Define contextual search for record producer

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Define a record producer to trigger a search based on the text that you enter in a variable field. Search results appear at the bottom of the record producer form.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    The base system Create New Incident record producer is configured to use contextual search. If you have customized this record producer, you can configure contextual search to link to a specific field on your record producer.
    Hinweis:
    Only one variable within a record producer can use contextual search.

    Prozedur

    1. Navigate to All > Contextual Search > Record Producer Configuration.
    2. Select New.
    3. On the form, fill in the fields.
      Abbildung : 1. Record producer configuration form
      Record producer configuration form
      Tabelle : 1. Record producer configuration form
      Field Description
      Record producer Unique name of the record producer where you want to add the contextual search.
      Search context Name of the search context to use.
      Search variable Variable within the selected record producer that uses the contextual search.
      Title Title for the search results area that appears in the form.
      Active Option to activate the record producer configuration.
      Limit Maximum number of search results returned.
      Results per page Number of search results to display per page.
      Allow expand/collapse Option to allow expanding or collapsing the search results in the form.
    4. Select Submit.