Understanding PeopleSoft Search

PeopleSoft Search refers to the set of features that PeopleSoft application end users access to submit search requests against the Elasticsearch search server. The PeopleSoft Search interfaces depend on:

  • the Search Framework being completely configured.

  • the PeopleSoft search definitions and categories deployed to the Elasticsearch instance.

  • the search indexes are populated.

These are the PeopleSoft Search features:

Feature

Description

Global Search

Provides users a Global Search icon appearing in the header of the PeopleSoft browser session. Clicking the Global Search icon launches the Global Search Bar where users can select relevant search categories against which to run searches.

Search Pages

When a user accesses a component, they use Search Pages to enter search keys to isolate the desired rows of data. Search Pages come in these formats: Find an Existing Value Search and Keyword Search.

Find an Existing Value Search refers to the traditional component search, where users enter level 0 search keys running directly against the database on the Find an Existing Value tab, which appears regardless if Search Framework is configured.

Keyword Search involves the use of the Keyword tab, which enables more free-form searches against a search engine index.

In fluid user interface, keyword search and master-detail search is available, which can be configured as tiles to launch search in a component. While keyword search is against a search engine index, the master-detail search is configured in Pivot Grid.

PeopleSoft Search Framework features that are key to enhancing user experience are:

Feature

Description

Facets

Facets filter and narrow search results by ordering search results by categories, which are the fields you have selected to be facets in the search definition. These are similar to Google’s left-hand, navigational search facets, for example.

Search Groups

Search groups enable you to specify search categories to become available for display in the Global Search Bar.

(Applies only to Global Search).

Search Contexts

Search contexts enable you to configure when a search group is available in the Global Search Bar. PeopleSoft Search Framework supports only the Homepage context.

(Applies only to Global Search).