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How to expand COSMOS search results with additional properties from the case type
Hi All,
How can I extend the search result properties to include properties from my Case Type?
We are using Cosmos theme. The requirement is to have our custom properties from the case type displayed in the search results.
@PetarHR
There are some setup involved to be able to render a specific search results depending on the case type. Here is an example using Pega 8.6 and Theme-Cosmos 3.0 - this should work with older version of the Pega Platform and older version of Theme-Cosmos
1/ Create a dedicated index using a custom search for your case type
In my Heating installation case type, I am adding additional properties to search for like first name, last name, phone...
2/ enable search under the case type settings - you should see a similar screen
3/ Reindex the custom search indexes by going to the search landing page - you should reindex the custom search index
@PetarHR
There are some setup involved to be able to render a specific search results depending on the case type. Here is an example using Pega 8.6 and Theme-Cosmos 3.0 - this should work with older version of the Pega Platform and older version of Theme-Cosmos
1/ Create a dedicated index using a custom search for your case type
In my Heating installation case type, I am adding additional properties to search for like first name, last name, phone...
2/ enable search under the case type settings - you should see a similar screen
3/ Reindex the custom search indexes by going to the search landing page - you should reindex the custom search index
At this point, the properties should now be used when searching for a term - the next step is to expose them in the ui
4/ Add the properties to display to the section pyWorkSearchDetail. the section already exists at Work-. Copy this section into your case type classname and add the additional properties. In my case, I am adding the first name, last name, phone and age
5/ Copy all the properties that are in the search results at Work-
All the properties are pulled from a single report definition at Work- that will be edited on step #6 - as such you want to save as the properties that are added to the custom search and copy them at Work-
For example FirstName
6/ update the RD pyWorkSearch at Work- and add the additional properties
if everything is correctly setup you should be able to get search results of different case type - for the heating installation case type, you should see the new properties being present in the search results page. The search term should also be searching against these additional properties.