Search Configuration Guide

This page describes how you can configure the search configuration.

Contents

Basic usage

ADF support single or multiple search configurations.

For single:

{
    "search": {
        "name": "Application search",
        "query": [
            { "query": "TYPE:'cm:folder' OR TYPE:'cm:content'" }
        ],
        "category": []
    }
}

This configuration considered for searching in the application.

For multiple:

{
    "search": [
        {
            "name": "Application search", 
            "default": "true",
            "query": [
                { "query": "TYPE:'cm:folder' OR TYPE:'cm:content'" }
            ]
        }, 
        {
          "name": "Customer payout", 
            "query": [
              { "query": "TYPE:'cm:folder' OR TYPE:'cm:content'" }
              { "query": "-TYPE:'st:site' AND -ASPECT:'st:siteContainer' AND -ASPECT:'sys:hidden'" }
            ]
        }
    ]
}

You can have arrayed config. At any point in the application only one of this configuration will be used for search.

The one with default considered as default configuration and user should be able to switch to other configuration.

Supported Layouts

ADF support two kinds of search layouts.

  1. Expansion card based layouts

Search expansion layout

  1. Chip based layout

    Search chips layout

The layout is generated for the default/selected search configuration.

Steps involved in search configuration

In the three steps you can specify the search configuration. i.e

1. Identify the search use case
2. find/construct search query
3. Add it in the adf search configuration section

You may find it useful to check out the following resources for background information before customizing the search UI:

Configuration

You can configure the component using the search entry in the app.config.json file. A typical configuration is shown below:

{
    "search": {
        "sorting": {
            "options": [
                { "key": "name", "label": "Name", "type": "FIELD", "field": "cm:name", "ascending": true },
                { "key": "content.sizeInBytes", "label": "Size", "type": "FIELD", "field": "content.size", "ascending": true },
                { "key": "description", "label": "Description", "type": "FIELD", "field": "cm:description", "ascending": true }
            ],
            "defaults": [
                { "key": "name", "type": "FIELD", "field": "cm:name", "ascending": true }
            ]
        },
        "filterQueries": [
            { "query": "TYPE:'cm:folder' OR TYPE:'cm:content'" },
            { "query": "NOT cm:creator:System" }
        ],
        "facetFields": {
          "expanded": true,
          "fields": [
            { "field": "content.mimetype", "mincount": 1, "label": "Type" },
            { "field": "content.size", "mincount": 1, "label": "File Size" },
            { "field": "creator", "mincount": 1, "label": "Creator" },
            { "field": "modifier", "mincount": 1, "label": "Modifier" }
          ]
        },
        "facetQueries": {
            "label": "My facet queries",
            "pageSize": 4,
            "queries": [
                { "query": "created:2018", "label": "Created This Year" },
                { "query": "content.mimetype:text/html", "label": "Type: HTML" },
                { "query": "content.size:[0 TO 10240]", "label": "Size: xtra small"},
                { "query": "content.size:[10240 TO 102400]", "label": "Size: small"},
                { "query": "content.size:[102400 TO 1048576]", "label": "Size: medium" },
                { "query": "content.size:[1048576 TO 16777216]", "label": "Size: large" },
                { "query": "content.size:[16777216 TO 134217728]", "label": "Size: xtra large" },
                { "query": "content.size:[134217728 TO MAX]", "label": "Size: XX large" }
            ]
        },
        "categories": [
            {
                "id": "queryName",
                "name": "Name",
                "enabled": true,
                "expanded": true,
                "component": {
                    "selector": "adf-search-text",
                    "settings": {
                        "pattern": "cm:name:'(.*?)'",
                        "field": "cm:name",
                        "placeholder": "Enter the name"
                    }
                }
            }
        ]
    }
}

The schema.json file for the app config has further details about available settings, values and formats for the configuration options.

Extra fields and filter queries

You can explicitly define the include section for the query from within the application configuration file. This array is a list of extra data fields to be added to the search results:

{
    "search": {
        "include": ["path", "allowableOperations"]
    }
}

You can choose to filter facet field results using 'contains' instead of 'starts with', by using the filterWithContains boolean (default is false):

{
    "search": {
        "filterWithContains": true
    }
}

You can choose to display a reset button by setting the 'resetButton' value to true. This 'clean up' button would make it easier for the final user to remove all bucket selections and all search filtering.

{
    "search": {
        "resetButton": true
    }
}

You can also provide a set of queries that are always executed alongside the user-defined settings:

{
    "search": {
        "filterQueries": [
            { "query": "TYPE:'cm:folder' OR TYPE:'cm:content'" },
            { "query": "NOT cm:creator:System" }
        ]
    }
}

Note that the entries of the filterQueries array are joined using the AND operator.

Sorting

The Sorting configuration section consists of two blocks:

  • options: a list of items that users can select from
  • defaults: predefined sorting to use by default
{
    "search": {
        "sorting": {
            "options": [
                { "key": "name", "label": "Name", "type": "FIELD", "field": "cm:name", "ascending": true },
                { "key": "content.sizeInBytes", "label": "Size", "type": "FIELD", "field": "content.size", "ascending": true },
                { "key": "description", "label": "Description", "type": "FIELD", "field": "cm:description", "ascending": true }
            ],
            "defaults": [
                { "key": "name", "type": "FIELD", "field": "cm:name", "ascending": true }
            ]
        }
    }
}

The properties of the options objects are as follows:

NameTypeDescription
keystringUnique key to identify the entry. This can also be used to map DataColumn instances.
labelstringDisplay text, which can also be an i18n resource key.
typestringThis specifies how to order the results. It can be based on a field, based on the position of the document in the index, or by score/relevance.
fieldstringThe name of the field.
ascendingbooleanThe sorting order defined as true for ascending order and false for descending order

See the Sort element in the ACS Search API for further details.

Categories and widgets

The Search Settings component and Query Builder require a categories section in the configuration.

Categories are used to configure the UI widgets that let the user edit the search query at runtime. Every category is represented by a single Angular component, which can be either a simple one or a composite one.

export interface SearchCategory {
    id: string;
    name: string;
    enabled: boolean;
    expanded: boolean;
    component: {
        selector: string;
        settings: SearchWidgetSettings;
    };
}

The interface above also describes entries in the search.query.categories section for the app.config.json file.

Search Categories

Note: you must provide at least one category field in order to execute the query, so that filters and selected facets are applied.

The Search Filter supports a number of widgets out of the box, each implemented by an ADF component. The selector property specifies which widget is used for a category:

Widget nameSelectorDescription
Check Listcheck-listToggles individual query fragments for the search
Date Rangedate-rangeSpecifies a range f dates that a field may contain
Number Rangenumber-rangeSpecifies a range of numeric values that a field may contain
Radio ListradioSelects one query fragment from a list of options
SlidersliderSelects a single numeric value in a given range that a field may contain
TexttextSpecifies a text value that a field may contain

See the individual Search Widget pages for full details of their usage and settings.

You can also implement your own custom search widgets. See the Search Widget Interface interface page for full details of how to do this.

Widget settings

Each type of widget has its own settings. For example Number editors may parse minimum and maximum values, while Text editors can support value formats or length constraints.

You can use component.settings to pass any information to a widget using the SearchWidgetSettings interface:

export interface SearchWidgetSettings {
    field: string;
    /* allow the user to update search in every change */
    allowUpdateOnChange?: boolean;
    /* allow the user hide default search actions. So widget can have custom actions */
    hideDefaultAction?: boolean;
    /* describes the unit of the value i.e byte for better display message */
    unit?: string;
    /* describes query format */
    format?: string;
    [indexer: string]: any;
}

Facet Fields

{
    "search": {
        "facetFields": {
            "expanded": true,
            "fields": [
                { "field": "content.mimetype", "mincount": 1, "label": "Type" },
                { "field": "content.size", "mincount": 1, "label": "File Size" },
                { "field": "creator", "mincount": 1, "label": "Creator" },
                { "field": "modifier", "mincount": 1, "label": "Modifier" },
                { "field": "created", "mincount": 1, "label": "Created" }
            ]
        }
    }
}

Every field declared within the facetFields group is presented by a separate collapsible category at runtime.

By default, users see only the top 5 entries. If there are more than 5 entries, a button to show more items is displayed to let the user move to the next block of results.

Note: Facet Fields setting can be controlled by passing settings as part the config.

Facet Fields

FacetField Properties

NameTypeDefaultDescription
fieldstringSpecifies the facet field.
mincountnumber1Specifies the minimum count required for a facet field to be included in the response. The default value is 1.
labelstringSpecifies the label to include in place of the facet field.
prefixstringRestricts the possible constraints to only indexed values with a specified prefix.
limitnumberMaximum number of results
pageSizenumber5Display page size
offsetnumberOffset position

Facet Queries

These provide custom categories based on admin-defined facet queries.

{
    "search": {
        "facetQueries": {
            "label": "Facet queries",
            "pageSize": 5,
            "expanded": true,
            "queries": [
                { "query": "created:2018", "label": "Created This Year" },
                { "query": "content.mimetype:text/html", "label": "Type: HTML" },
                { "query": "content.size:[0 TO 10240]", "label": "Size: xtra small"},
                { "query": "content.size:[10240 TO 102400]", "label": "Size: small"},
                { "query": "content.size:[102400 TO 1048576]", "label": "Size: medium" },
                { "query": "content.size:[1048576 TO 16777216]", "label": "Size: large" },
                { "query": "content.size:[16777216 TO 134217728]", "label": "Size: xtra large" },
                { "query": "content.size:[134217728 TO MAX]", "label": "Size: XX large" }
            ]
        }
    }
}

By default, the queries declared in the facetQueries are collected into a single collapsible category. The mincount property allows setting the minimum count required for a facet field to be displayed. By default, only the queries that have 1 or more response entries are displayed at runtime. The component provides a Show more button to display more items if the number of items exceeds the pageSize value.

You can provide a custom label (or i18n resource key) for the default resulting collapsible category. If you need to display more resulting collapsible categories, you can group different facet queries under custom labels by using the group property on those facet queries:

{
    "search": {
        "facetQueries": {
            "label": "Facet queries",
            "pageSize": 5,
            "expanded": true,
            "mincount": 0,
            "queries": [
                { "query": "created:2018", "label": "Created This Year" },
                { "query": "modifier:admin", "label": "Admin modifier" },
                { "query": "content.mimetype:text/html", "label": "Type: HTML", "group":"Type facet queries" },
                { "query": "content.mimetype:image/png", "label": "Type: PNG", "group":"Type facet queries" },
                { "query": "content.size:[0 TO 10240]", "label": "Size: xtra small", "group":"Size facet queries"},
                { "query": "content.size:[10240 TO 102400]", "label": "Size: small", "group":"Size facet queries"},
                { "query": "content.size:[102400 TO 1048576]", "label": "Size: medium", "group":"Size facet queries" },
                { "query": "content.size:[1048576 TO 16777216]", "label": "Size: large", "group":"Size facet queries" },
                { "query": "content.size:[16777216 TO 134217728]", "label": "Size: xtra large", "group":"Size facet queries" },
                { "query": "content.size:[134217728 TO MAX]", "label": "Size: XX large", "group":"Size facet queries" }
           ]
        }
    }
}

Note: settings property used to control UI actions and interaction. i.e

{
    "search": {
        "facetQueries": {
            "label": "Facet queries",
            "pageSize": 5,
            "expanded": true,
            "mincount": 0,
            "queries": [
                { "query": "created:2018", "label": "Created This Year" },
                { "query": "modifier:admin", "label": "Admin modifier" }
            ],
            "settings" : {
                "allowUpdateOnChange": false,
                "hideDefaultAction": true
            }
        }
    }
}

This will result in the following display of the grouped facet queries:

Grouped Facet Queries

The pageSize property allows you to define the number of results to display. Users will see Show more or Show less buttons as appropriate for the result set. The default page size of 5 will be used if you set the value to 0 or omit it entirely.

Facet Queries

Facet Intervals

These provide custom categories based on admin defined ranges inside intervals. You can specify exactly what you want for each interval in the config file and you can use overlapping ranges if necessary.

FacetIntervals Properties

NameTypeDescription
intervalsarraySpecifies the fields to facet by interval.
expandedbooleanToggles expanded state of the facet intervals.

Note: Interval fields setting can be controlled by passing settings.

Note: the sets parameter from the Search API (which sets the intervals for all fields) is not yet supported.

{
    "search": {
      "facetIntervals":{
        "expanded": true,
        "intervals":[
          {
            "label":"TheCreated",
            "field":"cm:created",
            "sets":[
              { "label":"lastYear", "start":"2017", "end":"2018", "endInclusive":false },
              { "label":"currentYear", "start":"NOW/YEAR", "end":"NOW/YEAR+1YEAR" },
              { "label":"earlier", "start":"*", "end":"2017", "endInclusive":false }
            ]
          },
          {
            "label":"TheModified",
            "field":"cm:modified",
            "sets":[
              { "label":"2016", "start":"2017", "end":"2018", "endInclusive":false },
              { "label":"currentYear", "start":"NOW/YEAR", "end":"NOW/YEAR+1YEAR" },
              { "label":"earlierThan2017", "start":"*", "end":"2017", "endInclusive":false }
            ]
          }
        ]
      }
  }
}

You can specify a value for the mincount property inside each intervals item to set the minimum count required for a facet interval to be displayed. By default, only the intervals that have 1 or more response entries are displayed at runtime. Check the schema.json file for further details about the structure and properties of intervals that you can set inside the configuration file.

Each defined intervals item is collected into its own collapsible category identified uniquely by its label. The code snippet just above will result in the following display of facet intervals:

Facet Intervals

Highlight

You can configure highlighting using the search entry in the app.config.json file. An example query for search highlighting could look like this:

{
    "search": {
      "highlight": {
        "prefix": "¿",
        "postfix": "?",
        "mergeContiguous": true,
        "fields": [
          {
            "field": "cm:title"
          },
          {
            "field": "description",
            "prefix": "(",
            "postfix": ")"
          }
    
        ]
      }
  }
}

The example above changes the highlighting prefix and postfix from the default to '¿?' for all fields except the "description" field, which uses '()' instead. The highlight information will then be added in each node entry response. An example partial response is shown below:

"entry": {
    "createdAt": "2016-10-12T15:24:31.202+0000",
    "isFolder": true,
    "search": {
        "score": 1,
        "highlight": [
        {
            "field": "cm:title",
            "snippets": [
                "Customized (Workflow) Process Definitions"
            ]
        },
        {
            "field": "description",
            "snippets": [
                "Customized (Workflow) Process Definitions"
            ]
        }
        ]
    },

See also

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