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Not able to search draft KB Articles

sugrokker last edited by sumit.aggarwal

Problem Solution

Salesforce KB article is not searchable in SearchUnify instance when it is in draft stage

Environment Salesforce Production

Reported product version Mamba '20

Resolved in version Colubridae '20

Module Search Client

Cause

As per the current functionality, SearchUnify crawler picks only published articles based on their last modified date. If an article goes into draft stage, Article will become unavailable in the SearchUnify Search until it get published again.

Solution

As a part of the Colubridae '20 release, the last published version of an article will be visible even when it is a draft. Admin users will be able to configure this setting and make both draft and published copies of the article in search results searchable. Please follow the link for more details: https://docs.searchunify.com/Content/Content-Sources/Salesforce.htm
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Environment	Salesforce Production
Reported product version	Mamba '20
Resolved in version	Colubridae '20
Module	Search Client

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Posts

124
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Suggested Topics

Effect of Altering the Word Order in a Search Query
Search Clients • search results word order • • sugrokker

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Question Why Does Altering the Word Order in a Query Changes Search Result? Environment Reported Product version Colubridae 19 Module Search Clients Created Date 18 Oct 2019 Answer It happens because word order influences the meaning of a query. search clients and clients search are different. The first is related to SearchUnify and the second talks about a bunch of customers looking for something. This kind of Search behavior is mostly expected when a query with multiple keywords is performed.
Which search operators can be used while searching content within SearchUnify?
Search Clients • • sugrokker

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Questions (Related) How to search code blocks and non-alphanumeric characters (such as _)? Without refreshing a page, how can I access the Advanced Search option when no results are found after an exact search? Environment Production Reported product version Mamba '20 Resolved in version Mamba '20 Module Search Client, Advanced Search Details PRIMARY: A search for “Web + Control” produces expected results but “Search for Web + Sqllll” generates results with only “Web” So + behaves as AND in the first case and OR in the second. Answer PRIMARY: Prefix your search queries with a # while using the search operators, such as AND and OR. Please visit the link below to learn more about advanced Search: Use Advanced Search, which includes all the search operators available in SearchUnify. Related In order to search such strings we recommend you to use a wildcard search. If you are looking for the keyword “age_limit”, then the right way to search would be # age?limit. Other search operators are listed on Use Advanced Search You can use the Clear Filter option instead of refreshing the page in order to access the Advanced search option again.
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Unable to find articles in Search Results
Search Clients • • madhuri.tripathi

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Problem Statement What could be the possible reasons for not finding the article/s in the search results? Environment Production Reported product version Mamba'20 Resolved in version Mamba'20 Module Search Client Solution Any of the below is a possible reason for an article not showing up in the search results: Incorrect Data Category Tagged- The article is not tagged to a data category correctly. Data categories can be assigned when an article is created. Permission issues- The user might not have the permissions required to access the article. Crawling issue- The article has not yet been crawled and it's not available in the index. It happens when an article is newly published and crawling hasn't taken place after this addition. It will not be available in the search index in this scenario. To trigger recrawl and check the logs and status of crawling please refer to the below docs https://docs.searchunify.com/Content/Content-Sources/Recrawl.htm https://docs.searchunify.com/Content/Content-Sources/Status.htm https://docs.searchunify.com/Content/Content-Sources/Crawl-Logs.htm To check if an article is present in the index, please follow below steps: a) Click the document counts for a given content source. b) Select the date range when an article is crawled in SearchUnify index. c) Search the article using a search box. Stopwords- Keywords used to search the particular article/s are included in the stopwords section (NLP Manager > Manage Stopwords) in SearchUnify Admin. Advanced Search is performed- # used before the search query. Example "And" operator. The search ends up with no results due to these operators. Exclude List- Articles are not filtered in "Create Formula" options under Search client configurations in the Admin portal. Facet Selection- For the selected facets, the article/s in question isn't available. Missing content URLs in the sitemap XML - Sitemap XML needs to have all the content URLs to make sure SU crawlers are indexing all the content. Please review your sitemaps for missing content URL. Content Source Upgrade- Sometimes after the content source upgrade, auto crawlers fail to index the new content even though it is made searchable in the admin panel. Users are advised to manually recrawl the content source and see if missing content appears in search results. Frequency set to Never - If the frequency of crawl is set to never, new content will not be auto crawled, and hence some content will be unavailable in the search results. To set the frequency please follow the below steps: https://docs.searchunify.com/Content/Content-Sources/Edit.htm#!#SetUpCrawlFrequency Missing Keyword in any of the Content Sources - Please make sure the keyword that you are searching for is present in one of the content sources. Searchunify also allows you to partially search a keyword by appending #* at the beginning. For Example: If the exact keyword "CENG-50196" is not present in any of the content sources, you can partially search #*50196 to return all results that contain 50196. URL present in Should not crawl list - For website type of Content Sources, make sure URL is not present in the "Should Not Crawl" list. Below are the steps to verify the same: a. Edit a website type content source and go to Rules Tab. b. Under filter tab, check "Should not crawl" list to ensure website URL is not present. Field not added in admin panel - If a new field is added to the content metadata to an existing content source in the SU admin panel, the field needs to be added to the SU object and made searchable by following the below steps: a. Open SU object where the field needs to be added b. Add the metadata field with a label for the object and click save. c. Make the field searchable
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Not able to map Salesforce articles objects to KCS Helper Addon
Search Clients • • madhuri.tripathi

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Problem Statement Some of the fields are not visible for mapping while trying to set up a KCS Support Console with the added Salesforce article objects. Environment Reported product version Colubridae'19 Resolved product version Colubridae'19 Solution For mapping KCS fields in the SearchUnify admin panel, SearchUnify admin user must be a Salesforce user and should have read and write permissions to Salesforce knowledge object. To provide Knowledge article object access to Salesforce user, please follow the below steps: Log into your Salesforce org. Find Knowledge Settings from Quick Find Box and click Edit. Check Enable Lightning Knowledge (if it's not checked) and click Save. Once you become a Knowledge user, return to the SearchUnify admin and refresh. You shall now be able to see the fields that can be mapped for KCS articles. Please note that only knowledge article fields can be mapped.
Configure Search results Summary, Metadata fields
Search Clients • • sugrokker

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Problem Statement How to increase the number of lines to display more Summary and Metadata lines on a search results page? Related How to add the Collapse/Expand functionality with Summary field? Environment Reported product version Mamba '20 Resolved in version Mamba '20 Module Search Client Resolution The number of Summary and Metadata lines on a search results page can be increased from the Admin Panel. Here are the steps: Go to Search Clients. Open a search client for editing and go to the Designer tab. In the Search Results Page tab, go to CSS and find the class .su__meta-date .su__meta-row. Change the value of the variable max-height in the class. For example, you can set max-height to 6 instead of the default 3. Click Update. Refresh your search client to verify the changes. To add the button Show More and Less on a search results page, please reach out to Searchunify Support team.
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Irrelevant Search Results for similarly spelled search queries.
Search Clients • • madhuri.tripathi

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Problem Statement Search results include similarly spelled words to the search queries, that are not relevant. Description Search Results are showing results that are different in meaning but similarly spelled. As an example, when the search query is 'Community', results including words "communication" and "communicating" are also shown. Environment Reported product version Mamba '20 Resolved in version Mamba'20 Category Search Client Resolution This happens sometimes because of Over Stemming at the time of search results retrieval. Stemming is a technique where words are reduced to their roots, for example - fishing, fisher, fished will be stemmed to the root word - fish, and will get the same results. In these scenarios, exceptions are added to the stemmer algorithms, we are in the process of allowing that via admin tool. Thus, admin will have control over such configurations. This is added to our Roadmap and it will be fixed very soon.
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Issues with Icons appearing in Search Results
Search Clients • • Saurabh Jain

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Question Why do icons appear on Search Results even though there are no icons selected for a content source in the admin panel? Why Metadata results show no icons even though there are icons selected for a content source in the Admin panel? Can we refer to the asset library in Search Client's designer tab for the CSS? Environment Production Reported product version C'20 Resolved in version C'20 Module Search Client Answer By default, Search Results display the thumbnails fetched by the SearchUnify crawlers while crawling the webpage. So when community pages are crawled, crawlers automatically pick up the images available on the page and display them as a thumbnail on the search results. In order to hide such thumbnails, you can add an entry ".su__m-thumbnail-img .su-thumb { display: none; }" in the CSS stylesheet under Admin Panel -> Search Client -> Designer tab. Icons are not shown for the search results metadata. Furthermore, you can hide the metadata information of the search results from the Admin panel by following the below document. https://docs.searchunify.com/Content/End-User-Personalization/Personalize-How-Results-Are-Displayed.htm? Yes, we can refer to icons stored in the asset library in Search Client's designer tab for CSS. For Example: If we have to change the background URL of a tile view, we can update CSS as shown below to point to an icon stored in the asset library. bg-grid_view_active{display:inline-block;width:21px;height:21px;background:url(../../../resources/Asset-Library/${ImageName}) -221px -628px}
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Add hyperlinks for each search result in a SU Search Client
Search Clients • • Saurabh Jain

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0
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45
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Question How can I configure a Search Client to enable and disable hyperlinks URL for each search result? Environment Production Reported product version C'20 Resolved in version C'20 Module Search Client Answer Hyperlinks are redirect URLs that are embedded with each Search Results. This is configurable field and can be enabled/disabled within SU admin panel In order to add/remove the hyperlinks on search results for a given content source please follow the below steps 1 Go to search client tab and edit search client. 2 In search client go to "content source" tab and edit the content source in which you want to add hyperlink. 3 Check/Uncheck the "Search URL" within metadata to enable or disable hyperlinks for search results.

Not able to search draft KB Articles

Problem Solution

Cause

Solution

Suggested Topics

Effect of Altering the Word Order in a Search Query Search Clients • search results word order • • sugrokker

Which search operators can be used while searching content within SearchUnify? Search Clients • • sugrokker

Unable to find articles in Search Results Search Clients • • madhuri.tripathi

Not able to map Salesforce articles objects to KCS Helper Addon Search Clients • • madhuri.tripathi

Configure Search results Summary, Metadata fields Search Clients • • sugrokker

Irrelevant Search Results for similarly spelled search queries. Search Clients • • madhuri.tripathi

Issues with Icons appearing in Search Results Search Clients • • Saurabh Jain

Add hyperlinks for each search result in a SU Search Client Search Clients • • Saurabh Jain

Effect of Altering the Word Order in a Search Query
Search Clients • search results word order • • sugrokker

Which search operators can be used while searching content within SearchUnify?
Search Clients • • sugrokker

Unable to find articles in Search Results
Search Clients • • madhuri.tripathi

Not able to map Salesforce articles objects to KCS Helper Addon
Search Clients • • madhuri.tripathi

Configure Search results Summary, Metadata fields
Search Clients • • sugrokker

Irrelevant Search Results for similarly spelled search queries.
Search Clients • • madhuri.tripathi

Issues with Icons appearing in Search Results
Search Clients • • Saurabh Jain

Add hyperlinks for each search result in a SU Search Client
Search Clients • • Saurabh Jain