Enabling full text search in fields
The following table lists the tasks required to enable FTS:
Task | Reference |
---|---|
Enable FTSon text or attachment fields. | |
(Optional) Define the search category for text FTS fields. When a Full Text Search is triggered, the search engine references the search category name with the FTS index. | |
(Optional) Define the search relevancy of FTS-enabled fields. When you define the search relevancy, it helps in sorting the search results so that the results with the most occurrences of the relevant word or phrase appear at the top. |
Before you begin
As an application business analyst, make sure you have created a record definition and added the fields for which you want to enable FTSin that record definition. You must define the relevancy of FTS-enabled fields in the inherited record definition.
For more information, see To create a regular record definition and To add indexes for record definitions.
To enable FTS on fields
- Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
- Select the application for which you want to use FTS.
- On the Records tab, click the record definition that contains the fields for which you want to enable FTS.
- In the General section, click Add/Remove Search Fields.
- In the Add/Remove Search Fields dialog box, click Add Search Fields, and perform the following actions:
- Field—From the list, select the field for which you want to enable FTS.
- Search Category Name—Enter a search name for the field.
- Click Save.
(Optional) To add a search category name to FTS-enabled fields
You can add the search category name only to text fields that are FTS-enabled.
- Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
- On the Records tab, select the record definition in which you have enabled FTS on the fields.
- Select the FTS-enabled field for which you want to add the search category name.
- On the Field Properties
tab, in the DETAILS section, in Search Category Name, type the search term for the selected field.
For example, If you have selected the Description field, you can add an issue as the search category name. - Click Save.
How search relevancy works for FTS-enabled-fields
After you have enabled FTS on the required fields, you can define the relevancy of the FTS-enabled fields.
You can add the fields that represent the title, system environment, or keyword in the record definition. The default relevancy that is based on the number of occurrences starts with the title field in the record definition (highest), followed by keyword fields, and then environment.
For example, when the end user performs a search, the search results display the records in the following order:
- The most relevant items that contain the most occurrences of the word or phrase entered in the Title Field
- The items with the text in the Keywords Field
- The items with the text in the Environment Field
(Optional) To add the search relevancy for FTS-enabled fields
- Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
- Select the application for which you want to use FTS.
- On the Records tab, click the record definition that has FTS-enabled fields.
- Select Record properties > Search.
- In the Title Field list, select the field that represents the title of the record definition.
For example, you can select Case Summary because the text entered in this field is more likely to represent the title. - In the Environment Field list, select the field that represents the computer environment.
For example, you can select Operating System because the text entered in this field is more likely to represent the environment. In the Keywords Field list, select the field that represents the search keywords.
For example, you can select Description because the text entered in this field is more likely to contain search keywords.- Click Save.