Configure table for a contextual search

task australia Updated Sep 10, 2026 2 min read t_DefineContextualSearchForForm.md
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Configure the options for the contextual search that a table performs.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Contextual Search > Table Configuration and click New.

  2. On the form, fill in the fields.

    [Omitted image "ContextualSearchTableConfig.png"] Alt text: Table configuration form when the UI type is platform

Field

Description

Table

Name and label of the table associated with the form. For example, Incident [incident].

UI type

User interface differs depending on whether you use the table configuration for Platform or Workspace. Note: The When to display section appears only when you select Platform from UI type.

[Omitted image "cxs-table-config-workspace.png"] Alt text: Table configuration when the UI type is Workspace

Search context

Lookup icon [Omitted image "look-up-icon.png"] Alt text: Lookup icon to select a search context to select a search context for which you are configuring the table.

Title

Unique title for the search results area that appears in the form. For example, if you enter Knowledge results as the value in this field, the related search area displays Knowledge results as the title. [Omitted image "related-search-results.png"] Alt text: Related search area

Enable related search box

Option to show the related search box in the form.

Show searcher first

Option to display searcher resources before additional resources in the search context. This field appears only when you select Workspace from UI type.

Enable source selector

Option to show the list of search sources that you can search from.Note: This field appears only when you select Enable related search box.

Application

Application scope of the table configuration. The configuration is available for all applications or for scoped applications.

Active

Option to activate the table configuration.

Limit

Maximum number of search results returned.

Results per page

Number of results to display per page.

Allow expand/collapse

Option to enable a user to collapse the search results in the form.

Enable preview buttons

Option to show a preview button (platform only) for each search result. The user can then use the preview button or the search result title to preview the result record.Note: The option is available from the London release. Clear the option to provide a more compact display for each search result.

Allow search with empty search text

Option to specify whether the search runs when there is no search text. Note: There is no search text when there is no Search Field specified or when there is a Search Field whose value is empty.

When to display

Required roles

List of roles that grant access to the related search results widget from the table. Users must have one of these roles to see the widget when viewing the table.

Condition

Conditions that records must satisfy to appear as related search results. For example, set [Active] [is] [true] to only enable the active records as related search results.

Search as

Enable search as

Option to enable searching as a different user. The message box describes the settings available when you select this option.[Omitted image "search-as.png"] Alt text: Search as field For more information on using Search as, see Enable viewing of search results for the current and another selected user.

3. Click **Submit**.
The Search Fields, Filter Configurations, Email Configurations, and Search Action Configurations related lists appear. By default, the **Short description** field is added to the Search Fields related list.

**Note:** Search results only appear for Search Fields that are visible on the form.

Parent Topic:Configuring contextual search

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