Clever Search Setup

There are two sides when it comes to setting up Global Search. The first part of the user guide looks at how easy it is to setup your Clever Search criteria. The second part of this documentation will look at Obfuscating Data (masking data) based on the Clever Search results.

To setup Clever Search, firstly navigate to the Clever Global Search Setup page, it is within here that you would create where Clever Search should be looking (tables & pages) when you type in your search criteria.

As you start to create your Clever Search entry you will need to fill in the following fields:

  • Table ID - Choose which table(s) you want clever search to be looking through when you start the search.

NB: There is an assistance button next to the field Table ID to help the user know which table they are picking.

  • Table Name - Selecting the Table ID will automatically populate the table name.

  • Page ID - This field like the Table Name, will automatically populate based on the Table ID you have selected.

  • Table Filter – Within this field you can set a filter on the search results for that table.

For example, when you are presented with your search results you may not want an item included that fits your criteria because it is also blocked. You will have set the table filter to not show blocked items.

  • Name Field No. – When you receive your search results there is a column called Name Field No., by populating this field you are choosing details from your table to populate this column with.

For example, by selecting field 3 you are telling the App that when it presents you with the search results for that table, then you want that column being populated with the description of the item.

The final piece of general setup is to choose which fields are included in your search of the table. As soon as you select your Table ID a list of fields will show at the bottom of the page, these fields relate to your Table ID. Simply go through the list and tick which fields you specifically would like global search to look at for your results.

Once you have completed your setup a dialogue box will pop up on the screen asking you to Update the Index. You should say Yes to this option, the index should be rebuilt and updated every time a change is made to the Clever Search Setup.

The status is also visible at the top of the page as Index Status, this status will change from Needs Updating to Up-To Date once the index has been rebuilt.

Updating the Index will only happen if new fields have been added or removed from the setup.

NB: If no changes are made you won’t be prompted automatically on closing the setup page. However, from the process tab on the page you can run it manually.

Other options also available on the tab include:

  • Update Fields - which updates the fields available to the user to select during setup (these are fields only on the table that is setup to run the clever search on).

  • Rebuild Index - which clears out all of the indexes built up previously and builds them up again with your setup.

  • Obfuscation Setup - this will be explained further on within the user guide.

NB: Rebuild Index is not something that is usually run but may need to be on the occasion that data bought in via Rapid Start has not been validated correctly.