Configure Content Sources Linked to a Search Client

Adding and installing a search client are essential but not sufficient to set up search. The Edit function completes the trinity. In Edit, the Content Sources is arguably the most important tab. It is here that you can connect content sources and search clients and configure much of what goes onto the search results page, including filters, URLs, and icons.

Content Sources provides many options for working with the content sources connected to a search client. This article role of each column on the content fields (object properties) screen.

Get to Content Sources

  1. A SearchUnify admin has to configure content sources for each search client individually. FromSearch Clients, open a search client for configuration.
  2. Go to Content Sources.
  3. To view the content fields, click on a content source and then a content type. In the previous image, you can see the fields for the content source "Help Docs" and content type "Case".

Remove a Content Source

To remove the results from a content source, uncheck all the content source objects. For example, no results will be returned from the content source "Demo" because all its objects have been unchecked.

 

Content Fields and Columns

The first column, Field, lists all the content fields. The number of fields in a content source depends on two factors: 

  • The platform's internal structure. If there's no field named ural in your Salesforce org, then you will not see it in the column.

  • The crawl settings. If you didn't select a field named ural while configuring the Salesforce content source, then you will not see the field in the column.

Next is a summary of all the columns.

Summary

A summary is the text below the title in a search result. Data from the checked fields appears in result summaries.

You can multiple fields in search result summaries. In the default setup, data from multiple fields appears one after another until the maximum summary length is reached. This behavior can be changed from Set Default Preferences.

Searchable

A searchable field is where the search client looks for data. In the next image, Author Email is searchable but Author Name isn't. It means you cannot find a document through its Author Name through because the search client looks for matches only in the Author Email field.

Filters

Filters are the clickable menus. They allow users to narrow the scope of a search.

To add a filter, check a field in the Filters column. Immediately after checking, a gear button appears.

Click it to view a dialog with two dropdowns: Number of Values and Default Sorting.

If you have toggled on Pre selection of facets, you will see an additional option - Include in auto learning. Toggling it on helps show end users search page results based on their past facet selection behavior.

Number of Values controls the number of field values that show up on the search results page.

Four sorting schemes are available in Default Sorting: 

  • Alphabetical (A-Z). Display all the filters alphabetically.
  • Alphabetical (Z-A). Display all the filters in reverse alphabetical order.
  • Count (desc). Display the filter value with the most results for a query at top. This is the default setting.
  • Count (asc). Display the filter value with the least results for a query at top.

Sorting is applied to all the filters values, not just the ones a user sees on the search results page.

Title

The checked fields appear in the result titles on a search results page. As with Summary, it is possible to check multiple fields to assemble a Title.

To create a title from multiple fields, click on Settings next to a field.

Use the Compose Title screen to generate a title template.

Metadata

The supplementary information sometimes accompanying search results is Metadata. It has a uniform appearance: {{field name}}: {{field value}}.

Autocomplete

Results are suggested the moment a user start typing in the search box. You can decide which fields those suggestions are based upon.

Exclude

Exclude is related to Filters. When a field is picked as a filter, a button for that field appears in Exclude.

Click Exclude. Then enter the values that shouldn't appear in filters. Finally, click Save.

More information: Exclude Values from Filters

Track Analytics

The checked fields are used to track conversions for auto-tuning and advanced reporting.