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.

Hello,

Theoretically, this is possible through additional development. 

 

This modal window is a separate schema called "LookupPage". The logic that is responsible for searching is located in the "LookupPageViewModelGenerator" schema



Unfortunately, we don't have the ready example of such realisation.



Best regards,

Bogdan

Hello Julien,

I have implemented something like what you're referring to. I have a section where a client manages "areas" and zip codes are assigned to each area (in a detail in this section). This client didn't want to have to create a filter to locate the area for a zip each time they needed - they always locate an area by a zip code in the area. I implemented the ability to search for an area based on a zip code in the detail for the area. It turned out like this: 

Basically, I did the following in the section schema: 

1) Add a text attribute for the value being searched, you'll also want to add an onChange for the attribute so it triggers a change event method. Mine looks like this (note, all the updateSection function does is refresh the section - this is a function in the base section):

attributes: {
	"ZipSearchValue": {
		dataValueType: Terrasoft.DataValueType.TEXT,
		value: "",
		onChange: "updateSection"
	}
}

2) Add an element to the diff bound to the attribute in #1. You could add this with parentName "FiltersContainer" or "GridUtilsContainer", depending on where you want it, but you'll likely need to style it with some CSS to get it to look right. Mine looks like this: 

{
	"operation": "insert",
	"name": "ZipSearchText",
	"parentName": "FiltersContainer",
	"propertyName": "items",
	"index": 0,
	"values": {
		"layout": {
			"colSpan": 12,
			"rowSpan": 1,
			"column": 0,
			"row": 0,
			"layoutName": "FiltersContainer"
		},
		"hasClearIcon": true,
		"bindTo": "ZipSearchValue",
		"caption": "Find zip",
		"classes": {
			"wrapClassName": ["fx-zipsearch"]
		}
	}
}

3) When the user types in the textbox, it will trigger the onChange which just refreshes the section. When the section refreshes, it will call the getFilters method in the section code where you can append to the filters for the list. I have an article about that here: https://customerfx.com/article/programmatically-overriding-or-adding-fi… My filter method looks like this:

getFilters: function() {
	var filters = this.callParent(arguments);
 
	if (!Ext.isEmpty(this.get("ZipSearchValue"))) {
		var filter = Terrasoft.createFilterGroup(),
			subFilters = Terrasoft.createFilterGroup();
 
		subFilters.add("ZipValueFilter",
			Terrasoft.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "UsrZipCodeValue", this.get("ZipSearchValue").trim())
		);
 
		filter.addItem(Terrasoft.createExistsFilter("[UsrZipCode:UsrDistributorArea].Id", subFilters));
		filters.add("ZipSearchFilter", filter);
	}
 
	return filters;
}

Hope this helps get you started.

Ryan

Ryan Farley,

Thank you for your contribution. It will be very useful.

In the "OperatorCustomerEngagementCenter" package there is a client module named "SearchAccountAndContactPage.js". You can find a screenshot here: https://community.creatio.com/questions/adding-button-search-contacts-a…

I will try to load a custom view like this and use your answer to create filters. I'll post how I did it once done so other people can do it too.

Best regards,

Julien

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!