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Creating an Additional Search Category Object


A search category object is an abstraction over a search index that allows you to define user interface elements, such as drilldown views and pick views for particular categories. To configure the search category you must define the search category object, then associate it with a search index.

A search category maps to a search index and defines a category that can be searched against. For example, the categories Solution (Call Center) and Solution (eService) map to the same search index Solution but differ in other attributes like Drilldown View or Filter Search Spec (defined under Search Definition Category object in Tools). For more information, see Using Siebel Tools.

CAUTION:  The drilldown view should be an active view on a screen associated with the application in which you are going to make the search category available. If the view is not on a screen or the screen not available in the application the following may happen: the search category will not appear in the search center, or if it is the only search category on the search definition, the search categories will not be able to be loaded.

Siebel applications are installed with a default set of Search Categories. If you have a requirement for more search categories, make sure that the following rules and assumptions are followed and that the following properties are included in your object definition.

Users can search on a keyword in Search Center and apply filter fields to that search.

Rules and Assumptions:
  • Several search categories can be based on the same Search Index. This allows you define different drilldown views and pick views based on the same Search Index. For instance, the Solution (Call Center) category, will drill down on the Solution Resolution View and the category Solution (eService) to Solution Resolution View (eService).
  • Pick views can be defined differently for different search categories. For more information, see Advanced Configuration Tasks for Siebel Search.
  • Preview views can be defined by the Business application user, allowing the user to define the type of pop-up view that will be displayed when the Preview button is invoked. For more information, see Creating Preview Views.
Properties

Table 24 lists the properties for the Search Category object.

Table 24. Search Category Object Properties
Property
Required
Description

Name

Required

Logical name for the category.

Search Index

Required

Name of the search index.

Drilldown Business Component

Optional

The business component the user drills down on. If this property is left blank, then it is assumed that the result category does not map to a database table.

Drilldown View

Optional

The view that appears when the user drills down. If this property is left blank, then it is assumed that the result category does not map to a database table. You must add the views defined in the Drilldown View Property for the Search Categories used by the application to the user's responsibility. If you do not do this, the user will have the ability to search on the Search Index and see the Search Results in the Search Results List Applet, but hyperlinks to the accompanying details will not be active, and the user will not have the ability to drill down on these detail records.

Destination Field

Optional

The field in the destination business component whose value equals the value of the result row ID, in the index business component. If no value is specified, then it defaults to ID, which is the row ID of the destination business component.

Result Identifier

Required

An acronym that is used in the Summary column in the search result.

Preview

Optional

The view that appears when a user invokes the Preview button.

The following task shows how to create a search category object.

To create a search category object

  1. In the Siebel Tools Object Explorer, navigate to Search Category.
  2. Right-click in the Search Categories window, and select New Record.
  3. In the Properties window, fill in the necessary information.
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