Home > Portals > [Step by Step] Power Apps Portal – Configure Global Search

[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’.

GS_1

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’.

GS_2

  • 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.

GS_3

  • 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)

GS_4

Create a ‘Portal Search’ view in Account entity:

Open the Solution and go to ‘Account’ entity.

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

GS_5

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

GS_6

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

GS_7

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’.

GS_21

  • Create a new blank ‘Web Page’.

GS_8

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

GS_22

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.

GS_18

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.

GS_13

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

GS_14

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

GS_16

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’.

GS_12

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.

GS_23

  • You would get the matching Accounts as below.

GS_19

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

GS_20

Note:

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

🙂

 

 

 

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: