Pick fields for partial term matching in Adaptive Search
You can now selectively enable Partial Term Matching on fields of your choice. This helps refine the search experience for your users and increases the relevance of the search results on eligible fields without compromising performance.
By fine-tuning which fields support partial term matching, you can tailor your search results to your business needs and enhance the user search experience.
Steps to Enable and Configure
Here's how to select fields for partial term matching:
- Navigate to the Setup tab in the Configure Adaptive Search setup task. For every object, you’ll find the new Partial Term Matching setting with an Edit icon.
- By default, you may see some fields like the PUID or the main identifying field of the object already enabled.
- Click the Edit icon to open the configuration modal.
- Click on Add fields to add a new field. Use the dropdown to select from eligible fields (only Text and Choicelist types can be chosen).
- For any text fields that contain only numbers like ID or phone fields, you should check the Numeric box so that the optimized searching can be done on it. This will ignore whitespaces/brackets/ hyphens and other such formatting while performing search.
- Add up to five fields; remove any by clicking the delete icon.
- Click OK to confirm selections.
- Save changes on the main configuration screen.
- Do a publish (full or partial) for changes to take effect.