Question
Eviden
NL
Last activity: 28 Jun 2019 1:00 EDT
Adding a column with a "Custom Search Property" to search results (pyWorkSearchResults).
Requirement:
- Use the OOTB search functionality (pySearchFieldWorkResponsive) in the portal, search bar in the top right-hand corner.
- Search for the content of a property from the case, let’s call it .Bob.
- In the pop-out search results and in the “open results in new window”, cases should be visible which correspond with the search string.
- In addition, .Bob should populate a new column in the search results.
Current problem:
- The right cases are being displayed when searching on the content of the property (Work-.Bob).
- However, Property (Work-.Bob) is not populating the new column in the search results (pyWorkSearchResults & pyShowResultsInNewWindow).
Current implementation:
Requirement:
- Use the OOTB search functionality (pySearchFieldWorkResponsive) in the portal, search bar in the top right-hand corner.
- Search for the content of a property from the case, let’s call it .Bob.
- In the pop-out search results and in the “open results in new window”, cases should be visible which correspond with the search string.
- In addition, .Bob should populate a new column in the search results.
Current problem:
- The right cases are being displayed when searching on the content of the property (Work-.Bob).
- However, Property (Work-.Bob) is not populating the new column in the search results (pyWorkSearchResults & pyShowResultsInNewWindow).
Current implementation:
- Created property (.Bob) in Work-.
- Optimized property for reporting.
- Added property (Work-.Bob) to “Custom Search Properties: pySearch” (Work-.pySearch).
- Re-indexed Work-.
- Added property (Work-.Bob) to “Report Definition: Work Search” (Work-.pyWorkSearch).
- Added a column populated by property (Work-.Bob) to the results table in “Section: Work search Results” (Work-.pyWorkSearchResults).
- Added a column populated by property (Work-.Bob) to the results table in “Section:Show Results In New Window” (Work-.pyShowResultsInNewWindow).
- Test by searching on the content of property (Work-.Bob).
- Test results in returning the right cases. All columns are populated using OOTB properties, for example .pyID. However, the column based on the custom property (Work-.Bob) is not populated (empty).
- When opening the search results in a new window. Property (Work-.Bob) is empty on the clipboard. (D_pyWorkSearch -> pyWorkResults).
***Edited by Moderator Marissa to update platform capability tags****
Accepted Solution
Eviden
NL
Solution
1. Create property (.Bob) in Work-
2. Create custom search, on case level. Add property (Work-.Bob) to custom search.
3. Check “Include in search results” and “Available for full-text search” and “Use dedicated index”.
4. Go to “Configure -> System -> Settings -> Search -> Dedicated” and re-index case-level index.
5. Add property (Work-.Bob) to (Work-) report definition “pyWorkSearch”.
6. Add property (Work-.Bob) to case-level report definition “DataTableEditorReport”.
7. Add property (Work-.Bob) to the table in “pyWorkSearchResults” in Work-.
8. Add property (Work-.Bob) to the table in “pyShowResultsInNewWindow” in Work-.
de Volksbank
NL
Hi Bob,
please add these following steps:
1. Set the DSS indexing/useDataInstances to true. ( Records Explorer - > SysAdm -> Dynamic System Settings )
2. Create a Custom Search Properties rule for your class. ( Records explorer - > SysAdm -> Custom Search Properties )
Add your properties there, Don't forget to select them as well. ( Here is a useful help )
3. Go to Designer Studio > System -> Settings -> Search
reindex All Work :-)
4. Add your specializations to the pySetSearchDefaults Data Transform.
Typically the class and report name.
( This one is used by the datapage D_pyWorkSearchPreferences )
You might need to flush the Datapage.
5. Add your property to the section pyWorkSearchResults .
hopefully this helps.
kind regards
Jetze
Eviden
NL
1. Set the DSS indexing/useDataInstances to true. ( Records Explorer - > SysAdm -> Dynamic System Settings )
Was set on true.
2. Create a Custom Search Properties rule for your class. ( Records explorer - > SysAdm -> Custom Search Properties )
Add your properties there, Don't forget to select them as well. ( Here is a useful help )
Property was already indexed and related case was found using set property.
3. Go to Designer Studio > System -> Settings -> Search
reindex All Work :-)
Done, multiple times.
4. Add your specializations to the pySetSearchDefaults Data Transform.
Typically the class and report name.
( This one is used by the datapage D_pyWorkSearchPreferences )
Could you please eleborate on this?
5. Add your property to the section pyWorkSearchResults .
Done.
Accepted Solution
Eviden
NL
Solution
1. Create property (.Bob) in Work-
2. Create custom search, on case level. Add property (Work-.Bob) to custom search.
3. Check “Include in search results” and “Available for full-text search” and “Use dedicated index”.
4. Go to “Configure -> System -> Settings -> Search -> Dedicated” and re-index case-level index.
5. Add property (Work-.Bob) to (Work-) report definition “pyWorkSearch”.
6. Add property (Work-.Bob) to case-level report definition “DataTableEditorReport”.
7. Add property (Work-.Bob) to the table in “pyWorkSearchResults” in Work-.
8. Add property (Work-.Bob) to the table in “pyShowResultsInNewWindow” in Work-.
Pegasystems Inc.
IN
Hi Bob,
When the property was added to Data-CustomProperties-Search instance, is the checkbox "Include in search results" enabled?
Which version of pega is being used?
Thanks,
Anil Kumar N