Configure automatic filtering
- Select Enable Automatic Filtering check box to enable automatic filtering.
- Select Users can turn off automatic filtering check box if you want to provide your agents the option to turn off automatic filtering and search the entire knowledge base. This enables Auto filter results option for agents on knowledge search control.
- Select Add Filter to define filtering of knowledge articles on case subject or any other lookup field.
- Select Set to save the properties. Note Ensure that Relevance search is enabled for automatic filtering to work. The Knowledge Article attribute must be added to the Knowledge Article Quick Find View. Ensure Source Entity Attribute is present on the form.