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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a filter configuration using mapping

Create filter conditions using mapping that you can associate with a table configuration. The search result displays result that meets the filter conditions.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Contextual Search > Table Configuration.

  2. Open a table configuration record on which to create the filter.

  3. In the Filter Configurations related list, click New.

  4. On the form, fill in the fields.

FieldDescription
Resource configurationLookup icon
Image omitted: look-up-icon.png
Lookup icon to select a search context to select a resource such as Knowledge Articles.
Table configuration\[Read-only field\]. Table for which you are applying the filter configuration.
Scripted filterOption to define the filter using a script.Note: Clear this option since you want to create a filter configuration using mapping.
ActiveOption to activate the filter configuration.
  1. Click Submit.

    The Table Configurations form appears.

  2. In the Filter Configuration related list, click the filter that you have created.

  3. In the Filter Conditions related list, click New.

Image omitted: cxs-filter-conditions.png
Filter conditions
  1. In the form, fill in the fields.

    FieldDescription
    Short descriptionBrief summary of the filter condition.
    Query table[Read-only] Table from which the filter condition is queried.
    Current form[Read-only] Form for which you created the filter conditions.
    Field to compareValue of the field is compared with the value of the Compare to field.
    OperatorOperation that should be performed on the Field to compare and Compare to field.
    Compare toValue of the field is compared against the value of Field to compare.
    CompareComparison of the field can be based on the actual value stored on the database or the value that is displayed on the interface. The available values are: Value and Display Value.
    Include if blankOption to include a condition when the value of the Compare to field is blank.
    ActiveOption to activate the filter configuration.
  2. Click Submit.

Parent Topic:Filter configuration for contextual search