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Customize Quick Search

In a GroupID portal, the quick search box is available at the top of each page. You can specify the schema attributes that quick search runs on, and the objects (group, user, contact) that can be searched. When a user enters a search string, the values of all specified attributes are matched to return the results (allowed objects).

You can also specify a search operator that determines what part of the attribute value should match the search string.

What do you want to do?

  1. In Admin Center, select Applications in the left pane.
    On the GroupID Portal tab, a portal's card displays its info.
  2. Click the ellipsis button for a portal and select Settings.
  3. Select an identity store under Design Settings to customize the portal for it.
    All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
  4. Click Search Forms in the left pane. Then click the Quick Search Attributes tab.
  5. On the Quick Search Attributes tab, the Name column lists the schema attributes whose values will be matched when portal users perform a search using the quick search box.
    Click Add to add an attribute to this list.
  6. On the Add Search Attribute dialog box, select a schema attribute in the Attribute drop-down list and click OK.
    The attribute is displayed in the Name column on the Quick Search Attributes tab.
    To remove an attribute, click Remove for it.
  7. Click Save.

Change the Search Operator​

  1. In Admin Center, select Applications in the left pane.
    On the GroupID Portal tab, a portal's card displays its info.

  2. Click the ellipsis button for a portal and select Settings.

  3. Select an identity store under Design Settings to customize the portal for it.
    All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.

  4. Click Search Forms in the left pane. Then click the Quick Search Attributes tab.

  5. In the Quick Search Operator drop-down list, select an option.

    • Equal - looks up the values of the attributes listed in the Name column and returns records with values that exactly match the search string.
    • Contains - looks up the values of all attributes listed in the Name column and returns records that contain the string anywhere in their values.
    • Starts with - looks up the values of the attributes listed in the Name column and returns records with values starting with the search string.
    • Ends with - looks up the values of all attributes listed in the Name column and returns records with values ending with the search string.

  6. Click Save.

Specify Searchable Objects​

  1. In Admin Center, select Applications in the left pane.
    On the GroupID Portal tab, a portal's card displays its info.
  2. Click the ellipsis button for a portal and select Settings.
  3. Select an identity store under Design Settings to customize the portal for it.
    All identity stores linked with the portal are listed under Design Settings. You can design a different portal for each of these.
  4. Click Search Forms in the left pane. Then click the Quick Search Attributes tab.
  5. You can specify the object type(s) to be searched when users perform a search using the quick search function in the portal.
    Select any or all three User, Group, and Contact check boxes next to Quick Search Objects to make that object type searchable in quick search.
  6. Click Save.

See Also