This is sort of two questions but they're along the same lines. First of all, how do I add custom columns so that they show up in global search. I've figured out how to add columns to it by making a replacing schema for the xSearchRowSchema but whenever I add custom columns they don't show up.
Secondly, how to I go about adding a xSearchRowSchema for a custom object?
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Hello Dominic,
It is actually simpler to do so.
You need to set the column as indexed in the object settings then save and publish the object.
After that you will be able to search for the column's value in the global search!
As for searching for objects I do not quite get what you mean. Could you please elaborate on this? Do you want to be able to search the objects themselves or just the records of objects?
Best regards,
Max.
Max,
So what I mean is that I'd like to show certain columns when I search something in the global search. Below is the custom object quote line but it only shows the quote id and the object that it belongs to. I'd like it to show more columns like it does when I search an account in global search as also shown below.
Like I said before I am able to add some columns to the account but only pre existing columns that came with base Creatio. So far I have been unable to add custom columns to this.
Dominic Fier,
There is no option to modify the global search results columns. It can only be done with the help of development. For example, if we are talking about basic sections, the required columns should be included in the diff section of the 'Object'SearchRowSchema of the Custom package. You can find some common topics on Creatio Community:
If you need a specific consultation on the implementation of your custom logic, you can request this as part of a consultation service from your Success Manager.
The idea has already been registered for the R&D team to implement the possibility of the global search result view customization.
As for your question about adding custom columns to global search results. you can refer to my previous reply.
What you need to do is add a custom column. And check the "Indexed" column.
Then save and publish the object.
After that add the column to the page in section wizard and populate it.
Then you can search for this value in the global search.
Best regards,
Max.
Adding custom objects to the global search can easily be done with clicking the Indexing for full-text search checkbox on the section wizard
https://i.imgur.com/IblfqJ4.png
Max,
Are you sure that the "Indexed" checkbox is for Global Search indexing rather than database indexing? The documentation says that checkbox is for regular database indexing:
It would be nice if Creatio added some more detail to their articles around configuring Global Search - they have some of it, but the details on exactly how you add objects & columns to the global search are a bit limited in my view. The main place I found any info is here though: https://academy.creatio.com/docs/8.x/setup-and-administration/on-site-deployment/containerized-components/global-search-and-deduplication-faq#title-2069-6
But this does not go into any detail that I can see around adding non-section objects to the GS results.