Use Create Formula for Access Control

Create Formula provides advanced access control settings based on content fields. Using Create Formula, you can remove an entire set of documents from search results without deleting them from a content source. Alternatively, you can limit search to a set of documents. Frequent use cases include:

  • Limit results to the articles created in-house
  • Remove products with a rating of 2 or less from the results
  • Return only the documents that have been created in the past 6 months

Limit Results to Selected Content Field Values

  1. Click Create Formula.

  2. Drag a content field to the highlighted area.

  3. Click anywhere on the dragged field.

  4. Enter a field value or a pattern in the Value box (highlighted).

  5. Toggle Regex to the right if you entered a regular expression, else leave it in its default state.

  1. Click Save.

Remove Content Field Values from Search

  1. Click Create Formula.

  2. Drag a content field to the highlighted area.

  3. Click anywhere on the dragged field.

  4. Enter a field value or a pattern in the Value box (highlighted).

  5. Toggle Regex to the right if you entered a regular expression, else leave it in its default state.

  1. Toggle Parity to the right.

  2. Click Save.

NOTE. You can select more than one content fields for more complex Create Formulas. Any two content fields are connected by the Boolean operator AND.

Last updatedFriday, September 25, 2020