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 by performing one of the following actions:
   • To create a setting, go to step 2.
   • To edit an existing setting, go to step 3.
2. Create a setting by performing the following actions:
   1. In the Dev 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.
3. Edit an existing setting by performing the following actions:
   1. In the navigation panel, click Records > 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.
4. Invoke search by using the pxRetrieveSearchData activity.