Add a workspace application to the Unified Navigation search context menu

Enable users to view results for their Unified Navigation searches in workspace applications as well as in global search.

Before you begin

You must be using Next Experience UI.

The workspace application that you want to add to the search context menu must be installed. A search application configuration record must exist for the workspace, with AI Search specified as the search engine. If you need to create a new search application configuration record for the workspace, see Create a search application configuration for AI Search.

Role required: admin

About this task

You can add a workspace application, such as CSM/FSM Configurable Workspace, to the Unified Navigation search context menu. Adding the workspace application to the search context menu enables users to switch between global search results and search results from the specified workspace.

Procedure

1. Copy the sys_id of the record for the search application configuration for the chosen workspace:

   1. Navigate to All > AI Search > Search Experience > Search Applications.

   2. Open the record for the chosen workspace's search application configuration.

      As an example, for Agent Workspace, open the Agent Workspace Search Config record.

   3. Select the Additional actions icon

1. Define a globalSearchDataConfigId UX page property to map the search application configuration record to the workspace's UX application:

   1. Navigate to the UX Page Property [sys_ux_page_property] table's list view by selecting All, entering sys_ux_page_property.list in the Filter field, and pressing Enter.

   2. Select New.

   3. On the UX Page Property form, fill in the fields as follows:

      Field	Description
      Page	Use the Lookup using list icon

    |Name|Enter `globalSearchDataConfigId`.|
    |Type|Select **string**.|
    |Value|Enter the search application configuration record sys\_id that you copied in step [1.c](add-app-search-context-polaris-ui.md).|

4.  Select **Submit**.

1. Copy the sys_id of the record for the Workspace Global Search Configuration that you want workspace search to use:

   1. Navigate to the Workspace Global Search Configuration [sys_aw_global_search_config] table's list view by selecting All, entering sys_aw_global_search_config.list in the navigation filter, and pressing Enter.

   2. Open the record for the Workspace Global Search Configuration that you want workspace search to use.

      If you have a custom Workspace Global Search Configuration record that you want to use, open that record. Otherwise, open the Workspace search settings record.

   3. Select the Additional actions icon

1. Define a global_search_configurations UX page property to configure the workspace's search settings:

   1. Navigate to the UX Page Property [sys_ux_page_property] table's list view by selecting All, entering sys_ux_page_property.list in the Filter field, and pressing Enter.

   2. Select New.

   3. On the UX Page Property form, fill in the fields as follows:

{
  "globalSearchViewConfigId": "00000000000000000000000000000000",
  "globalSearchRoute": "search"
}

4.  Select **Submit**.

1. Enable Unified Navigation search for the chosen workspace:

   1. Navigate to the UX Page Property [sys_ux_page_property] table's list view by selecting All, entering sys_ux_page_property.list in the Filter field, and pressing Enter.

   2. Look for a UX Page Property record with name chrome_header and page matching the chosen workspace.

      As an example, for Asset Workspace, look for a record with name chrome_header and page Asset Workspace.

   3. If a chrome_header record exists for the workspace, edit it and change the searchEnabled JSON element to true in its Value field, then select Update.

   4. If no chrome_header record exists for the workspace, select New and fill in the UX Page Property form fields as follows, then select Submit.

{
  "privatePage": {
    "searchEnabled": true
  }
}

1. Refresh your browser tab to reload the ServiceNow AI Platform®.

2. Clear your instance's system cache by entering <instance-name>.service-now.com/cache.do in your browser's address bar and pressing Enter.

   Important: Clearing the system cache can affect overall performance and degrade system response times. Don't run cache flushes during business hours, and don't trigger cache flushes automatically.

Result

The chosen workspace appears as an option in the Unified Navigation search context menu for users who have it assigned. Users can switch to the workspace's search context. For more details on using the search context menu to switch application contexts, see View and open search results using workspace applications in Next Experience Unified Navigation.

Parent Topic:Global search finds records from multiple tables

Related topics

Global search displays a page of matching results

Text search views control format of global search results for tables

Search settings filter and group global search results by table

Global search displays exact matching records

Global search displays your most recent search queries and results in Next Experience UI

Set global text search properties

Set the preview limit for global or workspace search in Next Experience UI

Hide per-table search result counts in Next Experience UI

Global text search suggestions