Define a search context
- UpdatedAug 3, 2023
- 2 minutes to read
- Vancouver
- Now Platform Administration
Define where agents can search for a particular resource. You can specify that the search resources are predefined or additional resources outside the system.
Before you begin
Role required: admin
Procedure
- Navigate to All > Contextual Search > Search Contexts.
- Select New.
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On the form, fill in the fields.
Table 1. Search Context form Field Description Name Unique name of the search context. Short description Brief summary of the context. Searcher Lookup icon ( ) 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, and ServiceNow 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: Provides search results from Knowledge, Pinned Knowledge, and Catalog Items.
- Knowledge and pinned: Provides search results from knowledge articles and pinned knowledge articles.
- 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 default search List used to select a specific resource from the Searcher field to search as default. Searcher text Unique label for the searcher group that is used when there is more than one resource in the searcher. Active Option to activate the search context form. Enable wildcard searches Option to enable wildcard characters, such as * and %, for searches. Search on tab Option 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:To display the search context in the Source selector on Platform, you must select this option. Search contexts with this option deselected don't appear in the Source selector on Platform.
The Searcher default search list is available if the Searcher is the default search. If an additional resource is the default search, you see the Set Searcher as the Default Search related link. For information on how to set the default source for search context, see Set the default source for search context.
- Select and hold (or right-click) the form header and select Save.