Search Sources in Service Portal
Search Sources (Service Portal): Search Sources define where the Service Portal looks for data during a search. They help fetch relevant records, knowledge articles, and catalog items. By configuring search sources, users get faster and more accurate search results.
- From an end-user perspective, whenever someone needs information, the first instinct is to use the search box and type a keyword, expecting accurate and matching results.
- The Service Portal Search Sources provide this exact functionality. They allow us to define where the data should come from (tables), apply conditions if needed, and control which fields are displayed in the search results, ensuring a smooth and relevant search experience.
- Create a new Service Portal Search Source, provide the required details, and save the record. After saving, the Source section will appear below the form, where you can configure tables, conditions, and fields for search results.
- Click New and add the required configuration such as Name, ID, and other necessary details, then save the record.
- Scroll down to the Data Source section and add the table Incident, then configure Short Description as shown in the snapshot below.
- To check the result, create a new page with one container and add an Instance of type Homepage Search.
- The results will appear as shown below.
