Indexed sources in AI Search
Summarize
Summary of Indexed Sources
Indexed sources in the ServiceNow AI Platform allow you to designate tables and external document sets as searchable within AI Search. By creating indexed sources, you ensure that records and documents are ingested and stored in the AI Search index, enhancing search capabilities across your organization.
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Key Features
- Internal Indexed Sources: These retrieve content and metadata from ServiceNow tables, allowing indexing of records and their child tables, except for certain excluded tables.
- External Indexed Sources: Designed for content from external repositories or remote tables, these sources are configured with a reference to an external content schema.
- Retention Policies and Filters: You can set retention policies and filter conditions to manage the volume of indexed records, especially for high-volume tables like the Task table.
- Attributes and Field Settings: Control indexing behavior at both the record and field levels through configurable attributes and field settings.
- Indexing Behavior: AI Search automatically indexes records from defined sources, reflecting changes in real-time, with options for full table indexing.
- Knowledge Articles: Starting in Washington DC Patch 9, you can configure indexing behavior to include or exclude knowledge block content.
Key Outcomes
By utilizing indexed sources, ServiceNow customers can:
- Enhance searchability of their data across internal and external content.
- Efficiently manage the indexing process and control the volume of indexed records.
- Customize search results based on specific attributes and fields to improve user experience.
- Ensure content is up-to-date in the search index, facilitating quick and accurate information retrieval.
Indexed sources designate ServiceNow AI Platform® tables and external document sets with content that you want to make searchable. AI Search ingests records or documents from these sources and stores their searchable content in its search index.
For instructions on creating an indexed source, see Create an indexed source.
Indexed source types
- Internal indexed source
- An internal indexed source retrieves content and metadata from ServiceNow AI Platform records. It includes a unique name and a reference to a ServiceNow AI Platform table with records that you want to make searchable. AI Search extracts and indexes searchable content and metadata from records in this table and in any of its child tables that you configure for indexing.
- External indexed source
- An external indexed source retrieves document content and metadata from an external repository or a remote table. It includes a unique name and a reference to an external content schema table instead of a ServiceNow AI Platform table. For more details on configuring indexed sources for external content, see Indexing and searching external content in AI Search.
Indexed source retention policies and filter conditions
Indexed source attributes and field settings
You can configure attributes and field settings for an indexed source to control indexing behavior for source records. Attributes control the indexed source's behavior at the record level, while field settings define its behavior for individual fields on indexed records. For more information, including lists of available attributes and field settings, see Indexed source attributes for AI Search and Field settings for AI Search.
Indexing content from an indexed source
Indexing content from knowledge articles
Starting in Washington DC Patch 9, when indexing content from records in the Knowledge [kb_knowledge] table, AI Search defaults to including content defined in knowledge blocks. Administrators can override this default behavior and configure AI Search to exclude content from knowledge blocks when indexing knowledge articles. For details on making this change, see Exclude knowledge block content from the AI Search index.