Search Configuration in Applications

The "Search" application element allows you to quickly and easily configure a search function in applications.

Any search configuration within applications can be enabled for the global search, which is performed across the entire portal via an additional control in the "Design" module. For more information on the global search, click here.

Here you can see the "Search" element on an application's workspace. It consists of a search field, a search button, and a table that displays the search results.

You can find the "Search" application element in the "Elements" section under the "Search and Navigation" category.

"Search" Button Action

The search is triggered by the "Search" action when you click on a button that has been configured accordingly.

In the button's Properties dialog box, on the "Actions" tab, you can specify the search configuration, the search field, and how the results are displayed.

The "Search" action type must be selected here.

Options

Configurations

Select the desired search configuration here.

Edit Search Configuration

Opens a dialog box where you can create new configurations and edit existing ones.

Selecting Search Configurations

"Available" List / "Selected" List

All available search configurations—or those that have already been selected—are listed here. Search configurations can be moved from one list to another by double-clicking or using the arrow buttons.

Moves search configurations from one list to another.

/ Edit Search Configuration

Opens a dialog box where you can create a new search configuration or edit an existing one.

Search Configuration Properties - "Search" Tab

General

Title

Enter the title for the search configuration here. You can find information about multilingual titles here.

Data Group

Select the data group you want to search here.

Weighting

Here, you specify how search results should be ranked in the overall search results. You can use these criteria to specify the weighting:

• Very low

• Low

• Medium

• High

• Very high

Include in a portal-wide search

Here, you can enable the search configuration for the global search, which is applied across the entire portal. This means that the relevant data is searched for both via the "Global Search" system application and via the "Search" additional control in the "Design" module.

Search by Tags

With this setting, values entered via the " Tagging - Bookmarks " element are also included in the search.

Offer search suggestions

Here you can choose whether or not to enable search suggestions. This setting overrides the corresponding setting in the "Tools" module, which defines the portal-wide default.

Filter search suggestions

There are three modes to choose from here:

• Server Standard

  This setting is based on the corresponding setting in the "Tools" module.

• Enabled

  Turns on filtering

• Disabled

  Turns off filtering

Search languages that differ from the portal default (The default language is highlighted in bold)

Displays a list of all portal languages, with the default language highlighted in bold.

Add a search language

Opens a dialog box where you can specify a new search language. The values in the data fields you select in the lower section of the search dialog box are indexed in the specified search languages. Users can choose which language they want to use for their search in the browser. Depending on the selected language, different lists of results will then be displayed.

Remove search language

Removes the selected language from the list.

Default Language

The selected search language becomes the default language in which the search is initially performed.

Configure Data Fields for Search

"Application" column

Here you can see the data group you selected in the upper part of the dialog box, along with the data fields it contains.

"Search" Column

Select the fields you want to search here. To do this, click the corresponding checkbox in the "Search" column.

"HTML" column

When a long text field is searched, this setting causes HTML tags in the text to be interpreted, and only the actual content is searched.

"Index" column. "Name"

With this setting, the filenames of the files attached to the record are indexed.

"Word Analysis" Column

When the "Word Analysis" setting is selected, the field content is broken down into its constituent words for indexing. If a field contains multiple words (e.g., "This is an example"), the record will only be found when searching the index for "example" if "Word Analysis" is selected.

"Facet" Column

You can find all the information here.

Filter Data Group

If the data group is selected in the lower section, a dialog box opens here where you can set up a filter.

Search Configuration Properties - "Display" Tab

Per ad page

This option allows you to select a page for displaying search results.

• Displaying Page

  Select a page here that displays search results on desktops.

• Displaying page (file)

  Select a page here that displays file results on desktops.

• Viewing Page (Mobile)

  Select a page here that displays search results on mobile devices.

• Viewing page (mobile, file)

  Select a page here that displays file results on mobile devices.

The pages selected here should contain links or buttons that load the pages with the corresponding content when a match is clicked.

In simple terms

A standard page generated automatically by Intrexx is used here to display the search results.

• Jump to

  Select a page here that will load when you click on a result.

• Jump to (mobile)

  Select a mobile page here that will load when you click on a search result.

File Match Indicator

Standard

This option uses the default page for displaying file matches.

• Show Record Fields

  With this setting, additional file attributes are displayed.

Custom VM

This option allows you to specify the name of a rendering VM to be used instead of the default options for file matches.

Custom VM for data set matches

This option allows you to specify the name of a rendering VM to be used instead of the default options for record matches.

Configure Data Fields for Display

In the lower section of the dialog box, you can select the fields to be displayed on the simplified results pages.

"Application" column

Here, you can select the data fields you want to display.

"Title" column

If the checkbox is selected, the field's content will be displayed in the hit's heading.

"Text" column

If the checkbox is selected, the field's contents will be displayed in the search result text.

You can change the order of the fields using the arrow buttons.

Search Configuration Properties - "Ranking" Tab

"Application" column

The application and all of its data fields are displayed here.

"Metadata" Column

In this column, a field can be assigned to "Author." The author's user ID is used (when mapping to integer or double fields) or the author's user GUID (when mapping to string fields). In addition to "Author," "Date" can also be assigned to the corresponding field.

Essentially, these are flags used to define the semantics of a field. The result varies depending on the value:

Date: the associated field

• can be used as a weighting criterion for the order in which search results are displayed. More recent data points are then given greater weight and appear higher up in the results list. However, this does not mean that the dates are sorted exactly. Whether the field is used can be controlled via the default search settings or customized by the user.

• can be used as a sorting criterion. Whether the field is used can be controlled via the default search settings or customized by the user.

• is used by the default search results display.

Author: Used by the default display for search results.

Delete Search Configuration

Deletes the currently selected search configuration.

Duplicate Search Configuration

Opens a dialog box that reflects the settings of the currently selected search configuration, allowing you to create a duplicate and, if necessary, edit it right away.

Click "OK" to save your changes and close the dialog box.

Search field

Select the element here that you want to use as the search field.

Number of search results

Here, specify the maximum number of results you want to display in the results table.

Ranking

Select the desired ranking method here. In addition to hit quality—that is, the most frequently occurring hits—date weighting can be applied so that more recent hits achieve a higher ranking. When you select "Portal Settings," the settings from the "Tools" module are used.

Sorting

Specify how you want the results sorted here. The sorting criteria carry more weight than the ranking method; that is, the selected ranking method may, if necessary, not taken into account.

• Portal Settings
  

  Uses the settings from the "Tools " module

• By Ranking

  Sorted by the selected ranking method

• By Date

  Sorted by date

• By Application Priority + Ranking

  Sorted by the frequency of use of applications that contain matches and by ranking

• By Application Priority + Date

  Sorted by the frequency of use of applications that contain matches and by date

• By App Title + Ranking

  Sorted by the titles of applications that contain matches and by ranking

• By Application Title + Date

  Sorted by the titles of applications that contain matches and by date

• Custom

  The "Custom" sort option is used for user-defined settings.

Standard Search Strategy

Selecting "Portal Settings" causes the tools to use the query strategy settings.

Edit Search Strategy

Opens a dialog box where you can define the search strategy.

Query Strategy

Exact Search

With this strategy, content is searched for based exactly on the search term entered.

Wildcard Search

Allows searching with wildcards (e.g., * for any number of characters or ? for a single character)

Fuzzy Search

With a fuzzy search, the exact character string does not have to be used as the search criterion. Similar strings are also found.

Use the arrow button to move the desired query strategy from the "Available" list to the "Selected" list to activate it.

Then click "OK" to save your changes and close the dialog box.

Show Search Options

A button appears in the browser that provides access to additional search settings.

You can specify which search options are available here in the "Tools" module and in the search configuration settings, among other places.

Show Tabs

Search tabs are links located below the search field that are configured for specific searches, such as searching for users. When the "Show Search Tabs" setting is enabled, previously defined search tabs are displayed in the browser.

Create Tabs

With this setting, the "Tab Options" link appears in the browser, allowing the user to create new tabs.

Tabs created using the default setting—which is accessible only to administrators—are available to all portal users. In the personal settings, the tabs are available only to the user who created them.

Enter a title for the new search field. In the search field, you can search across the entire portal for search configurations for which the current user has sufficient permissions. To do this, click "Search" at .

In addition, search configurations from the current application can be enabled by clicking the corresponding checkbox. The tab can be set as a required tab for all users.

When the "Flowing Layout" setting is selected, the results are arranged side by side.

If you have created your own tabs, they will be displayed below the search field. When you click on a tab, the search settings configured for that tab are used for the search.

Enable moving tabs

This setting allows you to change the order of the tabs in the list, which you can access via the "Tab Options" link.

Drag the tab on this icon to the desired position.

The rule is: the higher a tab is in the list, the further to the left it appears in the browser.

Show search suggestions

Here you can choose whether or not to enable search suggestions.

Show Search Filters

With this setting, the facets (categories)—which you can assign to the application's data fields in the search configuration—and tags are displayed alongside the search results when the search is configured for tags and a tag match is clicked.

Search results are displayed below the facet associated with the result. Clicking on this result filters the list of results. The Global Search system application also lists the applications in which results were found. In the settings, you can choose whether to place the facets to the right or left of the search field and the results list.

Options for Displaying Results / Displaying the Results List

Table

Select the table here in which you want the search results to be displayed.

Click on search results

• Home Page

  This option displays the content of a search result on one of the app's main pages.

• Tooltip

  This option displays the content of a match in a tooltip.

Application Properties - Search Configurations

In the properties of an application—which you can access via the application node—you can manage all search configurations that appear in the application.

Active

This setting enables a search configuration. Inactive search configurations are not taken into account when searching in the browser.

Portal

With this setting, the search configuration for portal-wide search is available.

Weighting

Current weighting of the search configuration for ranking. Clicking on a weighting in the column displays a drop-down list from which you can select a different weighting.

Add Search Configuration

Opens a dialog box where you can create a search configuration.

Edit Search Configuration

Opens a dialog box where you can edit the search configuration.

Delete Search Configuration

Deletes a search configuration.

Duplicate Search Configuration

Opens a dialog box in which the settings for the current search configuration are already entered, so that a duplicate can be created.

Search Results Table - Properties

Enter the title of the table that displays the search results here. You can find information about this multilingual title here.

Show the most recently clicked search results

This search option displays a list of the most recently clicked search results. Clicking on a result opens the corresponding page.

More Information

Settings in the "Tools" module

• Facets

• Synonyms

• Statistics

• Application File Filter

• Solr Search Server

• OpenSearch / Elasticsearch

General Information

"Search" Application Element

Additional validation for the site-wide search in the "Design" module