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This documentation supports the 25.1 version of BMC Helix Business Workflows.To view an earlier version, select the version from the Product version menu.

Enabling search on dynamic data, attachments, and social activities for cases and tasks from Global Search

By default, when a user searches for terms in the Global search, the results display case records that include the term in the Summary and Description fields. As an administrator, you can enable search on dynamic data, attachments, and social activities in cases, and attachments and social activities in tasks. If the file is of the type .jpeg, .pdf, .png, .txt, or .json, the user can preview the file in the preview pane. 

The search displays results of records in the following order:

  1. Summary
  2. Description
  3. Dynamic data
  4. Attachments
  5. Social activities

You can enable search for entities through separate settings for cases and tasks.

Related topic

Searching-for-content-in-cases-and-tasks-from-Global-Search

To enable search for cases

  1. Log in to BMC Helix Business Workflows as an administrator.
  2. Select Settings > Case Management > Search Configuration.
  3. To enable search for entities, click the name of the configuration.
  4. On the Edit Search Configuration page, change the Value to Active.
  5. Click Save.

To enable search for tasks

  1. Log in to BMC Helix Business Workflows as an administrator.
  2. Select Settings > Task Management > Search Configuration.
  3. To enable search for entities, click the name of the configuration.
  4. On the Edit Search Configuration page, change the Value to Active.
  5. Click Save.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*