Adding a Search panel

A Search panel on a dashboard provides a means to use global search in the UI.

Before you begin

Global search is a powerful feature for finding information. To learn more about it, see the IBM OpenPages User Guide.

Global search must already be configured. For more information, see Optimizing global search.

About this task

When a user enters text in a Search panel, global search analyzes the input and displays matching results, including the item title, description, and the item type. Up to 25 objects can be returned in a Search panel. If a user clicks an object in the Search panel result list, the object opens in a new tab. The user can also mark an object as a favorite.

Consider your usability and performance when you design the Search panels. A Dashboard may need to contain one Search panel that can search across all objects. It may also need one or more Search panels that are targeted to specific objects types that users access most frequently. For these Search panels, set values in Object Type and Folder Picker so that the search is restricted to a smaller set of objects.

Procedure

  1. Create a dashboard panel and complete the steps up to adding a panel. For more information, see Defining a dashboard for a profile.
  2. Click New Panel.
  3. Select Search in Panel Type.
  4. Enter a Name. Allowed characters are A-Z, a-z, 0-9, underscore, hyphen, and spaces. Special characters are not allowed.
  5. Enter a Label. The label displays as a title for the panel.
  6. Set Object Type to All object types or select one or more object types to restrict the search to specific object types. Be sure to select File in Object Type if you want to include file attachments descriptions and content in the search.
  7. Optional: Click Choose and select one or more folders in Folder Picker.
  8. Click Done.
  9. Click Done.
  10. Click Publish.
  11. Test the search panel. Each time you change the dashboard, you need to publish it and retest it.

What to do next

If it does not already exist, add a favorite objects panel to the dashboard so that users can access the objects they mark as favorites.