Conga Product Documentation

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Smart Search Result Overview

You can enter a Smart Search query from your Salesforce org or from a chat in Slack or Microsoft Teams. You can use natural language searches, keyword searches, or regular expression searches to get results. Smart Search returns the results of your search in an intuitive interface that tells you the number of results, what your search terms were translated to, with help along the way to explain how Smart Search got you the current results and how to get exactly the results you want.

Item Count

Smart Search returns results with an item count. This number reflects the number of agreements or opportunities ("primary" objects) in which hits were found. Beneath this number are rows or ranks of results that represent individual documents. This number may exceed the number of individual documents because the item referred to is the underlying agreement, not the number of documents it comprises.



Query Explanation

When you enter a search, Smart Search parses the search terms you enter and creates a series of search parameters that it uses to query the back end. These parameters are displayed above your search results. In the following example, the Smart Search has broken the "Acme agreements over $10k with indemnification and jurisdiction" search term into the three parameters, "'Acme'", "with indemnification and jurisdiction", and "over $10k".



You can broaden your search by dismissing these parameters individually or refine your search as described below.

Group View

If you have configured Group View on in user preferences, it presents documents as subsidiary artifacts to the main agreement:



If group view is deactivated, results are ordered by ascending or descending column value. You can change this sort order by clicking the up or down arrow icon in the column header of your choice.

Search Results

Search results are returned with a button that returns information about your search and how Smart Search interpreted and presented your query.

Hover over the information icon () to raise the "About the search results" legend.