Working with contextual search
Contextual search display results on forms and record producers based on the text that you provide in a field.
Note: Contextual Search is available for problems in instances starting with the Madrid release. Existing users can request to activate the Problem Management general guidelines — Madrid plugin (com.snc.best_practice.problem.madrid).
You can:
- Find articles using the Related Search field. The articles can be based on any category that you select from the list.
Use the list next to the Related Search field to select the category such as Knowledge (All), Pinned Articles, Incidents, Open Problems, and Resolved Problems.
Note: To display articles in the Pinned Articles category, a knowledge manager must add them to featured content in Knowledge Management. For more information, see Add a knowledge article to featured content.
Attach the article in the Notes > Work notes if your search result displays knowledge articles.
Parent Topic:Reference section for Problem Management
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