Modifying Item and Global Search Settings

How to Change what is Searched in the Centerbase Search Boxes

Users with permissions are now able to set what fields are searched (ie, indexed) in the Centerbase global and item search boxes.  Users can also control the order that results are returned in the global search results.  The settings are universal and not per user, thus these changes will affect all user's search results.

Example of the Centerbase Global Search box and results.

Setting the Permissions to Access Search Settings

Permissions are required to modify the search settings.  The permission is available under the user permissions tab in the Web 'System Settings', under  ‘Can Set System Defaults’,  'Set System Search Settings'

Changing Searched Fields

To access the search settings page, click the gear in the bottom right of the Centerbase window and choose 'Search Settings'.

Once on the Search Settings Page, users may scroll through the list of Item Types and choose which show in Global Search (search for anything) results by checking the ‘Global Search’ checkbox.

• Select an Item Type and edit its settings by clicking on the corresponding row.
• Once selected, users can see and scroll through the list of Fields that are currently included in search.
  • The Fields shown correspond to those in the Item Type’s Data View configured fields. 

• Checking and un-checking the ‘Searchable’ box, will control whether the corresponding Field will be searched when searching for the selected Item Type

• In addition to choosing which Item Types are in the Global Search result, users can change the order of the result tabs.
  • After selecting an Item Type, click the up or down arrows to change its order in the list, which also denotes its tab order on the search results page.

• Save changes and affect future searches by clicking the ‘Apply’ button.
• Reset the page and discard changes, by click the ‘Search Settings’ option from the button again without clicking 'Apply'