Configure a basic search source to query data from an instance table, or configure an advanced data fetch script to query data across multiple tables and data sources, or to pull data from anywhere on the web.

Before you begin

Role required: admin

Procedure

  1. In the platform UI, navigate to Service Portal > Portals and select the portal you want to add search sources to.
  2. From the Search Sources related list, click New to add a search source.
  3. Define the fields on the Search Source form.
  4. Complete the fields on the Data Source tab.
  5. Configure Typeahead settings to allow search results to populate the search field based on user input.

    Example Typeahead tab settings. Page field is set to form.

  6. Click Submit.

What to do next

To enable end users to refine search results, Add facets to a simple search source.