Configure AI Search contextual filter preprocessing for Recommended Actions

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • Configures AI Search to preprocess contextual inputs from Recommended Actions so search results are dynamically filtered and boosted based on the current record context.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    When recommendations are generated, Recommended Actions passes contextual information to AI Search using the Additional Context payload. After receiving this payload, AI Search performs preprocessing before executing the search. Preprocessing is an internal preparation step that ensures contextual inputs are interpreted in a structured form, made available to AI Search dynamic filtering logic, and evaluated against search results during execution.

    At this stage, AI Search does not return results. Instead, it prepares the contextual data so it can be applied consistently during filtering and ranking. Once preprocessing is complete, the prepared contextual data is used by AI Search dynamic filters. Preprocessing supports logic evaluated through the AisDynamicFilter extension point, including filter condition evaluation (preprocessing). This enables AI Search to determine whether a search result is relevant to the current context record.

    Preprocessing results in CI‑based filtering, meaning that search results that do not match the contextual configuration item (CI) information are filtered out, and only results relevant to the current record context are included. In addition to filtering, preprocessing enables CI‑based boosting, which prioritizes results that are more relevant to the current context and ranks contextually aligned results higher in the search output.

    Procedimento

    1. Enable dynamic filtering for a specific search source in a search Profile.
      1. Navigate to All > AI Search > Search Experience > Search profiles.
      2. Select a search source of your choice from the Search Sources related list.
    2. In the selected search source, select the Has Dynamic Filters check box and select Save.
      Nota:
      There may be multiple search profiles in your instance. Enable contextual filtering only for the search sources in a profile where you need this functionality. For more information on Search source form, see Search Source form.
    3. Create the AisDynamicFilter implementation for search sources.
      1. Navigate to All > System Extension Points > Scripted Extension Points.
      2. Open the AisDynamicFilter extension point.
      3. Create an implementation for search sources by selecting the Create Implementation link.

        Use the additionalContext stringified JSON with the following format in the implementation. It defines the contextual information passed to the AI Search API which is used in AI Search Dynamic filters to contextually filter out the search results.

        isApplicable: function(searchContextConfigId, profileId, tableName, additionalContext, preprocess) {
        if (additionalContext != null && JSON.parse(additionalContext).source == 'recommended-actions' && tableName == JSON.parse(additionalContext).contextRecordTable && preprocess) {
            return true;
        }
        return false;
    },
    getFilterCondition: function(searchContextConfigId, profileId, tableName, additionalContext) {
        if (additionalContext != null && JSON.parse(additionalContext).source == 'recommended-actions' && tableName == JSON.parse(additionalContext).contextRecordTable) {
            var pasedAdditionalContext = JSON.parse(additionalContext);
            var gr = new GlideRecord(tableName);
            gr.addEncodedQuery('sys_id!=' + pasedAdditionalContext.contextRecordId);
            gr.query();
            return gr;
        }

    },
    shouldRemoveDocument: function(searchContextConfigId, profileId, recordClass, sysId, additionalContext) {
       
    },
        The parameter in the preceding additionalContext are defined as:
        • contextRecordId: Sys ID of the current context record where recommendations are surfaced.
        • contextRecordTable: Table name of the current context record where recommendations are surfaced.
        • contextualInputs: Inputs to the context record.

    Resultado

    In the Search tab of the Recommended Actions context side panel, only the search results that match the exact context of the current record appear.