Global Search Dashboard

Squirro provides a uniform search experience for users via the Global Search dashboard.

Once this feature is enabled, the search bar is integrated with the dashboard navigation on top of the screen.

This ensures it is always available to users to start a search.

How to Enable Global Search

To enable this functionality, three steps are required:

1. Create a dashboard that provides the desired search behavior. The Cognitive Search project template already includes such a dashboard.

2. Promote this dashboard to be the Global Search dashboard on the project.

3. In the App & Nav Bar configuration, enable the Compact global search option.

The following sections explain these steps in more detail.

Create the Dashboard

A typical global search dashboard will include some or all of the following components:

• Items widget to show the result set.

• Spelling Correction widget to guide the user when they mistype some words.

• Question Answering widget to provide answers to questions.

• Similar Searches widget.

• Labels widget and Timeline widget to help the user drill down in the result set.

Promote the Dashboard

Once the dashboard has been created, go to the Dashboards list, and in the dashboard’s hover menu select Promote Global Search.

Note

Only one dashboard can be the global search dashboard in a project. If another dashboard was configured as the global search dashboard it will be demoted.

If you would like to hide the dashboard which you have promoted as Global Search, from the Dashboard tabs, you can do this by unchecking its Visible property.

Enable Compact Global Search

As a final step, navigate to the App & Nav Bar section and enable the Compact global search option.

End Result

With this done, the Dashboards space will now show a search bar at the top at all times. This search bar will invoke the global search dashboard independent of which dashboard the user is currently on.

The one exception to this is the Community 360 Dashboard, which by default stays on the dashboard but allows the user to switch to a project-wide search.

Change Default Global Search Text

You can change the default text that appears in the global search bar in the Setup space.

To change the default global search text, follow the steps below:

1. Navigate to the Setup space.

2. Click the Settings tab.

3. Click Project Configuration from the left navigation bar.

4. Find the frontend.userapp.globalsearch-labels setting.

5. Hover over the setting and click the Edit icon.

6. Change the appropriate text on the right side of the configuration screen.