Configure Search Verticals

This topic details the search categories nested in your search bar field, called "Search Verticals."

What is a Search Vertical?

Users of SmartHub can select options from a drop-down menu to better isolate their search queries. These options enable the user to search across specific categories, accelerating their queries and providing them with more accurate information.

Configuring Search Verticals

To configure your search verticals menu, use the UI Editor.

User Account

First, you must have sufficient user rights to edit the search vertical menu.

Users with these rights include:

Note: An administrator can give the role of Designer to a user from the Security Roles menu on the SmartHub ADMINISTRATION page.

Configuration

Use the following procedure to use the UI Editor:

  1. Open the UI Editor using either of the following methods:

    1. Admin UI method

      1. First, open the SmartHub ADMINISTRATION page at http(s)://<web-app-url>/_admin

      2. From the left-side navigation, select UI Editor.

    2. Edit page method

      1. Users who have the Designer security role can click their profile picture from the top-right

      2. Select Edit page from the menu that appears.

  2. The UI Editor page opens (ensure you are in Basic mode).

  3. The files shown are pages in your SmartHub site.

  4. Select the file you wish to edit.

Note: It is recommended you create a new custom-named page before making customizations and changes.
For example:

  1. Simply select the settings icon next to your SmartHub 6.x installation folder and create a new directory.

  2. Name the new directory.

    • Example: "MyCompany"

  3. From the new directory, select the gear icon again and select "New Page."

  4. Select the Page Type.

  5. Enter a name for the new page.

    • Example: MyCustomResultsPage

  6. Click Apply.

  1. Select Configure search verticals from the top navigation.

  2. A preview of the page appears in the editor at right. The page that appears is fully functional: you can perform queries, etc.

  3. Select an existing search vertical or create a new one by selecting the icon '+'.

Search Vertical Settings

Each search vertical contains the following settings that you can configure for your environment:

  • Display Title: This setting specifies the name of the search vertical within the user interface

  • Icon: this setting specifies the icon that is shown in the user interface next to the display title.

  • Expression: This setting specifies the code that enables the search engine to query.

  • Available Backends: These are the available search engines in your environment.

  • Source ID: This setting specifies the GUID of the source system.

  • Keep Refiners On Tab Change: When this setting is set to True, any applied refiners will remain when the tab is changed.