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Modifying Search KnowledgeBase report options
Answer ID 9910 |
Last Review Date 02/24/2020
How can we customize the Search KnowledgeBase report used in the incident workspace?
Environment:
Customizing the Search KnowledgeBase (KB) report,
Options affect Browser User Interface (BUI) report output display
Oracle B2C Service
Resolution:
The default Search KnowledgeBase (KB) report used within the incident workspace is ID 125. By making a copy of this report and selecting it within the workspace, you can modify the options to change the filtering and output display as needed. Below are a few of those options:
- First, make a copy of the default report
- Open Report Explorer
- Search using Find where ID is 125
- Right-click Copy report
- Save 'Custom Search KnowledgeBase' report in a public folder
- Associate copied report as Search Report in incident workspace
- Identify the incident workspace associated with the profile
- Open the Workspace Designer and open that workspace for edit
- Select Messages tab
- From the Design ribbon, select Search Report
- Within the pop-up window, select the Custom Search KnowledgeBase report
- Select OK and Save changes to the workspace
- Convert Tabular Layout to Record Layout
- Edit the custom report using the Report Designer in the .NET console
- From the Home ribbon, select the layout option desired
- Save workspace to save changes
- Set Column Header visibility in report design
- With report open for edit, go to Page Setup ribbon
- Expand Display field options
- Select Data Display Options tab in pop-up
- Check 'Hide Column Headers' check box
- Select OK and Save changes to workspace
- Set Display More option in report design
- With report open for edit, right-click on any output column heading
- Select Edit Format > Text tab
- In Text Options section, enable 'Display more link when text width exceeds cell width' option
- Select OK and Save changes to workspace
- Set row limit parameter in report design
- With report open for edit, right-click on any output column heading
- Select Edit Format > Alignment tab
- In the Data section, enable 'Wrap Text'
- The 'Limit wrapped text' option will then be available to set the max number of rows text will wrap to
- Select OK and Save changes to workspace
- Set Report Width in report design
- Select Page Setup from the ribbon area
- Expand the Display options
- Select either Best Fit or Fit in Window
- Select OK and Save changes to workspace
For more information on customizing reports within a workspace, refer to Customizing search results and reports in a workspace.
See also:
Customizing the displayed search criteria in the incident editor's 'search knowledgebase' feature
Search KnowledgeBase Report - Read Only