Create an indexed source

  • Release version: Washingtondc
  • Updated February 4, 2025
  • 1 minute to read

    • Define an indexed source to make content and metadata from ServiceNow AI Platform® table records searchable using AI Search.

    Before you begin

    Role required: ais_admin

    About this task

    When you create an indexed source, you specify a ServiceNow AI Platform table. AI Search indexes content and metadata from the specified source, making it available for inclusion in search sources.

    By default, AI Search indexes all records from the specified source table. You can limit which records are indexed by configuring a retention policy and filter conditions for the indexed source. For more information about retention policies and filter conditions, see Indexed source retention policies and filter conditions.
    Note:
    Retention policies are required for indexed sources that index records from the Task [task] table or tables that extend it. They are optional for other indexed sources.

    Procedure

    1. Navigate to All > AI Search > AI Search Index > Indexed Sources.
    2. Select New.
    3. On the Indexed Source form, fill in the fields.

      For a description of the field values, see Indexed Source form.

      Note:
      You can't create more than one indexed source for a single ServiceNow AI Platform table.
    4. Select Submit.
      The new indexed source appears in the AI Search Indexed Sources list with the State set to New. If the new indexed source requires manual indexing, an informational message and an alert triangle icon (Alert triangle icon.) appear.
    5. Optional: To configure indexing for child tables of the selected source table, open the new indexed source and create a related list record for each child table:
      1. In the Child Tables related list, select New.
      2. On the Child Table form, fill in the fields.
        For a description of the field values, see Child Table form.
      3. Select Submit.
        The new child table appears in the Child Tables related list.

    What to do next

    To control how your new indexed source processes source records and fields during indexing, configure its indexed source attributes and field settings. For more information, see Indexed source attributes for AI Search and Field settings for AI Search.

    To make content from source records searchable, perform a full table index for your new indexed source. For details on this procedure, see Perform a full table index or reindex for a single AI Search indexed source.