SBX - Search With Button

SBX - Forum Post Title

Search Entity Lists From Global Search

Microsoft Dynamics CRM Forum

opticshrew asked a question on 6 Dec 2018 3:24 AM
My Badges

Question Status

Verified

Hi all,

I have a series of Entity Lists scattered across my site. I want to search all of them either name or content from the global search located in the header.

Is this possible, how is it done?

Thanks,

J

Reply
opticshrew responded on 6 Dec 2018 6:09 AM
My Badges

Hi folks,

It appears that custom entity lists cannot be searched from the global navigation as seen in another forum post. Does anyone have a workaround?

Thanks,

J

Reply
Shaminderpal Singh responded on 6 Dec 2018 8:14 AM
My Badges
Suggested Answer

Hi,

Unfortunately, only below entities can be configured for portal global search-

  • Knowledge Article
    • Notes and attachment of a knowledge article are searchable as well. 
    • Articles are searchable only if they are published and their Internal Only field is set to false.
  • Blog
  • Blog Post
  • Blog Post Comment
  • Forum
  • Forum Post
  • Forum Thread
  • Idea
  • Idea Comment
  • Idea Forum
  • Web File
    • Attachment content of web files is searchable as well. 
  • Web Page
  • Incident

Refer the full article here-https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/search

-Shaminder

Reply
opticshrew responded on 6 Dec 2018 8:54 AM
My Badges

Hi Shaminder,

Is there a way to search all list items?

Thanks,

J

Reply
Shaminderpal Singh responded on 6 Dec 2018 9:28 AM
My Badges
Verified Answer

I assume you are talking about searching the entity list data, even though we can't do it in global search but we can create a web page and expose entity lists which would give us the capability to search them all.

Hope it helps.

-Shaminder

Reply
opticshrew responded on 6 Dec 2018 10:19 AM
My Badges

Hi Shaminder,

I thought that would be the case. Thanks anyway!

J

Reply
Shaminderpal Singh responded on 6 Dec 2018 9:28 AM
My Badges
Verified Answer

I assume you are talking about searching the entity list data, even though we can't do it in global search but we can create a web page and expose entity lists which would give us the capability to search them all.

Hope it helps.

-Shaminder

Reply
Shaminderpal Singh responded on 6 Dec 2018 8:14 AM
My Badges
Suggested Answer

Hi,

Unfortunately, only below entities can be configured for portal global search-

  • Knowledge Article
    • Notes and attachment of a knowledge article are searchable as well. 
    • Articles are searchable only if they are published and their Internal Only field is set to false.
  • Blog
  • Blog Post
  • Blog Post Comment
  • Forum
  • Forum Post
  • Forum Thread
  • Idea
  • Idea Comment
  • Idea Forum
  • Web File
    • Attachment content of web files is searchable as well. 
  • Web Page
  • Incident

Refer the full article here-https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/search

-Shaminder

Reply

SBX - Two Col Forum

SBX - Migrated JS