Configuring search to allow filtering on embedded properties

By default, full-text search only allows report definitions to filter based on top-level scalar properties. You can configure search to allow filtering based on embedded properties using the indexing/useDataInstances Dynamic System Setting and invoking search using the pxRetrieveSearchData activity.

1. Create or edit the indexing/useDataInstances Dynamic System Setting.
   • To create a setting:
     1. In the Designer Studio header, click + Create > SysAdmin > Dynamic System Settings.
     2. In the Short description field, enter a description.
     3. In the Owning Ruleset field, enter Pega-SearchEngine.
     4. In the Setting Purpose field, enter indexing/useDataInstances.
     5. Click Create and Open.
     6. In the Value field, enter true.
     7. Click Save.
   • To edit an existing setting:
     1. In the Explorer panel, click SysAdmin > Dynamic System Settings.
     2. Use the filter to locate the indexing/useDataInstances setting.
     3. Click the row of the setting.
     4. In the Value field, enter true.
     5. Click Save.
2. Invoke search by using the pxRetrieveSearchData activity.