Providing a search option is a great complement to the various guided paths you provide.
A search box looks like this:
How to add a search form to a Content Node:
- Open a Content Node in which you'd like to place a search form.
- Place the cursor at the place where you want the form inserted.
- Choose the
icon in the toolbar to display more options. Then choose the Search icon in the expanded toolbar.
- Next, select from what source the search should be performed. Here are the options:
- This Workflow: The search will be limited to this workflow only.
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This Workflow + Linked Workflows: Search this Workflow and all workflows that are linked from this workflow via Workflow Nodes.
- Determine where the results are linked: When this Search is enabled, additional options become available allowing you to determine if the search results displayed link directly to the node, or to the start of the matching workflow.
-
Limit results with Agent Tags: Select the checkbox to narrow the scope of the search by Agent Tag. When enabled Agents will only see results that match their Agent Tag.
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All Workflows: All workflows in this organization will be searched.
- Determine where the results are linked: When this Search is enabled, additional options become available allowing you to determine if the search results displayed link directly to the node, or to the start of the matching workflow.
-
Limit results with Agent Tags: Select the checkbox to narrow the scope of the search by Agent Tag. When enabled Agents will only see results that match their Agent Tag.
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Workflows matching Tag(s): Only workflows matching specified tags will be searched.
- Determine where the results are linked: When this Search is enabled, additional options become available allowing you to determine if the search results displayed link directly to the node, or to the start of the matching workflow.
- Limit results with Workflow Tags: Limit your search results to include only those workflows that contain specific Workflow Tags.
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Limit results with Agent Tags: Select the checkbox to narrow the scope of the search by Agent Tag. When enabled Agents will only see results that match their Agent Tag.
- Select each category that you would like to search for. Here are the options:
- Node Titles: Search Node Titles.
- Node Content: Search for text within the content area of nodes.
- Node Tags: Search for terms matching Node Tags.
- Node Keywords: Search for terms matching Node Keywords.
- Workflow Titles: Search for Workflow Titles
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Workflow Tags: Search for Workflow Tags
Note: The option to determine where the results link to is only relevant when at least one of the Node categories is selected here.
Draft Workflows are Excluded from Search
Any workflow in the status of Draft is always excluded from search results.
Editing an Existing Search Form
To edit an existing search form, simply click on it from the content node editor. A Search Settings Option will appear allowing you to select new options:
Adding Keywords as Search Targets
You can include extra keywords in any content node to expand search results. When editing a content node, just add keywords like here:
The Search Terms Report
You can see what your end-users are searching for via the Search Terms Report. To access the Search Terms Report go to Usage Reports > Workflow Engagement > Search Terms.
If you should find a search term that your users are searching for to discover a certain node, consider adding that term to your keywords on that node. This is especially helpful if the search form you've chosen is limited to "Node Titles, Tags, and Keywords" for example. Perhaps an alternative word might be searched that is not in the Node Title. Place those likely alternate words in the Keywords section.