Indexed Source form

  • Release version: Washingtondc
  • Updated February 4, 2025
  • 2 minutes to read
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    Summary of Indexed Source form

    The Indexed Source form is essential for managing indexed sources within the ServiceNow AI Search functionality. It allows users to create or modify indexed sources that determine which data is indexed for search purposes. Understanding this form is crucial for optimizing search results and ensuring relevant data is accessible.

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    Key Features

    • Name: Assign a unique identifier for the indexed source.
    • Source: Specify the ServiceNow AI Platform table to be indexed. Note that some tables are excluded from indexing.
    • Active: Control the activation state of the indexed source. Only one indexed source can be active for a given table at any time.
    • Application: Automatically set application scope for the indexed source.
    • Retention Policy: Define a time limit for retaining indexed records, purging those that exceed the specified duration.
    • Force Late Binding: Enable late binding security for search results, requiring additional configuration to display this option.
    • Condition Filter: Apply optional filters to restrict the records indexed from the source table.

    Key Outcomes

    By effectively utilizing the Indexed Source form, ServiceNow customers can ensure that only relevant and timely data is indexed, enhancing the accuracy and efficiency of AI Search results. Proper configuration of indexed sources leads to improved content retrieval and better alignment with organizational data security policies.

    The Indexed Source form contains information about indexed sources defined for AI Search. Use this form when creating or modifying an indexed source.

    For details on creating or modifying an indexed source, see Create an indexed source.

    Table 1. Indexed Source form
    Title Description
    Name Unique name for the indexed source.
    Source

    The ServiceNow AI Platform® table to index.

    AI Search excludes some ServiceNow AI Platform tables from indexing. You can't define indexed sources for these excluded tables or their derived tables. For a list of excluded tables, see ServiceNow AI Platform tables excluded from AI Search indexing.

    To index content from a remote table, create an external indexed source. For more details on configuring indexed sources for external content, see Indexing and searching external content in AI Search.

    Plugins and applications can define multiple indexed sources for the same ServiceNow AI Platform table, but only one of them can be active at a time. For more details, see Active.
    Active
    Option to activate the indexed source. AI Search only indexes content and metadata from active indexed sources.
    Note:
    Only one indexed source can be active at a time for a given ServiceNow AI Platform table. The system makes duplicate indexed sources for a table inactive by default. Before you can make one of these duplicate sources active, you must edit the currently active source and make it inactive. AI Search only indexes content and metadata from active indexed sources.
    Application Application scope for the indexed source. This field is automatically set.
    Retention Policy

    Policy specifying a retention time limit for records from the source table. AI Search only indexes source records that were last updated within the specified time period, and purges records from the index when their time since last update exceeds the limit.

    If this field is empty, AI Search indexes source records regardless of their last updated date and retains them in the index indefinitely.
    Note:
    This field is required when Source is set to the Task [task] table or any table that extends it.
    Force Late Binding

    Option to make AI Search use late binding security for all search results from the indexed source.

    This field isn't shown in the default Indexed Source form view. For instructions on configuring the form layout to show the field, see Configuring the form layout.

    For an explanation of late binding security and its effects on search, see Content security in AI Search.
    Condition
    Filter

    Optional filter conditions limiting the set of records to index from the source table. AI Search only indexes records that satisfy all defined filter conditions, and purges records from the index if they no longer satisfy these conditions.