Customize context-aware search

User Role: Administrator

Context-aware search enables users to view records and search results in the same window. User can copy a solution from the search results to the working record or trigger automated tasks. To enable the context-aware search icon inside a record, you can add the 9527 display option to a specific display screen.

Service Manager provides out-of-box pre-defined filters and actions for different libraries. The information of pre-defined filters and actions is saved in the smartsearchpreconditions and smartsearchaction tables. To perform Smart Search for a record, you can customize the Smart Search pre-defined filters to narrow down the library scope, and you can customize the Smart Search actions to pre-define the possible actions based on your search conditions and results.