Hello,

 

I'm currently dealing with an issue similar to the one outlined in this post:

https://community.creatio.com/questions/searching-user-fields

 

I have been able to confirm that checking the "Indexed" box on a custom field will allow me to search on that column in the global search. However, the column that I actually need to be able to search is an Unlimited length text field. When I attempt to publish the entity, I receive the following error:

 

I believe the reason for this error is that it's attempting to add the new index to some table using the above stored procedure, but the index wasn't created due to the size constraints on non-clustered indexes outlined at the Microsoft link below. It's a fairly large page and the relevant part is this: "The maximum allowable size of the combined index values is 900 bytes for a clustered index, or 1,700 for a non-clustered index"

https://docs.microsoft.com/en-us/sql/t-sql/statements/create-index-transact-sql?redirectedfrom=MSDN&view=sql-server-ver15

 

Is there a way to index an unlimited length text field in the global search results?

Or can I bypass having to create an index on the field but still have the Elastic Search pick it up?

 

Thanks.

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Hello Daniel,

 

We have received a reply from our R&D that indexing unlimited length text fields by checking the 'indexed' box will not work. To do this you will need to do the following:

1. Add a column
2. Compile the appllication
3. Run the following script in the browser console under the Supervisor user:
require(["ServiceHelper"], (ServiceHelper) => { ServiceHelper.callService("IndexingConfigService", "SendIndexationConfigs"); });

Then create a new record and after some time the record will be indexed by the created column.

 

Best regards,

Max.

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On the LEAD object, we have a user field ("UsrSecondaryPhone") and it is not indexing via Global Search (or at least no values in this field result in search results in a global search).  I have made sure that the section is marked for Index for Global Search (check box is checked).  How do I get this and other user fields to index via global search?

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Hello,

 

It is also necessary to mark the necessary column attribute Indexed as true. After that the column data will be available in the search list.

If it is still not found by the global search, I suggest to contact the support team via support@creatio.com to have a closer look at your object settings.

 

Regards,

Dean

Thank you for the reply.  I see how to do this when adding a new column.  But in this case, I have a user column that was previously added and I cannot find how to edit the column to check this box.

Hello,

 

Here it is:

 

 

Regards,

Dean

Dean,  Thanks again.  I've tried that.  I can follow these steps in our DEV environment and I can check the box in DEV, however, in our production environment, I cannot make the same change (and I've tried several instances of the LEAD object.  We made the changes to add user columns in our DEV environment, then exported a package and imported it into our production environment.  Now, I want to make this change for indexing purposes in production, but I am unable to make changes on the column.  Any ideas?

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Hello, is it possible to have the global search include records from custom sections I've created? It appears to only search ootb sections. 

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You can try enabling the indexing for full text search option in section wizard.  https://academy.creatio.com/docs/user/no-code_customization/ui_and_busi…

Can that only be done upon initial setup? I set this custom section up a year ago and now if I go to the section wizard I don't see that option.

 

Dear Mitch, 

Can you please check SysModule table and make sure that for this section value of "GlobalSearchAvailable" column is set to 1? 

Kind regards,
Roman

Roman Brown,

 It was not set to 1, I updated the column so it was now 1. But still, this section does not show up in the global search.

Dear Mitch, 

Please contact our support team at support@creatio.com with a short description of the issue or simply provide a link to this post so we could help you with it. 

Kind regards,
Roman

Will this work for detail columns also ?

Dear Shailey, 

Can you please provide more details on your question?

Kind regards,
Roman

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Hi all,

I am facing this issue with filter functionality in Mobile App. In previous version we used to have filter icon for section, and in the current version (7.17) that replaced with search based on the first field on the page.

Is there any workaround to apply filtered search? 

This kind of annoying, specially when searching for full name and it doesn't respond when you are typing last name. For example, 'John Doe' only appears in search if you search for 'John'. If you type 'Doe' it returns with no results.

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Hello Kavian,

 

Hope you're doing well.

 

If I understood your question correctly, it seems that search functionality didn't change (we have compared the last version (7.17) and the previous one (7.16)) and we were able to get search results via looking for the part of the full name and full name (for section search and for filtered search):

 

7.16:

 

7.17:

 

You can use '%' sign for partial word search if you are not sure in the full name:

 

Also, it is possible to configure columns by which search will be performed in mobile application from your side. Information on where and how it can be configured can be found in the next post: https://community.creatio.com/articles/search-multiple-columns-mobile-a…

 

Best regards,

Roman

Hello Kavian,

 

Hope you're doing well.

 

If I understood your question correctly, it seems that search functionality didn't change (we have compared the last version (7.17) and the previous one (7.16)) and we were able to get search results via looking for the part of the full name and full name (for section search and for filtered search):

 

7.16:

 

7.17:

 

You can use '%' sign for partial word search if you are not sure in the full name:

 

Also, it is possible to configure columns by which search will be performed in mobile application from your side. Information on where and how it can be configured can be found in the next post: https://community.creatio.com/articles/search-multiple-columns-mobile-a…

 

Best regards,

Roman

Roman Rak,

Thanks.

Roman Rak,

On the other note, is it possible to define the which fields to filter based on? for example, currently, it shows all the fields been used on the contact page, but we are only looking for searching based on 'Last name' and 'Type'

 

Thanks

Hello Kavian,

 

Thank you for your question.

 

As for now, there is no such functionality. I have created the functional request to our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.

 

Best regards,

Roman

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Hi Community,

 

Any idea how we can re order the global search result based on Created On field. Recent one should be on top. Thanks

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Hello Fulgen,

Unfortunately, there are no basic tools to modify the global search results in the application. However, you can edit a schema that is responsible for displaying the found data taken from a particular object according to your needs. You can modify the diff part of the code in the inherited from the object schema located in a Custom package. For accounts it is AccountSearchRowSchema and for contacts - ContactSearchRowSchema.

 

Best regards,

Bogdan S.

Bogdan Spasibov,

 

Thank you so much Bogdan. Do you have any example how I can put sorting based on CreatedOn field on diff?

Hi Fulgen Ninofranco,

 

We've tried to set up such a filtering feature as well as discussed the task with Creatio R&D team. Alas, as it was mentioned before, there is no option to modify the global search results in the application. The platform uses the Elastic Search engine that returns the result as it is and we cannot affect it somehow manually. 

 

Regards, 

Anastasiia

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How do I check which version of the global search service I have?

If you use Creatio cloud, you will always have the latest version of the global search service.

If you use Creatio on-site, run the following console command:

docker ps

This will open the list of all containers. The number of global search version will be available in the “image” column.

How do I initiate the re-indexing of my Creatio site?

For global search versions lower than 2.0:

1. Open gs-mysql container via the following command:

docker exec -it gs-mysql bash

2. Run the following command in the opened gs-mysql container:

mysql -p1665017 use gs; UPDATE GlobalSearchIndexingEntity SET LastIndexedOn = NULL, InProcess = 0;

For global search version 2.0 and up:

Execute the following request on

gs-web-api: `/indexation/{siteName}/reindex/full

How do I enable logging the global search service?

By default, the service logs only errors. To enable logging of all events, locate the following string in the docker-compose.yaml file:

-Log4NetPath=${LOG$NET_CONFIG_FILE:-log4net.production.config}

Replace the string with the following string:

-Log4NetPath=${LOG$NET_CONFIG_FILE:-log4net.debug.config}

Note that if you enable logging of all events, the number of log files will increase significantly.

Which metrics and tracking schema can I use to monitor the global search operation?

Execute the following request:

http://[GS-WEB-API]:81/sites/[SITE_NAME]/search/state

Here, [GS-WEB-API] is the server address, and [SITE_NAME] is your Creatio website name.

How do I set up access to ElasticSearch via a password?

You can restrict access to ElasticSearch using Haproxy, which supports base64 authentification. Use the x-pack plugin to set up access to ElasticSearch via a login and a password.

How do I add a new object to the ElasticSearch indexing, or change the settings for the indexed fields of existing objects?

You can enable and configure indexing of specific sections using Creatio in-app tools. By default, ElasticSearch will index only sections, regardless of their author, as well as lookup columns (with a few exceptions). The attached PDF file contains the list of exceptions.

How do I deploy ElasticSearch on several servers with a single URL? How do I set up clustering?

This information is available in the Elastic service documentation.

Why the “Duplicates search rules” setting is not displayed for me?

Check if the “DeduplicationWebApiUrl” system setting is populated and whether the following features are enabled in “FeatureToggle:”

  • “BulkESDeduplication”
  • “ESDeduplication”
  • “Deduplication”

Learn more about working with additional options in the “Feature Toggle. Mechanism of enabling and disabling functions” article.

Can I use the global search and bulk duplicate search services in two Creatio applications simultaneously?

If you are using two Creatio applications, for example, production and developer environments, set up the global search and bulk duplicate search services for each of them independently. Use the following guides to set up the services:

 

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Hi Andre Kosolapenko,

Thanks for the article. I have performed the operation as guided for re-indexing and below is the result I got and it states that 0 rows got affected.

 

Is there any additional items to be handled ?

Please let me know.

Thanks in advance!

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A few questions on this topic:

1. Can you configure global search to affect how many objects it searches? For example, if we only want to search knowledge base, could we prevent the global search from looking through other objects? We have many records in cases with lots of columns, currently the global search spins for a minute or more before the results finally load.

2. Can you configure the criteria for the matching results? For example, right now the search will return words that have three letters in the same order as what we searched. If I search "Compliance Connect", I get lots of results like "Concatenate", "Select", "Correctly"

3. Is there any good documentation that helps to explain ALL the possible ways you can configure the global search functionality? Or is there any documentation that explains how global search finds results?

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Dear Mitch, 

1. Unfortunately, you can't configure that in the global search, you can use regular filter in the section if you want to search record in a particular section or choose which section records to display in the section menu (http://prntscr.com/q4ti9f)
2. There are several built-in configurations of Global search: 3-letter search, 2-letter search and a full word search. Unfortunately, if you are using cloud version the only way to change the configuration is to send a letter to the creatio support (support@creatio.com). If you are using on-site version here is an academy page on setting up global search:
https://academy.creatio.com/documents/administration/7-15/global-search-setup
3.Here are academy pages on global search: 
https://academy.creatio.com/documents/administration/7-15/global-search-setup
https://academy.creatio.com/documents/base/7-15/global-search#XREF_45493

Best regards,
Dennis 

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I imagine it is not likely that this is possible, but I did have an employee ask if there is away to run a search in Creatio that searches the contents of attached documents? Is there any such feature?

For example, if you attach a Microsoft Word document to the attachments detail of a case, then run a global search on a word that is in that document, will it return that as a search result?

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There is a marketplace add-on that does this: 

https://marketplace.creatio.com/app/full-text-search-creatio

Ryan

Hello Mitch,

Our R&D team has a task in "Planned" status registered on their side regarding full text search in files using Global Search feature. Currently the workaround is to use marketplace app Ryan provided you with. I will also make sure our R&D team could know about your community question so it could raise the priority of the problem.

Thank you for helping us to make our application better!

Regards,

Oscar

Oscar Dylan,

That's great news Oscar, thanks for the info.

Ryan

Ryan Farley,

Oscar Dylan,

Thank you both!

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How to search emails from a connected mail box? Version used in 7.14.0.

Also

How to include Activity section in search results? Already ticked the "indexing for full text" in activity section; still activities are not listed while searching for a contact.

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Dear Krishna,

Indeed, by default the Activity records are not included to the global search results. After you enabled full text indexing it is better to wait for some time till the records are indexed. Once the process is finished - they should be displayed in the search results. Note, the activities with the type 'Email' are not displayed in the global search results. If you still don't have the activities in the search results, we suggest to contact our support team via support@bpmonline.com and request the full manual re-indexation. Thus, all data in the database will be re-indexed and will be displayed in the search results. 

Best regards,

Dean

Dean Parrett,

Thanks Dean!!

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Is there some requirements for global search criteria? When I put part of a case number, there are no results. If I put the entire case number, the case is shown in the results. I've reviewed the system settings for global search but it does not appear I can make any adjustments that resolve this.

 

partial case #:

full case #:

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Dear Mitch,

To provide you with a solution, we need to investigate the issue. Please submit a case to support@bpmonline.com and we provide you with a solution in terms of the case.

Best regards,

Anastasia

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