Customizing Global Search to add additional filters to the Report Definition

[Aditi_Mehta]

We have a scenario to add additional filters , static or dynamic , to the global search report definition; for example - the country the requestor belongs to. But once added the Data Page doesn’t return any result. Can someone guide me with the right steps? or is it not feasible?
Infinity version - 25.1.2

[RameshSangili]

I hope you can leverage the below OOTB activities to add additional filters to Global Search.

pySearchWorkParams - Use Property-Set Method to set filter conditions.
For each filter condition, set 3 properties of pyParams Page List

pyFilterSearchResults - Post Processing Filter the results

@MarcCheong suggested the same in a different forum. Please find link for your reference.

Customize Global search in Pega Constellation

@Gaurav25 the use of Global Search is not mandatory, you can disable this on the Channel itself. Then you can just create your own landing page, that allows them to search the one case type they want. Blueprint Import does this natively for every case type you import, you get a landing page to view/search each case types. I prefer this option as then you can define other UX elements like what search filters they have and what columns/data they see. The Global Search View is not an authorable vi…

[VVNagaSaiN (V V Naga Sai Nuthalapati)]

Create a report definition with name pyWorkSearch in your desired class. In pyWorkSearch activity, in the below step update the report class name to the class in which RD is created. Now, whatever changes you make to the report definition rule will be simply applied.

[MarcCheong]

What is the intent here?

• “the country the requestor belongs to”

Security Requirement

Is that a security requirement?

• A Singaporean user is the only one allowed to search/see Singaporean cases?

If so, customizing search to achieve would be the wrong approach (access control / security should be applied to stop this kind of access)

Promoted Filter

Is this a UX requirement?

• “I want to show Singaporean cases to my Singaporean users as they are the cases they are most likely to want to see”.

If so, then there would be a need for the user to change from Singapore to All or maybe a specific country (E.g. Japan). In this case, Global Search would not be appropriate as you have no authoring ability to add new filters/fields to the landing page.

Constellation makes authoring landing pages, with your own Filters and Results really easy. I’d be looking at configuring this, than trying to customize. Some videos from our Webinar Replay: Achieving outcomes in Constellation: Solution Designing and Building for Success last week:

Other requirements?

Given you’ve started to look at configuring this page, like above, you’ll probably have needs to show different fields/columns, views, sorting/filtering, grouping etc. Using Insights or List Views would give you far more control over these.

Personally, I’m not a big fan of Global Search. I think we can create much richer experiences with landing pages/insights/dashboards - its a good starting point, gets you searching quick but once you start getting requirements like these, it is probably a good point to look at configuring your own experience.

Constellation 101

If you haven’t seen this before, it may help if you continue to go down the path of customizing Global Search.

Constellation Tips: Display custom property values in the full text search results (Global Search)