Question

Search for partial text / how does the logic work?

I noticed in our system that searching via the global search in the top right corner works not intuitive (at least not for us, maybe just an explanation needed).

 

Searching for "profactor" in our system leads to 4 hits. 1 Account (named Profactor GmbH) and 1 Contact, 1 Lead, 1 Opportunity attached to this account.

Searching for "profact" delivers only Account and Contact.

 

Why? What is the logic behind this?

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3 comments

Hello,

 

Thanks for reaching out. 

 

It seems that Global Search feature is switched off and works as a filter in Contacts and Accounts sections or functions incorrectly. Please contact us at support@creatio.com and we will help you to fix the issue.

 

Best regards,
Anastasiia

 

 

Hi Christian / Anastasiia,

While setting up the global search there is a need to define the search templates.

For Docker:
curl -v -X POST -d '{"templateName": "default.json"}' -H "Content-Type: application/json" http://[SERVER2_IP_ADDRESS]:81/sites/my-test-site/search
 
For Kubernetes:
curl -v -X POST -d '{"templateName": "default.json"}' -H "Content-Type: application/json" http:// [GS_WEB_API_URL] /sites/my-test-site/search

Please visit here and find the search templates listed in the tabular structure https://academy.creatio.com/docs/user/on_site_deployment/containerized_…

This is for on-premise installation and for Cloud Creatio support will guide on this.

Best Regards,

Bhoobalan Palanivelu.

I'm on cloud and already in contact with support. They are activating Global Search but up until now no change in results.

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