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Sai kishore Kandoori (kishore1505)
PEGA
Senior Solution Engineer
Pegasystems Inc.
IN
kishore1505 Member since 2017 4 posts
PEGA
Posted: December 7, 2020
Last activity: December 7, 2020
Posted: 7 Dec 2020 7:36 EST
Last activity: 7 Dec 2020 11:26 EST

Enable pulse search on custom post types

Pulse has search feature available OOTB for internal (PegaSocial-Message) and private (PegaSocial-Post-Private) post types which works using elastic search.

Search can be performed using:

1. Search text in the search box which filters results based on message contents (pyObject in pc_work_social table) and attachments

2. Selecting operators in posted by (available in advanced search options) to filter posts by operators (pyActor)

3. Selecting a date range (from and to in advanced search options) to filters posts in that range

To know more about search click here

Configuration steps:

For any new post types (say, PegaSocial-Post-CaseSummary) developed by implementation teams, below are the configurations that are needed to leverage search capabilities.

1. In pyGetPostDataSource data transform in the post context class, set .pyIsSearchEnabled to true (change to false if search is not required in a later point of time)

2. Ensure pass current parameter page is enabled for the data page related to new post type (which is set to pyDataSourceReference property in pyGetPostDataSource data transform). There are parameters like searchText, searchByUsers, searchToTime, searchFromTime that will be supplied by system to this data page which are used in pxGetContextPosts activity

3. Either add pxObjClass is equal blank in filter by overriding pyPostsByKeys report definition in PegaSocial-Message (to avoid like filter from where clause of SQL) OR save as pyPostsByKeys to the new post class

4. Override pySearchContextPosts report definition into new post class. This is used by the system to search

5. Optionally, if the custom post type related intances are in a table other than pc_work_social and has huge data, create Custom Search Properties for the new post type and create a dedicated index for improved performance

Pre-checks:

1. Ensure search reindexing and elastic search are working fine

2. System should be on platform build 8.5.1 or above

3. Override pyShowPulseSearchWidget when rule to enable/display pulse search in any context

Implementation for reference: We can refer to how above mentioned configurations are done for private messages related post type by platform (PegaSocial-Post-Private)

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