Hello!

Regarding your first question, please note that at the moment, the feed is not indexed in the global search (the columns 'Message' of the 'CaseMessageHistory' object and the 'Message' of the 'SocialMessage' object). It is not possible to enable the feed in the global search in the current system configuration.

We have received similar inquiries in the past, and a development team has already registered a task to add this functionality. I have attached your request to the task to increase its priority. We will plan how to address this task and strive to develop a suitable mechanism, which will be presented in future Creatio releases.

Regarding your second question, unfortunately, it is impossible since we don't have direct connections between the record and Feed.

Best regards,

Mariia

Hello,
 

Thank you for your question. We see that you have already contacted the support team and we have successfully solved your problem.
 

Have a nice day!

Hi,

I asked Creatio's support and they provided access to their repository.

BR,

Robert

Hi Sabin,

as for now, you need to contact the Creatio Support team in order to get access to the files for the services such as Global search.

Please, don't hesitate to send an email to support@creatio.com.

Regards,

Gleb.

"Merge records" on the actions menu should become enabled when you select more than one record in the list (as long as the user also has the "Duplicates processing" (CanMergeDuplicates) operation permission). Could it be that the user account doesn't have this permission?

Ryan

Ryan Farley,

Thanks for the note!



1. Here more than one duplicated record is selected

2. The logged-in user is the supervisor and has the "Duplicates processing" (CanMergeDuplicates) operation permission). 

Note:

If a record is filtered and multiple entries (i.e., duplicates) are selected this merge record is disabled. If multiple records in a section are selected without applying any filters in the section filter (OOTB filter option --: "Merge Record" option is enabled).

Best regards,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

I looked at the code for the merge button, it looks like it sets visible based on if the user has the permission or not, not the enabled property. For the menu item to be enabled, it looks like it just uses the "isAnySelected" to determine if any records are selected in the list (isAnySelected is implemented in GridUtilitiesV2 mixin). 

Apparently, that is returning false for your section. Do you have any console errors showing when using that section?

Ryan

Ryan Farley,

No console errors for the section.

Now it works. But haven't changed any operation permission or configuration.



Thanks for the insight !

It seems the property enabled/disabled is based on  "isAnySelected"  attribute and the operation permission read from "SysAdminOperation" which defines the access right.



could you please help with the module that has this Merge menu code? 

Best regards,

Bhoobalan Palanivelu.

Hi Bhoobalan,

You can track if the global search results for the section uses its own SearchRowSchema or the BaseSearchRowSchema using the query below (MS SQL):

SELECT
	sme.Id, sme.ActionKindName, ss.[Name], ss.[UId]
FROM 
	SysModuleEdit sme
JOIN 
	SysSchema ss
ON
	sme.SearchRowSchemaUId = ss.UId
WHERE
	sme.SearchRowSchemaUId IS NOT NULL

But you can create a custom SearchRowSchema module for some section that doesn't have its own SearchRowSchema. The example below is for Documents section that also doesn't have its own SearchRowSchema module.

Here is the screenshot of the base result that the Global Search returns when searching a document:

Let's say we want to add the "Status" column to the search result (the one from the screenshot below):

To achieve this:

1) Create the "Page view model" in configurations with "UsrDocumentSearchRowSchema" code, "Document search row" name and select BaseSearchRowSchema as a parent:

2) Specify the following code in this schema:

define("UsrDocumentSearchRowSchema", [], function() {
	return {
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"parentName": "DataContainer",
				"propertyName": "items",
				"name": "State",
				"values": {
					"layout": {
						"column": 4,
						"row": 0,
						"colSpan": 12
					}
				}
			}
		]/**SCHEMA_DIFF*/
	};
});

and save the schema.

3) Find the SysModuleEdit record related to the Documents section (for example using the query below):

SELECT
	*
FROM
	SysModuleEdit
WHERE 
	ActionKindName = 'Document'

and then update the value for the "SearchRowSchemaUId" column in this record:

UPDATE 
	SysModuleEdit
SET 
	SearchRowSchemaUId = '63388eba-74f2-4bc4-85f2-e6c326adb3e5'
WHERE
	Id
IN
	(
		SELECT 
			Id
		FROM 
			SysModuleEdit
		WHERE
			ActionKindName = 'Document'
	)

4) Refresh the page and check the result. The "Status" column should appear in the SearchRowSchema for documents:

Same operation can be performed to any section needed.

Best regards,

Oscar

Oscar Dylan,

This is informative and thanks for sharing the steps!



I have an issue,



By default, the card search is working for the BankCard object in the customer journey bundle but one of the values shows as (not filled in)



a) Bound values not shown



b) When clicked on (not filled in) it opens the record and the top left label is filled in as depicted below,

I have ran the re-indexation, but still the value is not shown in UI.



Any help would be higly appreciated!







Best Regards,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Please send a complete code of the SearchRowSchema of the BankCard schema.

Best regards,

Oscar

Oscar Dylan,

Thanks for the quick response!



Unfortunately, there is no SearchRowSchema of the BankCard schema.

I have enabled the indexed in BankCard section and the result appears but there is no trace for "SearchRowSchema".

Also, I ran the query to track the schema of Global search below is the result

Attaching the "BaseSearchRowSchema" of Customer journey bundle,

define("BaseSearchRowSchema", ["NetworkUtilities", "ConfigurationEnums", "EmailHelper", "GlobalSearchViewGenerator",
	"MiniPageUtilities"], function(NetworkUtilities, ConfigurationEnums, EmailHelper) {
	return {
		hideEmptyModelItems: true,
		attributes: {
			/**
			 * Schema view config.
			 */
			"ViewConfig": {
				dataValueType: Terrasoft.DataValueType.CUSTOM_OBJECT
			},
			/**
			 * Array of found column names.
			 */
			"FoundColumnsCollection": {
				dataValueType: this.Terrasoft.DataValueType.COLLECTION
			},
			/**
			 * Entity schema caption.
			 */
			"EntitySchemaCaption": {
				"dataValueType": Terrasoft.DataValueType.TEXT,
				"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN
			},
			/**
			 * Primary column url value.
			 */
			"PrimaryColumnURL": {
				"dataValueType": Terrasoft.DataValueType.TEXT
			}
		},
		mixins: {
			MiniPageUtilities: "Terrasoft.MiniPageUtilities"
		},
		methods: {
 
			/**
			 * Returns state object module id for edit page.
			 * @private
			 */
			_getStateObjModuleId: function() {
				return Ext.String.format("{0}_{1}_{2}", this.sandbox.id,
					this.entitySchemaName, this.get(this.primaryColumnName));
			},
 
			/**
			 * @private
			 */
			_initTypedColumnValue: function (callback, scope) {
				const typeColumnName = this.get("TypeColumnName");
				if (typeColumnName && !this.get(typeColumnName)) {
					NetworkUtilities.getAttributeValueByRecordId({
						entitySchemaName: this.entitySchemaName,
						entityId: this.get(this.primaryColumnName),
						attribute: typeColumnName
					}, function(typedValue) {
						this.set(typeColumnName, { value: typedValue });
						Ext.callback(callback, scope);
					}, this);
				} else {
					Ext.callback(callback, scope);
				}
			},
 
			/**
			 * @inheritdoc Terrasoft.BaseSchemaViewModel#init
			 * @overridden
			 */
			init: function(callback, scope) {
				const parentMethod = this.getParentMethod();
				Terrasoft.chain(
					function(next) {
						parentMethod.call(this, next, this);
					},
					this._initTypedColumnValue,
					function() {
						this.initEditPages();
						this.initMultiLookup();
						this.initAttributeValues();
						Ext.callback(callback, scope);
					}, this
				);
			},
 
			/**
			 * Fills lookup field.
			 * @param {String} name Entity schema name
			 * @param {String} value Entity value.
			 * @param {Function} callback Callback-function.
			 * @param {Object} scope Execution context.
			 */
			loadLookupDisplayValue: Terrasoft.emptyFn,
 
			/**
			 * @inheritdoc Terrasoft.BaseSchemaViewModel#sendGoogleTagManagerData
			 * @overridden
			 */
			sendGoogleTagManagerData: Terrasoft.emptyFn,
 
			/**
			 * Initializes viewmodel attributes.
			 * @protected
			 */
			initAttributeValues: function() {
				this.initSchemaCaption();
				this.set("PrimaryColumnURL", this.getPrimaryColumnURL());
			},
 
			/**
			 * Initializes entity schema caption.
			 */
			initSchemaCaption: function() {
				this.set("EntitySchemaCaption", this.entitySchema && this.entitySchema.caption || "");
			},
 
			/**
			 * Returns eintity image url or section logo url or default image url.
			 * @protected
			 * @return {String} Image url.
			 */
			getImage: function() {
				var primaryImageColumnValue = this.get(this.primaryImageColumnName);
				if (primaryImageColumnValue && primaryImageColumnValue.value) {
					return this.getSchemaImageUrl(primaryImageColumnValue);
				}
				var moduleStructure = this.getModuleStructure(this.entitySchemaName);
				if (moduleStructure && moduleStructure.logoId) {
					return this.Terrasoft.ImageUrlBuilder.getUrl({
						source: Terrasoft.ImageSources.SYS_IMAGE,
						params: {
							primaryColumnValue: moduleStructure.logoId
						}
					});
				}
				return this.getDefaultImage();
			},
 
			/**
			 * Returns default image url.
			 * @protected
			 * @return {String} Default image url.
			 */
			getDefaultImage: function() {
				return this.Terrasoft.ImageUrlBuilder.getUrl(this.get("Resources.Images.DefaultSearchImage"));
			},
 
			/**
			 * Returns primary display column value.
			 * @protected
			 * @returns {String} Primary display column value.
			 */
			getPrimaryDisplayColumnValue: function() {
				var notFilledValue = this.get("Resources.Strings.NotFilled");
				if (this.primaryDisplayColumnName) {
					return this.get(this.primaryDisplayColumnName) || notFilledValue;
				}
				return notFilledValue;
			},
 
			/**
			 * Returns primary display column caption.
			 * @protected
			 * @returns {String} Primary display column caption.
			 */
			getPrimaryDisplayColumnCaption: function() {
				if (this.primaryDisplayColumnName) {
					var primaryColumn =  this.columns[this.primaryDisplayColumnName];
					return primaryColumn.caption;
				}
				return "";
			},
 
			/**
			 * Returns found column items view config.
			 * @private
			 * @return {Array} Found column items view config.
			 */
			getFoundColumnItemsConfig: function() {
				var columnNames = this.getAdditionalColumnNames();
				var items = [];
				Terrasoft.each(columnNames, function(columnName) {
					var columnContainer = {
						"id": columnName + "Container",
						"className": "Terrasoft.Container",
						"items": []
					};
					var column = this.getColumnByName(columnName) || this.get(columnName);
					var caption = column && column.caption || columnName;
					var value = this.get(columnName);
					if (this.isNotEmpty(value)) {
						columnContainer.items.push({
							"className": "Terrasoft.Label",
							"classes": {"labelClass": ["found-column-caption"]},
							"caption": caption
						});
						columnContainer.items.push({
							"className": "Terrasoft.Label",
							"classes": {"labelClass": ["found-column-value"]},
							"caption": value.displayValue || value,
							"highlightText": this.getHighlightText(columnName)
						});
						items.push(columnContainer);
					}
				}, this);
				return items;
			},
 
			/**
			 * Returns found columns.
			 * @private
			 * @return {Object} Found columns array.
			 */
			getFoundColumns: function() {
				var foundColumnsCollection = this.get("FoundColumnsCollection");
				return foundColumnsCollection.getByIndex(0).get("FoundColumns");
			},
 
			/**
			 * Returns additional column names for view searcg result.
			 * Gets not showed found column names.
			 * @private
			 * @return {String[]} Not showed found column names.
			 */
			getAdditionalColumnNames: function() {
				var bindMap = this.getBindMap();
				var bindMapKeys = bindMap ? bindMap.getKeys() : [];
				var foundColumns = this.getFoundColumns();
				var additionalColumnNames = [];
				Terrasoft.each(foundColumns, function(item, columnName) {
					if(!(Ext.Array.contains(bindMapKeys, columnName)
							|| this.primaryDisplayColumnName === columnName)) {
						additionalColumnNames.push(columnName);
					}
				}, this);
				return additionalColumnNames;
			},
 
			/**
			 * Generates configuration of the element view.
			 * @protected
			 * @param {Object} itemConfig Link to the configuration element of ContainerList.
			 */
			onGetItemConfig: function(itemConfig) {
				var viewConfig = {
					"id": "foundColumns",
					"className": "Terrasoft.Container",
					"classes": {"wrapClassName": ["found-columns-list"]},
					"items": []
				};
				viewConfig.items = this.getFoundColumnItemsConfig();
				itemConfig.config = viewConfig;
			},
 
			/**
			 * Returns not showed columns container visibility.
			 * @protected
			 * @return {Boolean} Not showed columns container visibility.
			 */
			isFoundColumnsVisible: function() {
				var notShowedFoundColumns = this.getAdditionalColumnNames();
				return notShowedFoundColumns.length > 0;
			},
 
			/**
			 * Returns primary column link url.
			 * @protected
			 * @return {String} Primary column link url.
			 */
			getPrimaryColumnURL: function() {
				return Ext.String.format("ViewModule.aspx#{0}", NetworkUtilities.getEntityUrl(this.entitySchemaName,
						this.get(this.primaryColumnName), this.getTypeColumnValue(this)));
			},
 
			/**
			 * Handler on primary column link mouse over.
			 * @protected
			 */
			onPrimaryColumnMouseOver: function(options) {
				this.openMiniPage({
					targetId: options.targetId,
					entitySchemaName: this.entitySchemaName,
					recordId: this.get(this.primaryColumnName)
				});
			},
 
			/**
			 * Handler on primary column link click.
			 * @protected
			 * @return {Boolean} False.
			 */
			onPrimaryColumnLinkClick: function() {
				var typedColumnValue = this.getTypeColumnValue(this);
				NetworkUtilities.openEntityPage({
					entityId: this.get(this.primaryColumnName),
					entitySchemaName: this.entitySchemaName,
					typeId: typedColumnValue,
					sandbox: this.sandbox,
					stateObj: {
						moduleId: this._getStateObjModuleId()
					}
				});
				return false;
			},
 
			/**
			 * @overridden
			 * @inheritdoc Terrasoft.BaseSchemaViewModel#onLinkClick
			 */
			onLinkClick: function(url, columnName) {
				this.updateColumnReferenceSchemaByMultiLookupValue(columnName);
				var column = this.getColumnByName(columnName);
				var columnValue = this.get(columnName);
				var entityId = columnValue && columnValue.value;
				if (!column || !entityId) {
					return true;
				}
				NetworkUtilities.openEntityPage({
					entityId: entityId,
					entitySchemaName: column.referenceSchemaName,
					sandbox: this.sandbox,
					stateObj: {
						moduleId: this._getStateObjModuleId()
					}
				});
				return false;
			},
 
			/**
			 * Returns found column text for highlight.
			 * @private
			 * @param {String} columnName Column name.
			 * @return {String[]} Found column text array.
			 */
			getHighlightText: function(columnName) {
				var highlightTextArray = [];
				var foundColumns = this.getFoundColumns();
				if (columnName === "PrimaryColumn") {
					columnName = this.primaryDisplayColumnName;
				}
				Terrasoft.each(foundColumns, function(item, foundColumnName) {
					if (foundColumnName === columnName) {
						highlightTextArray = item;
					}
				}, this);
				return highlightTextArray;
			},
 
			/**
			 * Returns email url.
			 * @protected
			 * @param {String} columnName Column name.
			 * @return {String} Email url.
			 */
			getEmailUrl: function(columnName) {
				return EmailHelper.getEmailUrl(this.get(columnName));
			},
 
			/**
			 * Open browser mailto.
			 * @param {HTMLElement} target Target element.
			 * @param {String} columnName Email column name.
			 */
			onEmailUrlClick: function(target, columnName) {
				location.href = EmailHelper.getEmailUrl(this.get(columnName));
			},
 
			/**
			 * @overridden
			 * @inheritdoc Terrasoft.BaseSchemaViewModel#getLinkConfig
			 */
			getLinkConfig: function(columnName) {
				var config = this.callParent(arguments);
				var lookupLinkConfig = this.getLookupLinkConfig(columnName);
				this.Ext.apply(config, lookupLinkConfig);
				return config;
			},
 
			/**
			 * Gets lookup link config for open card.
			 * @private
			 * @param {String} columnName Column name.
			 * @return {Object} {schemaName: String} lookup link config for open card.
			 */
			getLookupLinkConfig: function(columnName) {
				var column = this.getColumnByName(columnName);
				var columnValue = this.get(columnName);
				if (column && this.isNotEmpty(column.multiLookupColumns)) {
					var multiLookupColumn = this.getColumnByName(columnValue.column);
					var referenceSchemaName = multiLookupColumn.referenceSchemaName;
					var schemaName = this.getCardSchemaName(referenceSchemaName, multiLookupColumn.name);
					return {schemaName: schemaName};
				}
				return {};
			}
		},
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"name": "PrimaryImage",
				"propertyName": "items",
				"values": {
					"getSrcMethod": "getImage",
					"readonly": true,
					"onImageClick": {bindTo: "onPrimaryColumnLinkClick"},
					"generator": "ImageCustomGeneratorV2.generateSimpleCustomImage"
				}
			},
			{
				"operation": "insert",
				"name": "DataContainer",
				"propertyName": "items",
				"values": {
					"isViewMode": true,
					"itemType": Terrasoft.ViewItemType.GRID_LAYOUT,
					"items": [],
					"collapseEmptyRow": true
				}
			},
			{
				"operation": "insert",
				"name": "PrimaryColumnContainer",
				"parentName": "DataContainer",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					"classes": {
						"wrapClassName": ["primary-column-container", "control-width-15"]
					},
					"items": [],
					"layout": {
						"column": 0,
						"row": 0,
						"colSpan": 12
					}
				}
			},
			{
				"operation": "insert",
				"name": "PrimaryColumnCaption",
				"parentName": "PrimaryColumnContainer",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.LABEL,
					"caption": {"bindTo": "getPrimaryDisplayColumnCaption"},
					"classes": {
						"labelClass": ["primary-column-caption"]
					}
				}
			},
			{
				"operation": "insert",
				"name": "PrimaryColumnValue",
				"parentName": "PrimaryColumnContainer",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.HYPERLINK,
					"classes": {"hyperlinkClass": ["primary-column-link"]},
					"caption": {"bindTo": "getPrimaryDisplayColumnValue"},
					"click": {"bindTo": "onPrimaryColumnLinkClick"},
					"linkMouseOver": {"bindTo": "onPrimaryColumnMouseOver"},
					"href": {"bindTo": "PrimaryColumnURL"},
					"tag": "PrimaryColumn",
					"highlightText": { bindTo: "getHighlightText" }
				}
			},
			{
				"operation": "insert",
				"name": "EntitySchemaCaption",
				"parentName": "DataContainer",
				"propertyName": "items",
				"values": {
					"caption": {"bindTo": "Resources.Strings.EntitySchemaLabelCaption"},
					"layout": {
						"column": 12,
						"row": 0,
						"colSpan": 6
					}
				}
			},
			{
				"operation": "insert",
				"name": "FoundColumnsContainerList",
				"propertyName": "items",
				"parentName": "DataContainer",
				"values": {
					"layout": {
						"column": 0,
						"row": 1,
						"colSpan": 12
					},
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					"generator": "ContainerListGenerator.generateGrid",
					"collection": {"bindTo": "FoundColumnsCollection"},
					"onGetItemConfig": {"bindTo": "onGetItemConfig"},
					"visible": {"bindTo": "isFoundColumnsVisible"},
					"selectableRowCss": "",
					"items": []
				}
			}
		]/**SCHEMA_DIFF*/
	};
});

Any insight or help is highly appreciated!





Best Regards,

Bhoobalan Planivelu.

Bhoobalan Palanivelu,

Thank you!

I understood that you've created the SearchRowSchema for the BankCard and asked to share its code.

I will try to implement the same on my side and see what happens.

Best regards,

Oscar

Oscar Dylan,

Thanks, please let me know the results once you have a successful implementation.



I enabled the index in the section page of BankCard but no SearchRowSchema is found for it.

 

Oscar Dylan,

Any update on this part, please?



Best regards,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Hi,

I am sorry, but I don't need the BaseSearchRowSchema from your app (I do also have access to the BaseSearchRowSchema module from the bank bundle app), I need your custom SearchRowSchema code for the BankCard schema.

Best regards,

Oscar

Oscar Dylan,

That is the catch here, I couldn't find any SearchRowSchema for BankCardSchema. That is what I have shared in previous comments.



1. The SQL query doesn't return the BankCardSchema

2. There is no SearchRowSchema for BankCard.

3. All I did is open the Bank Card section and enable the Indexing by clicking the check box Indexing for full-text search.



The results appear and it doesn't have any X-SearchRowSchema and at the same time it shows (not filled in).



Best Regards,

Bhoobalan Palanivelu.

Oscar Dylan,

Any help/update on this?



Best regards,

Bhoobalan PAlanivelu

Bhoobalan Palanivelu,

Please read my post with the instruction carefully. I've asked to create a replacing view module using the BaseSearchRowSchema as a parent and then connect it to the SysModuleEdit record of your section using the SearchRowSchemaUId column (and provided an example with the Documents section that also don't have its own SearchRowSchema).

Oscar Dylan,

I have followed the same steps as suggested and there needs a little update.



Step 1: Find the target object for GS result update (Here, it is BankCard)

Step 2: Create the "Page view model" in configurations with "CTZBanCardSearchRowSchema" code, "BankCard search row" name and select BaseSearchRowSchema as a parent

Step 3: Update the design of the schema and save.

Step 4: Find the SysModuleEdit record related to the BankCard section (for example using the query below):

SELECT
	*
FROM
	SysModuleEdit
WHERE 
	ActionKindName = 'BankCard'

Step 5: update the value for the "SearchRowSchemaUId" column in the target objects record.

UPDATE 
	SysModuleEdit
SET 
	SearchRowSchemaUId = 'XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX'
WHERE
	Id
IN
	(
		SELECT 
			Id
		FROM 
			SysModuleEdit
		WHERE
			ActionKindName = 'BankCard'
	)

**Note: This Column's "SearchRowSchemaUId" value should be the UID of the newly created Page view model performed in Step 2.



UID can be obtained by using the below query,

select Id, UId, Name from SysSchema 
where 
Name like ('%CTZBanCardSearchRowSchema%')

Thanks for the guide!





Best regards,

Bhoobalan Palanivelu

 

Interesting.

Will this work for Details as well, if we make a SearchRowSchema? 

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.

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?

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

Hello,

same questions:

1. Custom section is set up as indexing for full-text search but I dont see in a result window.

2. Enabling section for fulltext search: would it find the details records aswell. For example if I search for product name, it find me all orders where that product in placed. Will it work for custom section as well with products detail?

Dmytro Oliinyk,

Did you manage to make it work? I'm curious about this too.

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