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
NOTE: Lookup fields are only searchable if you create data view fields for the lookup. For example, to search for Matters by the client name, you should configure the data view field on Matters for Client.Name
- 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'
TIP: Adding a large number of fields to the search settings can potentially affect performance and depends on a variety of factors such as table size or actual fields selected. We suggest you test your selections periodically to make sure you are not slowing down the search results significantly.