Set Up Filters for Global Search

To determine how users can filter their search results, define the appropriate settings when you create or edit global search configurations.

You can set up search categories so that users can limit the scope of their search to begin with, or refine their search results.

Prerequisite

Create a global search configuration or edit an existing one. Follow these steps:

1. In the Setup and Maintenance work area, go to the following:

   • Functional Area: Application Extensions

   • Task: Manage Applications Core Global Search Configurations

2. Click the Create icon to create a global search configuration, or select an existing one and click the Edit icon to change it.

Setting Up Categories to Narrow Search Scope

To let users select the categories to search on before running the search:

1. On the page to create or edit global search configuration, click the Search Results tab.

2. In the Saved and Recent Searches section, select the check boxes to enable saved searches and recent searches.

3. In the Filters section, enable personalization of search categories.

4. In the Search Categories section, select the categories that users can search on. If you don't select any, then every category is available to users.

5. For each of your selected categories, select Yes or No in the Enabled column to have it enabled or disabled by default.

Setting Up Categories as Search Result Filters

To let users filter search results based on category:

1. In the Filters section, select a filter display style so that the list of all available category names are displayed:

   • Inline: In the Filters pane in the search results

   • LOV: In a Categories dialog box that users can open from the Filters pane

2. Select the check boxes to show subcategories, facets, or both. Categories are always displayed. Subcategories are an additional level of filters that appear after categories, and facets are a level after categories.

3. In the Search Categories section, select the categories to use as filters. This is the same set of categories to be used for personalization. If you don't select any, then every category is available to users.

Setting Other Options for Filters

You can also use the Filters section to:

• Show hit counts: Show the number of search results that match each filter value

• Enable clear all filters: Allow users to clear all filters with one click of a button

• Show applied filters: Show all the filters that have been applied

In the Last Updated Date Filters section, select the criteria to use as filters, based on the last update date. If you don't select any, then every date filter is available to users.

In the Appearance section, set the Show Icons option Off if you don't want to display the icons.