Configuring Options for Runtime Search Pages

To configure search options, use the Search Page Definition (RB_VRTY_PG_CFG) component.

This section discusses how to configure search options and associate search options with search sources.

Page Name

Definition Name

Usage

Search Page Definitions Page

RB_VRTY_PAGE_CONFG

Use this page to define the search behavior and word variation options for the basic and advanced modes.

Search Sources Page

RB_SRCH_SRC_CONFIG

Use this page to specify search categories to be included for searching.

Search Boost Page

RB_SRCH_BOOST

Use this page to define the boost attributes that facilitate solution search by prioritizing the retrieval of highly relevant information

Note: This page is applicable only for CALLCENTER and FLUID SELF SERVICE configurations.

Use the Search Page Definitions page (RB_VRTY_PAGE_CONFG) to define the search behavior and word variation options for the basic and advanced modes.

Navigation:

Set Up CRM > Utilities > Search > Search Page Definitions > Search Page Definitions

This example illustrates the fields and controls on the Search Page Definitions page.

Search Page Definition_Main

Use this page to specify search options for both basic and advanced search modes and the default search mode for use in searches at runtime.

Default Settings

Field or Control

Description

Search Mode

Select Basic or Advanced to set the default search mode.

Results to display

Enter the number of search documents to display.

Note: The Default Settings group box is not applicable for FLUID SELF SERVICE configuration.

Basic Search Options

The Basic Search Options group box sets the values of search options if the page searches in Basic mode.

Field or Control

Description

Search Behavior

Select the default search behavior to use in Basic mode.

Word Variations

Select the word variation options to use in Basic mode.

Proximity factor

If the search behavior is Words in proximity, enter the maximum number of words that can be between the two search words.

Advanced Search options

The Advanced Search options group box sets the values of search option if the page searches in Advanced mode.

Field or Control

Description

Search Behavior

Select all search behaviors to use in Advanced mode.

Word Variations

Select all word variations to use in Advanced mode.

Proximity factor

If the Words in proximity search behavior is selected, enter the maximum number of words that can be between the two search words.

Note: The Advanced Search Options group box is not applicable for FLUID SELF SERVICE configuration.

Use the Search Sources page (RB_SRCH_SRC_CONFIG) to specify search categories to be included for searching.

Navigation:

Set Up CRM > Utilities > Search > Search Page Definitions > Search Sources

This example illustrates the fields and controls on the Search Sources page (1 of 3).

Search Sources page1

This example illustrates the fields and controls on the Search Sources page (2 of 3).

Search Sources page2

This example illustrates the fields and controls on the Search Sources page (3 of 3).

Search Sources page3

Use this page to specify the search indexes (represented by search categories) against which PeopleSoft Search runs its searches for the corresponding transaction search page. Each search category added here is displayed as an option in the Search Domains section on the solution search page for that CRM transaction at runtime, when users click to see more search options.

For example, users can perform keyword search on the that covers five search domains: (Solutions, Cases, Troubleshooting Guides, Defects, Fixes). These search categories are referenced on this page for the CALLCENTER search page definition that is used for the Case - Solution page.

Note: User should able to create only one Search Category Name for FLUID SELF SERVICE configuration.

Search Settings

Field or Control

Description

Use this field as Filter

Select to make the corresponding field a filter attribute.

As delivered, only SETID, BUSINESS_UNIT and LIBRARY_ID can be used as filters.

Include in Search Results

Select to display the corresponding field in the search result of the search page.

Use the Search Boost page (RB_SRCH_BOOST) to define the boost attributes that facilitate solution search by prioritizing the retrieval of highly relevant information. Boosting parameters can be used to increase the visibility of searched solutions based on various factors, such as relevance, popularity, or business objectives.

Note: The Search Boost page is only relevant for FLUID SELF SERVICE and CALLCENTER search page definition configurations. Users are able to configure the order rules for Search Boost results.

Navigation:

Set Up CRM > Utilities > Search > Search Page Definitions > Search Boost

This example illustrates the fields and controls on the Search Boost page.

Search Boost Definition page

Field or Control

Description

Name

Displays the name of search category used for search Solutions in Self Service.

Description

Displays the description of the selected search category.

Search Attribute

Enter the search attributes of the selected search category to configure the boost search results.

The dropdown list for search attributes shall only display attributes corresponding to the Search Categories designated on the Search Source page. Upon any modification to the Search Source, all existing search rules should be cleared, and a warning message should be displayed to the user.

Description

Displays the description of the selected search attribute.

Filter Operator

Select the required filter operator.

Value

Enter the desired value for the search attribute filter.

Boost Score

Select the required boost score. The boost score is rated from 1 to 10, allowing administrators to select the appropriate score points for the rules.