Configure search

Australia Public Sector

Release
australia
ft:locale
en-US
ft:publication_title
Australia Public Sector
ft:clusterId
gvin
bundleId
gvin
workflow
Customer and Industry
  • Public Sector Digital Services (PSDS)
  • Explore
  • Data management
  • Playbooks and Solutions
  • Investigative Case Management
  • Grants Management
  • Rolling grant approvals
  • Playbooks
  • Social Benefits Playbook
  • License and Permit Playbook
  • Information Request Playbook
  • Service Request Playbook
  • Portals
  • Government Service Portal
  • Reviewer Service Portal
  • Grants Management Portal
  • Case management
  • Service Bridge
  • Policy as Code Engine (PaCE)
  • Analytics and insights
  • Configure
  • Set up your environment
  • Getting Started with Public Sector
  • Activate Public Sector Core
  • Install Public Sector Core
  • Plugins activated with Public Sector Core
  • Public Sector properties
  • Configure foundation data
  • Customer data
  • Configure households
  • Create or update a household
  • Add constituents to a household
  • Create a relationship between household members
  • Create and manage cases for a constituent or household
  • User management
  • Configure user roles and groups
  • Assign roles to Public Sector users
  • Configure related parties for Items Received
  • Product data
  • Optional configuration steps
  • Set a default view for Items Received
  • Configure agent workspaces
  • Case Management
  • Public Sector case types
  • Service Exchange
  • Install Service Exchange
  • Configure Service Exchange
  • Configuring Service Exchange for Providers
  • Create remote service catalog items
  • Create remote task definitions
  • Configure Service Exchange for Consumers
  • Activate remote catalog item entitlements
  • Set up a Service Exchange connection
  • Service definitions
  • Associate an agency location to a Public Service definition
  • CSM Configurable Workspace
  • Configure the List Menu
  • Configure the landing page
  • Activate Customer Central
  • Relabel CSM Workspace items after upgrade
  • Relabel BLSP items
  • Case Routing and Assignment
  • Configure Advanced Work Assignment (AWA)
  • Playbooks and Solutions
  • Grants Management
  • Install Grants Management
  • Foundation
  • Configure Restricted Caller Access (RCA) for Document Templates
  • Assign personas, roles, responsibilities, and groups
  • Personas
  • Configure read/write access roles
  • Toggle character count display for form fields
  • Configure a retention policy
  • Configure single-currency mode
  • Configure export application functionality
  • Configure PaCE Eligibility Framework Engine
  • Define eligibility pre-screener questions
  • Configure Eligibility Rules Engine Policies
  • Create a case API Variable
  • Create a case data collector
  • Create an eligibility policy
  • Map an eligibility policy to a grant model
  • Configure PaCE RCA Privileges
  • Configure Smart Assessment templates
  • Configure the Reviewer Service Portal
  • Configure a custom program record header
  • Set up a grant program
  • Create a results letter template
  • Configure RCA Access for results letter
  • Configure the Merit Review Scoring Framework and Rubric
  • Create custom merit scoring framework
  • Configure a scoring rubric
  • Configure the Spending Overview widget
  • Investigative Case Management
  • Install
  • Foundation
  • Assign personas, roles, responsibilities, and groups
  • Personas
  • Configure responsibility definitions
  • Case Workspace
  • Create a case team
  • Email notifications
  • Entity Management
  • Configure entity types
  • Configure information completeness rules for entity types in Investigative Case Management
  • Configure relationship types for an entity record
  • Evidence Management
  • Modify case classification codes
  • Configure relationship types for an evidence record
  • Configure terms and conditions for sign and submit in Investigative Case Management
  • Social Benefits Playbook
  • Install Social Benefits Playbook
  • Configure Eligibility Rules Engine
  • Configure Preliminary Verification Checklist UI
  • Define Eligibility Questions
  • Configure Eligibility Rules Engine Policies
  • Configure auto-cancellation for draft cases
  • License and Permit Playbook
  • Install License and Permit Playbook
  • Configure Virtual Agent
  • Extend the License and Permit Base Case
  • Configure service definition catalog items
  • Configure eligibility framework
  • Configure decision tables
  • Create a pre-eligibility decision table
  • Create a pricing configuration decision table
  • Add pricing endorsements to the decision table
  • Add a price adjustment
  • Associate a decision table with a License & Permit case type
  • Create Document Templates
  • Define a Product Model
  • Configuring playbooks-on-portal for a custom case type
  • Information Request Playbook
  • Install Information Request Playbook
  • Configure RCA privilege settings
  • Configure Manage documents activity UI
  • Configure Similar Request Documents UI
  • Service Request Playbook
  • Install Service Request Playbook
  • Configure a playbook service definition
  • Configure a custom playbook
  • Configure the Similar Records Activity UI
  • Agent tools
  • Mobile Agent
  • Enable communication channels
  • Virtual Agent
  • Engagement Messenger
  • Implement intelligence
  • Configure AI Agents
  • Set up self-service
  • Government Service Portal
  • Portal Service Catalog
  • GOV.UK Developer Toolkit
  • Install GOV.UK Developer Toolkit
  • Configure UK GDS Service Portal
  • Configure theme
  • Configure portal record
  • Configure pages
  • Add a page to the GOV.UK Design System Service Portal
  • Registration and Log-in Pages
  • Homepage
  • User Profile page
  • Services page
  • Case List page
  • Case details (standard ticket) page
  • Configure the GOV.UK Design System Service Portal Knowledge Pages
  • FAQ page
  • Error pages
  • Configure widgets
  • Configure Portal Widgets
  • Add widgets to portal pages
  • Configure Widget Instances
  • Configure catalog items
  • Configure knowledge base
  • Configure search
  • Configure the Grants Management Portal
  • Approve contact registration
  • Extend capabilities
  • Performance Analytics and Reporting
  • Domain Separation
  • Integrate
  • Field Service Management
  • Use
  • Playbooks
  • Using Social Benefits Playbook
  • Using the Eligibility Rules Engine
  • Understanding PaCE
  • Resolving a social benefits case
  • Add a beneficiary
  • Using License and Permit Playbook
  • Resolving a license and permit case
  • Track license and permit requests
  • Create a request
  • Using the contextual side panel
  • Use response templates
  • Using the activity stream
  • Viewing the dynamic related records
  • Viewing the ribbon information
  • Add Multiple Parties to a record
  • Create a business contact account
  • Manage contacts or related parties
  • Using Information Request Playbook
  • Create an information request record
  • Using the contextual side panel
  • Use response templates
  • Using the activity stream
  • Viewing the dynamic related records
  • Viewing the ribbon information
  • Track information requests
  • Resolving an information request case
  • Redact sensitive data from documents
  • Add Multiple Parties to a record
  • Using Service Request Playbooks
  • Create a service request record
  • Resolving a service request case
  • Using the contextual side panel
  • Use response templates
  • Using the activity stream
  • Viewing the dynamic related records
  • View the ribbon information
  • Customize the related records view
  • Track government service requests
  • Solutions
  • Investigative Case Management
  • Create a case
  • Create a case narrative
  • Using Entity Management
  • Add associated entities
  • Associate and link multiple entities
  • Using Evidence Management
  • Add related evidence to case
  • Create a chain of custody log
  • Associate and link evidence to entities
  • Assign security classifications to evidence
  • Grants Management
  • Grants Management Program Setup
  • Set up a grant program
  • Create a grant program
  • Create internal program team
  • Configure custom internal program team roles
  • Set up the Merit Review
  • Add external reviewer groups
  • Set up a results letter
  • Set up the grants program announcement details
  • Publish a grant program
  • Approve program listing
  • Grants Management Proposal Playbook
  • Screen a grant application
  • Check eligibility of an applicant
  • Verify documents uploaded to a grant application
  • Propose a decision on a grant application
  • Portals
  • Government Service Portal
  • Register
  • Self-register a business account
  • Update a constituent profile
  • Track cases
  • Submit a social benefits application
  • Create a service request
  • Create an information request
  • Create a license or permit request
  • Track the status of a request
  • Manage your public service cases
  • Email notifications
  • Service level agreements
  • Virtual agent assistance
  • Grants Management Portal
  • Apply for a grant
  • View the results of a grant application
  • Accept or decline a grant award
  • Reviewer Service Portal
  • Review and score a grant proposal
  • Business Location Service Portal
  • CSM Configurable Workspace
  • Creating and resolving case tasks
  • Create a business record
  • Virtual Agent
  • Mobile Agent
  • Perform agent tasks
  • Using the activity stream
  • Track government service requests
  • Track information requests
  • Service Exchange
  • Document Processor
  • Analytics and Reporting
  • Constituent Service dashboard
  • Performance Overview
  • Reference
  • Data Model
  • Core
  • Core Tables and Flows
  • Service Request
  • Service Request Tables
  • Information Request
  • Information Request Tables
  • License and Permit
  • License and Permit Tables
  • Social Benefits
  • Social Benefits Tables
  • Grants Management
  • Grants Management Tables
  • Investigative Case Management
  • Investigative Case Management Tables
  • Service Applicant
  • Service Applicant Information Tables
  • Service Applicant Program Management Tables
  • Core Role Relationships
  • Components and roles installed
  • Roles installed
  • Properties installed
  • Plugins installed
  • Service Catalog
  • Life cycle of a Public Service case
  • Forms
  • Public Service Case Forms
  • Government Service Case form
  • Service Request case form
  • Information Request case form
  • Public Service Profile Forms
  • Business Profile form
  • Agency Profile form
  • Constituent Profile form
  • Grants Management reference
  • Grant proposal funding statuses
  • App Dependencies
  • Budget categories in Grants Management
  • Investigative Case Management reference
  • Completeness rules by entity type
  • Investigative Case Management case forms
  • Case details form
  • Entity Management forms
  • Person form
  • Person status form
  • Location form
  • Location types form
  • Event form
  • Vehicle form
  • Property form
  • Organization form
  • Firearm form
  • Evidence Management forms
  • Evidence form fields
  • Evidence entity form
  • GOV.UK Developer Toolkit reference
  • Portal Widget Library
  • Now Assist for PSDS
  • Explore
  • Generative AI skills
  • Document screening
  • Chat Summarization
  • AI Search
  • Configure
  • Install
  • Activate Now Assist skills
  • Document screening
  • Investigative case summarization
  • Investigative case narrative refinement
  • Government case summarization
  • Chat summarization
  • AI search
  • Configure AI Search Profiles
  • Activate AI Agents
  • Skill inputs
  • Use generative AI skills
  • Screen an uploaded document type
  • Summarize a government case
  • Summarize an investigative case
  • Refine an investigative narrative
  • Summarize a chat interaction
  • Use AI Search
  • Use agentic AI
  • Use AI Agents in PSDS

Configure GDS Service Portal Search Widgets

  • Release version: Australia
  • Updated June 2, 2026
  • 7 minutes to read
  • Configure and use search widgets for GDS Service Portal so that portal users can take advantage of intelligent query features and find the answers they need.

    GDS Service Portal displays search results data within a widget on the search page. Search data displays within a widget on the search page.

    To make data searchable from the GDS Service Portal portal, create a search source that fetches that data from a single table within your instance, from multiple tables, or from an external site.

    You can also configure Typeahead search settings to allow search results to populate the search field based on user input.

    Enable AI Search to take advantage of intelligent query features and allow constituents to find the answers they need.

    Configure search sources in GDS Service Portal

    Configure the ServiceNow AI Search application for GDS Service Portal so that portal users can take advantage of intelligent query features and find the answers they need.

    Before you begin

    Role required: admin or sp_admin
    Note:
    Verify that the scope is set to GOV.UK Developer Toolkit.

    About this task

    A search source is a record that describes the behavior and source of searchable data. A search source defines:
    • Where to retrieve search data from.
    • Whether search suggestions can populate the search field based on user input.
    • How a search entry displays in the search result page.

    Search sources have basic and advanced configurations. A basic search source configuration allows you to define a table or other source (such as a knowledge base) within your instance as a source of searchable data for the search source to query and return results from. An advanced configuration uses a data fetch script that will fetch data from multiple tables or from any number of sources on the web, and return a data result array to the search widget. For information on how to configure an advanced search source that pulls data from external tables or sources, see Tutorial: set up an external knowledge base search source.

    By default, the GDS Service Portal has the following search sources configured. This means that when a constituent searches for something using the search widget on the portal, the widget will display results from these three sources, with an option to filter by source.
    • Knowledge Base [uk-gds-kb], for which the search results display a list of knowledge articles related to the search.
    • Services [uk-gds-service-catalog], for which the search results display a list of available services that match or partially match the search query
    • Government Cases [gds-cases], for which the search results display a list of cases related to the search query from the Government Service Case table [sn_gsm_government_service_case] that the user has access to.

    To configure a basic search source to query data from a source other than the default (another knowledge base, catalog, table, or other source that is already created within your instance), do the following.

    Procedure

    1. In the platform UI, navigate to Service Portal > Portals and select the portal you want to add search sources to.
    2. From the Search Sources related list, select New to add a search source.
    3. Define the fields on the Search Source form.
      Table 1. Search Source form
      Field Description
      Name The display value for the search category.
      ID The record ID. The value should be unique, and should not include any spaces or special characters.
      Application The scope of the search source. By default, this field will display GOV.UK Developer Toolkit and cannot be edited.
      Roles Define user roles to access this search source. Select the pencil icon () to configure user roles.
      Search page template

      The HTML template that displays the search results. If defining a basic search source, you don't need to change the default template. For an example of a modified template, see Tutorial: set up an external knowledge base search source.

    4. Complete the fields on the Data Source tab.
      Field Description
      Is scripted source Adds an advanced data fetch script. If configuring an instance table or knowledge base as the data source (basic configuration), do not select the checkbox for this option.
      Data fetch script

      Script defining the endpoint and API calls to fetch data. This field is only visible when Is scripted source is selected.

      For an example of a data fetch script, see Tutorial: set up an external knowledge base search source.

      Note:
      If defining a facet generation script, inject the facets object into the data fetch script and update the script to generate data for each facet item. For an example, see the Knowledge Base and Service Catalog search sources. Search facets may not behave as expected if integrated into an advanced search source that queries data from a non- ServiceNow site.
      Facet generation script

      Script defining search facets for a scripted search source. Enable your end users to filter search results for a more meaningful result set. This field is only visible when Is scripted source is selected.

      Note:
      If defining a facet generation script, inject the facets object into the data fetch script and update the script to generate data for each facet item. For an example, see the Knowledge Base and Service Catalog search sources. Search facets may not behave as expected if integrated into an advanced search source that queries data from a non- ServiceNow site.
      Table Select a table from the list that you want to draw your results from. You can select any table in the platform.
      Note:
      Only indexed tables return search results. Learn more: Configure a table for indexing and searching.
      Conditions Filters results based on defined conditions. For example, Active is True. This field is optional.
      Primary display field Select which field you want to display on the search results page. For example, Name.
      Display fields Select additional fields to display on the search results page. For example, User ID, Email, and City.
      Paginate results

      Paginates search results. True by default.

      If Is scripted source is selected, the value updates to false.

      Define the maximum number of results per query for the search source in the Search Page widget or Faceted Search widget instance options.

    5. Configure Typeahead settings to allow search results to populate the search field based on user input.
      Field Description
      Enable typeahead Allows typeahead functionality. If you don't want to integrate typeahead into your search source, unselect the check box.
      Advanced typeahead config Optionally add an advanced typeahead script to configure the way search results display. For more information, see Create an advanced typeahead template.
      Typeahead glyph Adds an icon beside each typeahead result.
      Page Defines the service portal page on which the selected results will be displayed. For example, if form is configured, a selected typeahead result opens in a form. If uk_gds_case_detailsis configured, a selected typeahead result opens on the case details page.

      Example Typeahead tab settings. Page field is set to form.

    6. Select Submit.

    Result

    Search capabilities are enabled throughout the portal, and constituents can use search to see results from various sections of the portal the next time they log in.

    Enable AI Search in GDS Service Portal

    Configure the ServiceNow AI Search application for GDS Service Portal so that portal users can take advantage of intelligent query features and find the answers they need.

    Before you begin

    Role required: admin or sp_admin
    Note:

    AI Search is enabled in Service Portal for all new and zBoot customers by default.

    If you're upgrading to Australia as an existing customer, AI Search is inactive in Service Portal by default. You can enable it by updating the portal record.

    If you leave AI Search inactive, the portal uses the legacy search experience.

    About this task

    Using AI Search, GDS Service Portal users can find answers with features like auto-complete search queries, natural language support, and typo handling.

    Procedure

    1. Navigate to Service Portal > Portals and open a portal record.
    2. On the form, select Enable AI Search.
    3. In the Search Application field, select the search application configuration to use for the portal.

      A search application configuration defines search experience settings, such as the search engine, search results limit, and suggestions limit. A search application configuration is selected by default, but you can select a different configuration if needed.

      For more information on defining a search application configuration, see Defining search application configurations.

    4. In the Search Results Configuration field, select the search results configuration to enable for the portal.

      A search results configuration defines how search results are displayed. A search results configuration is selected by default, but you can select a different configuration if needed.

      For more information on defining a search results configuration, see Create an EVAM definition.

    5. Select Update.

    Result

    AI Search is enabled throughout the portal, and constituents can use AI Search the next time they log in.

    The Search Sources related list is hidden from the portal record. You now define search sources in the AI Search application. For more information, see Defining search sources and Link a search source to a search profile.

    To use AI Search for knowledge articles, you can keep the default Knowledge Bases search source or select a custom one.

    What to do next

    Search widgets that you cloned or customized before a system upgrade may not be compatible with AI Search. You can resolve this issue by running a fix script that reclassifies search widget instances. For more information, see Reclassify cloned or customized search widgets.

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