In Schema Manager, you can modify search settings for both objects and fields. When this feature is enabled, the user can search. The records returned in search results depend on whether an object is related to the record and if the field is searchable. If you search for a term and no results appear, you don’t have access to the related field. Your admin must enable field access for you to see more results.

For example, if a document object and its fields are enabled in search settings, then users can perform a full-text document search. When a new document is uploaded or an old one is replaced, its contents are available as search terms to retrieve the document. This setting applies only to searches for the document object.

To configure search settings

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Schema Manager.
  3. Use basic search to locate the object for which you want to define the field search settings. Click the object name to open object details.

  4. Go to the Search Settings tab.

    Options Descriptions
    SearchSelect the checkbox next to the field's record to include the field in an extended search. Selecting this option enables other options for the field search.
    TypeaheadSelect this checkbox to allow a type-ahead search for the field. If this setting is enabled, a list of recently viewed records that match the user's search keywords is displayed in the sidebar search.
    Priority

    Select this checkbox to set the search priority of the chosen field. The application prioritizes records with the search terms closer together with few or no intervening words if field priority is specified. Records with similar word sequences are given higher priority. Similarly, if only one alphanumeric string is indexed, then exact matches are given priority over matches with words between them.

    Set Priority

    It allows you to enter the priority that you want the system to consider when searching for multiple fields. Click the Edit () icon and enter the priority.

  5. Click Save. A confirmation message appears.

    Once search settings are created, the system starts a data sync from the Conga Platform to Elasticsearch. This ensures that the data in the target system remains consistent with the data in the source system for the specified object. Depending on the volume of the data, this may take a while. You can close the data sync progress popup by clicking the cancel icon and get on with your other tasks.

To modify search settings

You can easily add or update search options from the existing search settings by checking or unchecking the corresponding options.

  1. Navigate to the Object Details page to modify the field search settings.

  2. Go to the Search Settings tab.

  3. Make the necessary changes.

  4. Click Save. A confirmation message appears.

    Once search settings are saved, the system automatically starts a data sync. This ensures that the data for the specified object in the target system remains consistent with the data in the source system. Depending on the volume of the data, this may take a while. You can close the data sync progress popup by clicking the cancel icon and get on with your other tasks.

To delete search settings

  1. Navigate to the Object Details page.
  2. Go to the Search Settings tab.
  3. Click Delete.
  4. From the confirmation dialog, click Confirm.