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Archive for May 9, 2020

Power Apps Portal – Remove an Entity from Global Search

If you are not familiar with Portal ‘Global Search’, please refer my other article to learn the steps to configure global search for an entity.

In this article, how to remove global search for a configured entity.

Disable the ‘Search Index’:

  • Open the entity you would want to disable the ‘Global Search’ and navigate to ‘Views’ and open ‘Portal Search’ view.

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  • Rename the ‘Portal Search’ view and ensure the new name doesn’t have the Portal Search term.
  • Save & Publish.
  • This step will block the entity from getting indexed.
  • Connect to Portal and rebuild the ‘Search Index’ by navigating to ‘../_Services/about’ page and click on ‘Rebuild search index’.

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Remove the entity from search filters in ‘Site Settings’:

  • Open the ‘Portal Management’ Model-driven App and go to ‘Site Settings’.
  • Open the ‘search/filters’ site setting and remove the entry for the entity you would want to disable Global Search.
  • As an example, for Account the entry would be ”Accounts:account‘. Remove the entry.

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  • Save the ‘search/filters’ site setting.

🙂

 

 

[Step by Step] Power Apps Portal – Configure Global Search

In this article, lets learn how to configure global search in ‘Power Apps Portals’.

What is Global Search in Portals:

  • Global search of portals allows you to search for records across multiple entities.
  • Allows you to search across multiple columns and configure what columns of an entity would be searchable.
  • By default, few OOB portal entities are enabled for Global Search. To name a few ‘Knowledge Article, Blog, Blog Post, Forum, etc…’.

So lets see how to configure global search for other entities. I am taking ‘Account’ entity for this article and you can pick the entity of your choice.

Prerequisites:

  • PowerApps account. Refer here to get an account.
  • PowerApps Portal. Refer link for steps to enable portal.

Once you fulfill the Prerequisites, you would get the following two Apps in your PowerApps maker portal.

  • ‘Portal Management’ – Model-driven App which contain Portal related entities.
  • ‘Portal’ – Portal app. I named my Portal App as ‘ExpMay2020’.

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Following are the high level steps to enable global search for ‘Account’ entity.

  • Add/Update Portal ‘Site Settings’.
  • Create a ‘Portal Search’ view in Account entity
  • Add Portal ‘Web Page’ to display the search result.
  • Add ‘Site Marker’ for the ‘Web Page’
  • Grant permissions to Portal Users
  • Rebuild Search Index

Lets get started.

Add/Update Portal ‘Site Settings’:

  • Open the ‘Portal Management’ Model-driven App.
  • Go to ‘Site Settings’ and Add a new ‘Site Setting’ by Name ‘Search/EnableAdditionalEntities’ and  Value ‘true’.
    • Note: Name should be exact match. If you already have ‘Search/EnableAdditionalEntities’ site setting, make sure the Value is set to ‘true’.

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  • Also make sure the OOB Site Setting ‘Search/Enabled‘ is set to ‘true’.
  • Add a new site setting ‘search/filters’, if not exists already. Open the record, if already exists.

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  • Set the Value with following pattern {YourDesiredName:EntityLogicalname}.
  • In my case, its ‘Accounts:account‘.
    • Multiple entities must be separated by Comma(,) (i.e., Accounts:account,Contacts:contact)

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Create a ‘Portal Search’ view in Account entity:

Open the Solution and go to ‘Account’ entity.

  • Create a new View by name ‘Portal Search‘.

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  • Add the columns which you want to search to the view.

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  • Save & Publish.
  • Once saved, view shows as below.

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Add Portal ‘Web Page’ to display the search result:

To open and display the Account record from ‘Global Search’, we need a new ‘Web Page’ with ‘Account’ Entity Form.

  • Create a new ‘Entity Form’ by selecting ‘Account’ entity and map one of the Account form. I’ve named my ‘Entity Form’ as ‘Account’.

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  • Create a new blank ‘Web Page’.

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  • Add a ‘Form’ component to the ‘Web Page’ and map the ‘Account’ entity form created in previous step.

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Add ‘Site Marker’ for the ‘Web Page’:

  • From the ‘Portal Management’ Model-driven App go to ‘Site Markers’.
  • Create a new ‘Site Marker’
    • Name : {EntityName_SearchResultPage}. In my case, its ‘account_SearchResultPage’.
    • Page: Web Page which we created in previous section.

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Grant permissions to Portal Users:

Portal User must have a minimum ‘Global’ Read access on the entity you are configuring global search for. In my case it’s ‘Account’ entity.

  • Create a new ‘Entity Permission’ as below.

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  • Create a new ‘Web Role’ and map the ‘Entity Permission’.

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  • Grant the ‘Web Role’ to the ‘Portal User’.

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Rebuild Search Index:

We left with one last step before we test the Global Search. Its ‘Rebuild Search Index’

  • Connect to your portal. Navigate to ‘../_Services/about’ page.
  • Click ‘Rebuild search index’.

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Test the Global Search:

  • Connect to your Portal.
  • Click on ‘Magnifier’ symbol from the ribbon and type your Account to Search.
    • Note: You can Search only the columns available in your ‘Portal Search’ view added on ‘Account’ entity.

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  • You would get the matching Accounts as below.

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  • Click on the one of the Accounts link and you would be redirected to that ‘Account’.

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Note:

  • Refer this PG’s article for more details.
  • To remove the entity from Global Search refer this article.

🙂