Using Free text search

You can use the Free text search feature through the Product Master interface.

1. Select New or Saved to create a new Free text search or use an existing saved Free text search.
2. Select Catalog or Hierarchy.
3. Specify the catalog or hierarchy from the drop-down list.
4. In the Search field, specify the search keyword. For a simple plain text search, you can further select and specify either And or OR operator.
5. Optional: To further refine your search, click Additional criteria section to display the Select category dialog. Specify categories by either of the following method. Click to clear all the selected categories.
   • Click to open Select category pop-up window. Select appropriate Hierarchy from the list. Click and OK to select appropriate categories.

   • In the Select category dialog, enter first 3 characters of a category name to display a category.
     Note:

     • To enable the feature, set the value of the allowTypeAhead property under categorySelector property in the config.json file to true.
     • You can configure the minimum number of characters you must enter by changing the value of the minTypeAheadLength property under categorySelector property in the config.json file. By default, the value is 3.
     • If the value of the category_path_separator property in the common.properties file is ~(Tilde), you cannot search items. This is a known limitation and will be fixed with a future release.
6. Optional: Click Save your search filter criteria to save the criteria you have specified to easily access later.
7. Optional: Catalog: To refine the search results, click Column filter section to display the Select attribute collection field. Click to open Attribute collection pop-up window. Select the appropriate attribute collection, and click OK. Click to clear all the selected attribute collection.
8. Click Search. The right pane is populated with free text search results depending on your specified criteria. You can perform following tasks on the results.

   Table 1. Tasks of the FTS page

   Icon	Description
   Open	Select entries and click to open entry details page.
   Checkout	Click to check out the selected item. The single-edit page opens to display the item details in an editable mode. The icon signifies that the entry is checked-out. Important: Select Checkout and Edit checkbox while you are creating a collaboration area to enable the Checkout functionality.
   Save as list	Click to open Save as list pop-up window. Enter an appropriate name in the List name field, and click Apply. You can access this saved list anytime through the Saved List option on the Search page.
   Generate report	Catalog   Categories   Subcategories  Click to export search results to a Microsoft Excel format. In the Generate report pop-up window, select the appropriate script, and click OK. All the records get downloaded in the generated report irrespective of the selection in the multi-edit page. You can either choose Default Rich Search Results Report Script (Excel 2007 - xlsx format) or Default Rich Search Results Report Script (2021). You can specify the value for maximum number of entries that a report can have through the following. You can also specify the value as No limit. Admin UI - Home > My Settings > Specific Screen Settings > Maximum number of entries to be written to a report on Generate Report in Multi Edit Persona-based UI - Settings > Personal settings > Generate maximum entries report Note: The generated report contains the PRIMARY_SPEC details only. Click Run as background in the Generate report pop-up window to run the generate report in the background. You can download this report from the Home page > Show notifications > click Generate report job > Job details > Download report. You can also download this report from the Job manager > Job console > Generate report jobs page. Click Result for this report to download the report. For more information, see Generate report jobs. Important: Generate reports are shown for catalogs that have catalog_list permission of USER ACG and hierarchies that have hierarchy_list permission of USER ACG.
   Actions	Catalog  Select an item, and click to perform a preconfigured entry preview script. Note: The Actions icon is only displayed if the entry preview script is configured for the selected catalog or container.
   Clear search	Click to undo the search results, and reset the search field.
   Publish	Click to publish any of the following from the IBM® Product Master. Data to the Snowflake connector. For more information, see IBM StreamSets. Works as specified by the bulk_publish_entries_limit property in the restConfig.properties file. Data to the Magento2 connector. For more information, see Magento connector.
   Checkout family	Product Family feature  Select an item and click to check out all the Product Family items (Base, Variant, and Simple) to a specific Product Family collaboration area.
   Compact view	Click to see the search results displayed as a compact or tabular view.
   Filter	Click and in the pop-up window, Enter a filter search criteria in the Search field, and click Apply.  Data explorer, Collaboration area, and Search pages GA You can use Pipe (|) to add multiple filter keywords. Following is the behavior for the supported attribute types. Currency - Exact match Integer - Exact match Lookup - Contains match Number - Exact match Number enumeration - Exact match Sequence - Exact match String - Contains match String enumeration - Contains match Attention: Do not use only Pipe (|) in the Filter field, else the application will throw an error message.  Lookup type of attribute  Collaboration area and Data explorer pages You can search based on primary key, display attribute, or both depending on the set display format (Search what you can view). Search page Every keyword that is separated by Pipe (|) should have minimum of 3 characters. You can also filter Localized String attribute and String attribute in Grouping by using this. Sort the values depending upon your requirement click (Ascending or Descending). The default value is ascending order. Click a column header to sort the values. Drag column headers to group the details.
   Manage Attributes	Using the Manage Attributes feature, you can choose and view only the required attributes in the Multi-edit, Data explorer, Search, Free text search, and Audit History dashboard pages. Click on the right side to open the Manage Attributes pop-up window opens. You can see a list of all the attributes. You can select all the attributes, if required. You can drag any attribute. You can see the total count of columns. You can search a specific attribute using the Search field. Click to toggle between a Card view and a Grid view. By default, the view that is displayed is the Card view. Attributes that cannot be dragged have a Gray color background. When you edit anything on the Attributes tab, the (Manage Attributes) icon gets disabled. Select an attribute to view it on this page. You can also clear the checkbox to ensure that the attribute is not displayed (hide) on this page. To apply the updates done, click Apply. To reset all the updates that are done on the Manage Attributes pop-up window, click Reset. Following updates, if done get through the Manage Attributes pop-up window get reset. Hide or show attributes Rearrangement of rid columns either through the grid or the Manage Attributes pop-up window Changes to the column width Filter and sort Selection
   State maintenance	On navigation to some other page, last state of the screen (including grid state) is retained. If you make any update in the Attribute collection (like add new attribute, delete attribute, or hide any attribute) and then navigates to the Free Text Search page, the grid state gets reset. If you change the view, the grid state gets reset to its original default settings.

   Important: You cannot view Entry reference type of attributes in the Free Text Search results.

   Important: If you take a backup of a company, then delete it, and create a new company with same name, you must restart the Persona-based UI services before you import the data into the new company. OpenSearch picks up the new set of data after full indexing. If you do not restart the services, OpenSearch picks up the container IDs from the cache and hence the item data does not open on the single-edit page.