How to update Filter Logic of this out-of-the-box Search box?

Currently, the OOTB search box searches only by Case ID. I want to include other fields such as Name and Account Number.

How do I update these filters?

Please follow the steps,

  1. In Dev Studio, go to Create > SysAdmin > Custom Search Properties.
  2. Specify the Class name of your Case type
  3. Add your properties: .Name and .AccountNumber.
  4. Make this property available for full-text search boxes.
  5. Save the rule.
  6. Rebuild the Index
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Thank you @RameshSangili this works for me

Hi @RameshSangili This works already on lower environment, is there any settings required to work on higher environment?

@Jeremiah Good to hear that the approach is working in the lower environment :+1:
If it’s not reflecting in the higher environment, typically the issue is not with the configuration but with the indexing setup or deployment consistency.

You may want to validate the following:

  • Ensure the Custom Search Properties rule is properly migrated and present in the target environment
  • Perform a full index rebuild (not incremental), as sometimes new properties are not picked up in partial indexing
  • Check whether indexing is enabled and running correctly (background processing / search node availability)
  • Verify that the same class structure and property exposure exists in the higher environment

In a few cases, I’ve also seen delays due to stale or incomplete index data, so rebuilding the index after deployment usually resolves it.

Hope this helps

Regards

JC

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