To add a new custom Search Scope to your application:
Navigate to the App Designer (Settings > Applications > App Designer), then click the Search Scopes option (under User Interface). The Add and edit search scopes screen appears:
Click New. The New Search Scope screen appears.
Enter a Search Scope Name. This name appears in the drop-down list when selecting a scope.
Select a Scope Type. Options are:
Scope | Description |
|---|---|
Folder | Narrow down search results to only folders, or folders under a specific case type |
Contact | Narrow down search results to system contacts |
Document | Narrow down search results to documents |
If you selected Contact or Document in the previous step, move to step If you selected Folder in the previous step, see step 6 below.
Select a Folder Scope from the drop-down list. Options are All¸ or you can opt to narrow it down by Case Type. If you select Case Type, see step 7 below. Otherwise move to step 8.
Select a Case Type for the search scope from the drop-down list.
Click Create to create the new search scope. The scope now appears on the Search Scope List and is available to users.