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

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 

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!

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!!

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

Dear Stephane,

As for now, there is no such functionality in the system. As a workaround, you can create a text field at the page and configure the business process that will automatically add the text value from the tag to this field. After that, you will be able to search tags using Global search.

Also, we have informed our R&D team regarding your request so they consider enhancing this functionality in upcoming releases. Thank you for helping us to make our application better!

Best regards,

Anastasia

Thank you Ana for this good workaround

Hi!

Please see all answers below: 

1) Those components are optional and required only if you want to use services like Global Search

2) Bulk emails cannot be deployed locally client can only connect to our services, data enrichment- can be deployed or system can be connected to our services. There are several options, so if you need more details I recommend you to contact support team directly.

3) They need to be set up on premise. There is an option to connect to cloud services, but it is not available for global search. Parameters are cost+secure policies since on-premise instance must be opened for our services.

4) Those are requirements needed for all services mentioned in the article if you decide to host them on your services. Bulk emails cannot be deployed locally thought.

5) It is up to the system administrator - we do not have recommendations for deployment as it fully depends on customer.

6) Indeed it is

7) It is also up to the client since both deployment methods have their pros and cons and it is up to  the client what is more important for him. As for the docker and Kubernetes - since it is not bpm'online product we do not have any recommendations for it.

Best regards,

Angela

Hello! To include section checking "Include in search" will be enough. No other actions needed. 

Best regards,

Angela

Dear Riddhi Jadeja,

There are no basic tools to modify the global search results in the application. However, you can edit a schema that is responsible for the 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,

Dean

Dean Parrett,

Thanks a lot Dean. I will try that.

I stumbled across this post because I also want to modify my search results.

How exactly do I do this?

I found the "AccountSearchRowSchema" in my "all packages" list and can display its contents. Modification is impossible.

Clicking to the "Custom" section and adding a module gives me a selection of a lot of possibilities .... which one do i have to select? And why? The explanation in the manual is not very helpful for me.

Thanks for your help.

Hello!

You should use "Replacing view model". 

Let me provide you with an example based on the Account section. 

 

Here is a screenshot of the base result that the Global Search returns when searching for an account: 

Let's say we want to add the "Also known as" column to the search result (the one from the screenshot below) and remove the "City" column: 

 

To achieve this: 

 

1) Create the "Replacing view model" in configurations with "AccountSearchRowSchema" code, "AccountSearchRowSchema" name and select "AccountSearchRowSchema (AccountSearchRowSchema)" as a parent: 

 

2) Specify the following code in this schema: 

 

 define("AccountSearchRowSchema", [], function() {
	return {
		diff: /**SCHEMA_DIFF*/[{
				"operation": "remove",
				"name": "City"
			},
			{
				"operation": "insert",
				"parentName": "DataContainer",
				"propertyName": "items",
				"name": "AlternativeName",
				"values": {
					"layout": {
						"column": 18,
						"row": 1,
						"colSpan": 6
					}
				}
			}
		]/**SCHEMA_DIFF*/
	};
});

and save the schema. 

 

4) Refresh the page and check the result. The "Also known as" column should appear and the "City" column disappear in the Global Search returns when searching an account: 



You can learn about replacing view model schema in this article on the Creatio Academy. 

Also, maybe this post can be useful for you:

https://community.creatio.com/questions/how-update-global-search-result…

Best regards,

Kate

Thank you very much for the detailed explanation. It's working!

Kate Karpik,

Thank you for this information. Unfortunately, it is not working for me. I am trying to add the BirthDate field from Contacts.



I created a replacing view model and set 'ContactSearchRowSchema' as the parent object.

Job is removed, but BirthDate is not displaying. Any ideas why this is not working?



Thank you.

Dear Arie Knoester,

It is absolutely expected behavior for the "GlobalSearchResult" page.

By default, ElasticSearch (the Global Search Service integrates ElasticSearch with Creatio) will index only sections regardless of their author, as well as string and lookup columns.

More information here:

https://academy.creatio.com/docs/user/on_site_deployment/containerized_…

The "BirthDate" column is a date type, so you don't see this column on the "GlobalSearchResult" page.

Best regards,

Kate

Kate Karpik,

Thank you very much for the information! I think we will work around this by using a custom text field for Contact birth dates.