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Configuring the portal search

Updated on March 25, 2020

With the search functions of the Pega Customer Service portal, users can search for cases (work objects), knowledge content, and data sources such as accounts, contacts, and business units. A basic search and an advanced search is available for use in the Interaction portal.

You can perform a basic search by entering the search text in the search field of the Interaction portal. In the advanced search section, you can configure more fields as filters for a better search experience. When you select the fields for the Search results field as filters, the sequence of your selection determines the order in which you want the fields to appear in the Search results section.

Complete the following tasks to configure portal search:

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