tags
                  • Configure TinyMCE to allow JavaScript in URLs
                • Formatting icons for the HTML field editors
                • Extended functions
              • Editing functions in TinyMCE
                • Table functions in TinyMCE
                • Customize TinyMCE attributes
                • Highlight text in TinyMCE
                • Insert a line break in the HTML editor
                • Add a table to the HTML field
                • Embed images in HTML fields
                • Link to a website in HTML fields
                • Embed videos in HTML fields
                • Define video file types for HTML fields
                • Disable user access to the image library
                • Paste content into the HTML editor
            • Image field type
            • IP address field type
            • Journal field type
              • Render journal field entries as HTML
                • Restrict the CODE tag in journal fields
                • Validate HTML in journal fields
              • Journal field display limits
              • Enable the text field character counter
            • Name-value pairs field type
            • Percent complete field type
              • Target threshold colors attribute
            • Phone number field type
              • Territories assigned
              • Dependent fields
              • E.164 phone number field configuration
              • Configure a territory phone display rule
            • Reference field type
              • Add a reference field
                • Enable dynamic creation for reference fields
                • Configure cascade delete rules
                • Define the reference key
                • Display a reference field as a choice list
              • Display values
                • Select a field as the table display value
              • Decorations
                • Reference lookup
                  • Tree picker lookup
                • Reference field icon
                • Configure the related incidents icon
                • Configure the show workflow icon
              • Reference qualifiers
                • Configure reference qualifiers
                  • Constrain the assigned to field by role
                  • Constrain the assignment group field
                • The INSTANCEOF operator in reference qualifiers
              • Auto-complete for reference fields
              • Recent selections
            • Suggestion field type
              • Configure suggested text for string fields
              • Configure suggested text for journal fields
            • Wiki field type
              • Supported wiki tags
              • Create a Wikitext field
              • Extend the functionality of a Wikitext field
          • Add and customize a field in a table
            • Make a field mandatory
            • Change the field label or hint
            • Delete a field from a table
            • Add users to a watch list
              • Configure email notifications for watch lists
                • Hide email addresses in a watch list
                • Configure order buttons on the watch list slushbucket
            • Highlight list fields
            • Modify string field length
            • Specify a default field value
            • Make a field dependent
            • Require unique values for a field
            • Define field styles
            • Record numbering
              • Add auto-numbering records in a table
              • Prepare to left-pad number fields in custom tables
                • Configure left padding of a system number in a table
              • Prevent numbering gaps
              • Enforcing unique numbering
          • Field normalization and transformation
            • Activate Field Normalization
              • Installed with field normalization
            • Enable a field type for normalization or transformation
            • Create a raw field
            • Normalization and transformation data jobs
              • Run a single data job
              • Run multiple data jobs
              • Rollback a data job
            • Normal values
              • Create the normalization record
              • Create a normal value
              • Create aliases
              • Apply aliases
              • Create rules
              • Coalesce records on a normal value
            • Transforms
              • Transform a field
            • Default Transform Definitions
              • Create a transform definition
              • Create a transform variable for a transform definition
              • Create a script for a transform definition
              • Create a transform category
            • Regular expressions and patterns in field normalization rules
              • Pattern matching
            • Domain separation and Field Normalization
          • Data policy
            • Installed with data policy
            • Create a data policy
              • Data policy fields
            • Convert a UI policy to a data policy
            • Convert a data policy to a UI policy
            • Data policy debugging
          • Data lookup and record matching support
            • Create custom data lookups
        • List administration
          • List configuration
            • Configure the list layout
            • Configure list calculations
            • Omit record count in a list
            • Configure list controls
            • Advanced list control with scripts
          • Controlling the sort sequence used to display lists
          • List editor administration
            • Configure list editor properties
            • Configure list control settings for the list editor
            • Configuring contextual security for the list editor
              • Example - Restrict a table
              • Example - Restrict a field
              • Example - Restrict a field with a script
              • Example - Restrict a field with a condition
            • User preferences for list editing
          • Personal list administration
            • Enable or disable personal lists
            • Control which roles can personalize lists
            • Manage personal lists
          • Administer detail rows
          • Restrict filters and breadcrumbs with fixed queries
            • Suppress filters and breadcrumbs with list controls
            • Use script includes to suppress filters and breadcrumbs
            • Increase the allowed number of breadcrumb entries
          • Enable a hierarchical list
            • Use list controls in hierarchical lists
          • Context ranking
            • Activate context ranking
            • Create a ranking definition
            • Rank a list
              • Apply a new sort order to a list
            • Scrum ranking definitions
              • Rank stories in a related list
          • Customize list context menus
            • Action script for list context menus
            • Dynamic actions script for list context menus
            • onShow script for list context menus
      • Search administration
        • Machine learning solutions for Search administration
          • Predictive Intelligence for Contextual Search
        • Features of Search administration
        • Search Suggestions
          • Exploring Search Suggestions
          • Configuring Search Suggestions
            • Schedule the Build Search Suggestions script
            • Schedule suggestion pruning
            • Set maximum age for searches used in suggestion generation
            • Prevent the creation of suggestions in special cases
              • Test regular expression patterns in Search Suggestion Exclusion List Rule entries
          • Using Search Suggestions
            • Analyze search relevancy
            • Use the GraphQL REST API to view suggestions created from external user searches
          • Search Suggestions reference
            • Installed with Search Suggestions
              • Search Suggestions tables
            • Domain separation and Search Suggestions
        • Search signals
          • Search signal tables
        • Zing text indexing and search engine
          • Features of Zing text indexing and search engine
          • Available search options
            • List search finds records from the current table
            • Boolean operators allow conditional search results
            • Quotation marks allow exact phrase searches
            • Wildcard characters allow searching for patterns and variations
            • Enable or disable the Zing junk filter
            • Debug Zing
          • Global search finds records from multiple tables
            • Global search displays a page of matching results
            • Text search views control format of global search results for tables
              • Default display fields for global search tables
            • Search settings filter and group global search results by table
            • Global search displays exact matching records
            • Global search displays your most recent search queries and results in Next Experience UI
            • Set global text search properties
              • Configure parallel processing of search groups
              • Revert to the legacy global search UI
            • Set the preview limit for global or workspace search in Next Experience UI
            • Hide per-table search result counts in Next Experience UI
            • Add a workspace application to the Unified Navigation search context menu
            • Global text search suggestions
              • Update a type-ahead suggestion
              • Configure "Did you mean?" suggestions
          • Zing generates search results in four phases
          • Zing filters search results with access controls
          • Zing computes document scores using three components
            • Score search terms by inverse document frequency (IDF)
            • Set the relative weight of a field
          • Zing indexes words
            • Zing indexes punctuation as part of some words
            • Zing indexes some HTML elements
            • Configure a table for indexing and searching
            • Configure a text index group to search across multiple tables
            • Zing index and search dictionary attributes
            • Regenerate a text index for a table
              • Reindex a table without impacting text search results
              • Regenerate the text index for a single record
            • Remove an index
            • Remove an index for a specific field
            • Remove the text index for a child table
            • Change the query mode of an indexed table
            • Text indexing statistics and status
            • Configure tables to use the Japanese tokenizer
          • Zing can include attachments in search results
            • Index attachments on a table
          • Zing removes stop words from queries
            • Configure a global stop word
            • Configure a table-specific stop word
            • Enable automatic stop words for a table
            • Disable a stop word in Zing
          • Zing matches derived words with stemming
          • Zing can expand search results with synonyms
            • Enable search synonyms
            • Create synonym dictionaries
            • Select synonym dictionaries for a table
            • Disable synonyms for a table
            • Debug synonym searches
          • Zing displays search suggestions as users enter search terms
            • Enable and disable Search Suggestions in Zing
            • Set the maximum number of suggestions Zing displays
          • Installed with Zing
            • Zing roles
        • AI Search
          • Exploring AI Search
          • Configuring AI Search
            • Assign roles to AI Search administrators and users
            • Indexed sources
              • Create an indexed source
              • Indexed source retention policies and filter conditions
              • Indexed source attributes
              • Field settings
              • Indexing content from indexed sources
                • Perform a full table index or reindex for a single indexed source
                • Perform a full table index or reindex for multiple indexed sources
            • Search sources
              • Create a search source
              • Preview matching records for a search source
            • Search profiles
              • Create a search profile
              • Link a search source to a search profile
              • Publish a search profile
              • Clone a search profile
              • Synonyms
                • Create a synonym dictionary linked to a search profile
                • Create synonyms
                • Clone a synonym dictionary
                • Link a synonym dictionary to a search profile
                • Unlink a synonym dictionary from a search profile
                • Delete a synonym dictionary
              • Stop words
                • Create a stop word dictionary linked to a search profile
                • Create stop words
                • Clone a stop word dictionary
                • Link a stop word dictionary to a search profile
                • Unlink a stop word dictionary from a search profile
                • Delete a stop word dictionary
              • Typo handling
                • Modify settings for a typo handling dictionary
                • Exclude a term from a typo handling dictionary
              • Genius Results
                • Default Genius Result configurations
                • Activate People Genius Results
                • Link a Genius Result configuration to a search profile
                • Set the evaluation order for Genius Result configurations in a search profile
                • Create a Genius Result configuration
                • Link an NLU model and intents to a Genius Result configuration
              • Result improvement rules
                • Create a result improvement rule
                • Boost search results using a result improvement rule
                • Block search results and Genius Results using a result improvement rule
                • Promote search results using a result improvement rule
            • Search application configurations
              • Create a search application configuration for AI Search
              • Display search result counts on the results page for a search application
              • Group attachment search results with their parent results
              • Create a facet in an AI Search application configuration
              • Specify whether facet filters persist across navigation tabs
              • Configure navigation tabs in an AI Search application configuration
              • Auto-complete suggestions in AI Search applications
              • Using search scripted post-processors in AI Search application configurations
              • Search result sort options in AI Search application configurations
            • Configure EVAM display options for search results in AI Search applications
              • List of Search Result EVAM card options
            • Enabling and configuring AI Search in Now Platform applications
            • Create a custom search matcher for global search
            • Domain separation and AI Search
              • Enable automatic domain updates for a referenced table
            • Indexing and searching external content in AI Search
              • Request the External Content for AI Search plugin
              • Create an external content schema table
              • External content security for AI Search
                • Defining access permissions for external documents
                • Mapping external users and groups to Now Platform users
              • Components installed with External Content for AI Search
          • Integrating AI Search into other Now Platform applications
            • AI Search Assist record producer integration for Service Portal
              • Configure AI Search Assist for a record producer
              • AI Search Assist roles
              • AI Search Assist properties
              • Domain separation and AI Search Assist
          • Using AI Search
            • AI Search query language
            • Viewing search results
            • Change the sort order for your search results
            • Automatic search query resubmission
            • Provide feedback on Genius Results
          • Administering AI Search
            • Lemma and Unicode normalization
            • Internationalization support for AI Search
              • Searching translated content
              • Assign Knowledge article search languages by country
              • Configure globally searchable Knowledge articles
              • AI Search interaction with fallback languages
              • Enable a global fallback locale for translated content
            • Machine learning relevancy in AI Search
            • Content security in AI Search
            • Encrypted fields in AI Search
            • Semantic vector search in AI Search
            • AI Search logging and debugging
              • View AI Search ingestion log messages
              • View all AI Search log messages
              • Review ingestion history for an indexed source
              • Enable session debugging for AI Search
            • Diagnose search result access issues using the Search Preview UI
            • Debug search source and content security filters
            • Debug external content security filters for a Now Platform user
            • Review record counts for indexed sources
            • Search query parameter evaluation framework
          • AI Search reference
            • Plugins installed with AI Search
            • Components installed with AI Search
            • External Content for AI Search roles
            • AI Search system properties
            • Now Platform tables excluded from AI Search indexing
            • Variable types supported by AI Search indexing
            • AI Search index fields
            • AI Search Country To Search Language form
            • AI Search External Search User Mapping Table Data Source Relationship form
            • AI Search Genius Result Configuration form
            • AI Search Genius Result Configuration NLU Model Mapping form
            • AI Search Results Improvement Rule form
            • Child Table form
            • Custom Matcher form
            • Dictionary and AI Search Dictionary forms
            • Dictionary Term form
            • Facet form
            • Field Setting form
            • Indexed Source form
            • Indexed Source Attribute form
            • Indexed Source History form
            • Navigation Tab form
            • Record Producer Configuration form
            • Rule - Action Mapping form
            • Search Application Configuration form
            • Search Profile form
            • Search Profile - Dictionary Mapping form
            • Search Profile - Genius Result Mapping form
            • Search Profile - Search Source Mapping form
            • Search Scripted Post-processors form
            • Search Source form
            • Sort Option form
            • Suggestion Reader Group form
          • Extending AI Search with ServiceNow Store applications and integrations
            • Platform Analytics Solution for Advanced AI Search Management Tools
              • Activate the Platform Analytics Solution for Advanced AI Search Management Tools
              • AI Search Profile dashboard
              • AI Search dashboard
              • Create a cross-scope access privilege for the AI Search dashboards
              • AI Search Analytics dashboard
                • Customize the banner logo for the AI Search Analytics dashboard
                • Configure Service Portal to send analytics data
              • Search Preview UI for AI Search
              • Advanced AI Search Management Tools reference
            • AI Search for Next Experience
              • Install AI Search for Next Experience
              • Configuring AI Search for Next Experience
                • Verify that your instance meets the prerequisites for AI Search for Next Experience
                • Migrate Zing search application configurations to AI Search
                • Enable AI Search for Next Experience
                • Add a new Unified Navigation workspace search configuration to AI Search for Next Experience
                • Revert to Zing as the Unified Navigation search engine
                • Repair AI Search for Next Experience after activating a new Now Platform language
                • Enable search-based auto-complete suggestions in AI Search for Next Experience
              • Using AI Search for Next Experience
              • AI Search for Next Experience reference
                • AI Search for Next Experience default navigation tabs for global search
            • Now Assist in AI Search
              • Install Now Assist in AI Search
                • Review available versions of Now Assist in AI Search
              • Configuring Now Assist in AI Search
                • Now Assist Q&A Genius Results
                  • Enabling Now Assist Q&A Genius Results
                  • Define a query filter for Now Assist Q&A Genius Results
                  • Change the minimum search term count for Now Assist Q&A Genius Results
                  • Caching for Now Assist Q&A Genius Results
                • Now Assist Catalog Ordering Genius Results
              • Now Assist in AI Search reference
                • Components installed with Now Assist in AI Search
                • Now Assist in AI Search properties
        • Contextual search
          • Contextual search plugin
            • Contextual search plugin
              • Components installed with Contextual Search
          • Contextual search concepts
          • Contextual search components diagram
          • Configuring contextual search
            • Contextual search properties
            • Define a search context
            • Configure table for a contextual search
            • Filter configuration for contextual search
              • Create a filter configuration using mapping
              • Create a filter configuration using scripts
            • Configure search resource context properties
          • Managing contextual search
            • Set a search context as default
            • Set the default source for search context
            • View a searcher
            • Show the related search box in a form
            • Add multiple search fields for contextual search
            • Add additional resources to the source selector of a form
            • Edit search resource display field record
            • Specify fields for the Cxs_popup view
            • Modify or disable search actions available for contextual search
            • Enable viewing of search results for the current and another selected user
            • Define contextual search for record producer
            • Define email configuration for contextual search
              • Provide knowledge in incident email notification
            • Edit an email notification for the search results
            • Attach a Knowledge article
              • Specify field for attached Knowledge article links
            • Feedback information on contextual search
              • Run a report on contextual search usage
          • Domain separation and Contextual Search
          • Contextual Search roles
        • Intelligent Search for CMDB
      • Time configuration
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        • Using time configuration
          • Creating business calendars
            • Create a business calendar
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          • Defining fiscal calendars
            • Activate Fiscal Calendar plugin
            • Generate a fiscal calendar
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          • Set a system time zone
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          • Define a relative duration
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        • Time configuration references
          • Time zones
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            • Timeline pages
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              • Range calculator scripts
              • Timelines
                • Changes in perspective
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          • Client transaction timings
            • Components installed with Client Transaction Timings
            • Timing values
      • Currency administration
        • Exploring currency administration
          • Standard currency fields
            • Locale settings
            • Session and reference currency
            • Single-currency mode
            • Price fields
            • Default currency values in forms
            • Default currency values in reports
            • Default currency values in lists
            • Default currency values in import and export
            • Default currency values in scripts
          • FX Currency fields
            • Understanding FX Currency values in forms
            • Understanding how FX Currency field conversions work
            • Understanding FX Currency values in lists and reports
            • FX Currency values in import and export
        • Configuring currency fields
          • Setting up defaults required for standard currency use
            • Control default currency field configuration and use in an instance
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            • Configure default currency fields in audit records
            • Configure the currency optimizer
            • Default currency conversions
              • Schedule the rate update job
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          • Setting up defaults required for FX Currency use
            • Add conversion rates using a custom rate table
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              • Identify the FX Currency field and its display parameters
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            • Updating the Currency Instance record
        • Currency administration references
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      • Translation and localization
        • Localization Framework
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          • Configure the Localization Framework
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                • Integrate with a translation management system
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              • Configure the Localization Framework preferences
          • Request translations
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          • Create translation projects
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          • Monitoring the Localization Framework
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          • Localization Framework reference
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            • Error messages in the Localization Framework
        • System Localization
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            • Translating the knowledge base
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          • Configuring System Localization
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            • Export and edit translation records
          • Translating to an unsupported language
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          • System Localization reference
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        • Dynamic Translation
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          • Integration with other translation services
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          • Translating with Dynamic Translation
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            • DynamicTranslation API
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HomeVancouver Now Platform AdministrationAdminister the Now Platform Configure core featuresSearch administrationContextual searchConfiguring contextual searchCurrent page
Table of Contents

Configuring contextual search

  •  
    • Vancouver
    • Yokohama
    • Xanadu
    • Washington DC
  • UpdatedAug 3, 2023
  • 1 minute read
    • Vancouver
    • Now Platform Administration
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.

You can configure different components of contextual search.

  • Contextual search properties

    Contextual search properties are used to control the fields that you can search from and the number of results displayed per page.

  • Define a search context

    Define where agents can search for a particular resource. You can specify that the search resources are predefined or additional resources outside the system.

  • Configure table for a contextual search

    Configure the options for the contextual search that a table performs.

  • Filter configuration for contextual search

    Define filter configurations to map fields from the form to provide a more targeted search result set.

  • Configure search resource context properties

    Configure the properties to limit the search to a specific catalog or knowledge base. For example, if you want to limit the knowledge search to an IT knowledge base or a service catalog search to software service catalog, you can configure the properties.

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