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Configuring search to allow filtering on embedded properties

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Updated on August 25, 2021

By default, full-text search only allows report definitions to filter based on top-level scalar properties. You can configure search to allow filtering based on embedded properties using the indexing/useDataInstances dynamic system setting and invoking search using the pxRetrieveSearchData activity.

  1. Create or edit the indexing/useDataInstances dynamic system setting by performing one of the following actions:
    • To create a setting, go to step 2.
    • To edit an existing setting, go to step 3.
  2. Create a setting by performing the following actions:
    1. In the Dev Studio header, click CreateSysAdminDynamic System Settings.
    2. In the Short description field, enter a description.
    3. In the Owning Ruleset field, enter Pega-SearchEngine.
    4. In the Setting Purpose field, enter indexing/useDataInstances.
    5. Click Create and Open.
    6. In the Value field, enter true.
    7. Click Save.
  3. Edit an existing setting by performing the following actions:
    1. In the navigation panel, click RecordsSysAdminDynamic System Settings.
    2. Use the filter to locate the indexing/useDataInstances setting.
    3. Click the row of the setting.
    4. In the Value field, enter true.
    5. Click Save.
  4. Invoke search by using the pxRetrieveSearchData activity.
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