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

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Contextual Search > Table Configuration and click New.
  2. On the form, fill in the fields.
    Figure 1. Table Configuration form
    Table configuration form when the UI type is platform
    Table 1. Table Configuration fields
    Field Description
    Table Name and label of the table associated with the form. For example, Incident [incident].
    UI type User interface differs depending on whether you use the table configuration for Platform or Workspace.
    Note: The When to display section appears only when you select Platform from UI type.
    Table configuration when the UI type is Workspace
    Search context Lookup icon Lookup icon to select a search context to select a search context for which you are configuring the table.
    Title Unique title for the search results area that appears in the form. For example, if you enter Knowledge results as the value in this field, the related search area displays Knowledge results as the title. Related search area
    Enable related search box Option to show the related search box in the form.
    Show searcher first Option to display searcher resources before additional resources in the search context. This field appears only when you select Workspace from UI type.
    Enable source selector Option to show the list of search sources that you can search from.
    Note: This field appears only when you select Enable related search box.
    Application Application scope of the table configuration. The configuration is available for all applications or for scoped applications.
    Active Option to activate the table configuration.
    Limit Maximum number of search results returned.
    Results per page Number of results to display per page.
    Allow expand/collapse Option to enable a user to collapse the search results in the form.
    Enable preview buttons Option to show a preview button (platform only) for each search result. The user can then use the preview button or the search result title to preview the result record.
    Note: The option is available from the London release. Clear the option to provide a more compact display for each search result.
    Allow search with empty search text Option to specify whether the search runs when there is no search text.
    Note: There is no search text when there is no Search Field specified or when there is a Search Field whose value is empty.
    When to display
    Required roles List of roles that grant access to the related search results widget from the table. Users must have one of these roles to see the widget when viewing the table.
    Condition Conditions that records must satisfy to appear as related search results. For example, set [Active] [is] [true] to only enable the active records as related search results.
    Search as
    Enable search as Option to enable searching as a different user. The message box describes the settings available when you select this option.Search as field

    For more information on using Search as, see Enable viewing of search results for the current and another selected user.
  3. Click Submit.
    The Search Fields, Filter Configurations, Email Configurations, and Search Action Configurations related lists appear. By default, the Short description field is added to the Search Fields related list.
    Note: Search results only appear for Search Fields that are visible on the form.