Add the legal request child tables to be considered for data indexing for AI Search in the Now Assist for Legal Service Delivery (LSD) application. The legal request child tables are indexed so that you can get relevant AI Search results for the legal records.

Before you begin

Set the application scope to Legal Counsel Center in the application picker. For more information, see Application picker.

Role required: admin

About this task

Include the legal request tables as child tables to define them as indexed sources. These added tables are then selected for indexing. For more information on the indexing of sources for AI Search, see Indexed source retention policies and filter conditions.

Procedure

1. Navigate to All > AI Search > AI Search Index > Indexed Sources.
2. In the Name column, search for Legal Requests.
3. Select the Legal Requests indexed source.
4. In the Condition section, set the filter condition to [State][is not][Cancelled].
5. Select the Child Tables related list.
6. Add the child tables by selecting New.
7. In the application picker, set the application scope to Legal Request Management.
8. On the form, fill in the fields.

   Table 1. Child Table New Record form

   Field	Description
   Indexed Source	Reference to the indexed source. The Indexed Source field is automatically set to Legal Requests.
   Application	Name of the application that the Indexed Source belongs to. The Application field is automatically set to Legal Request Management.
   Table	Label and name for the child table that you want to enable content indexing for. You can only select from tables that extend the indexed source table.
   Active	Option to activate indexing for the child table.

9. Select Submit.
10. Select Index All Tables, to index the data of the added tables.

Result

The legal request child tables are indexed for AI Search.

What to do next

Define the semantic indexing configuration settings that you want to apply when AI Search indexes the records for a legal request table. For more information, see Configure the semantic index settings for legal request tables.