Configure search result export to functionality

Could anybody know how to configure export to excel functionality within Portal? For example, search for an opportunity click Export button. The list of templates appear, but there is only Generated Template. How to extend that list creating additional templates?
many thanks.

Hello,
the assignment of templates is done in customizing.
CRM customizing -> Basic functions -> Content Management -> Assign
Document Template Profile to Application.
Unfortunately the assignment can not be done on business object level
but only on PCUI application level.
In above mentioned case you have to assign your template profile to
CRMD_BUS2000111.
Regards,
Fred

Similar Messages

Configure search results to display only this site

HI
when i search anything in my publishing site the search results display from all sites in sharepoint farm.
how i configure search results to display only this site:
i found there is no option in sitesettings>searcscopes
and i created a custom search results page.
adil

Hi adil,
For your issue, you can go to Site Settings -> Site Collection Administration -> Search Settings -> set "Site Collection Search Dropdown Mode" to "Show scopes dropdown":
Best Regards,
Eric
Eric Tao
TechNet Community Support

How to configure search results web part to display results only after a query is generated from user?

Hi All,
I am crawling documents from a file server. I created a new content source and crawled the documents. All documents are crawled successfully.
Then I went to my enterprise search center site collection and created a new result source. I have added the query to use above content source.
After that, on a page I am trying to configure the search results web part to display documents using this result source. Now the problem is:
It displays all the documents that are crawled without searching for anything. I mean first it should not display any results. If a user searches for something , then according to that search it should display results.
Any idea how to do this in the web part? I am using SharePoint 2013 on premise enterprise edition. No code. Totally OOTB.

Hi Mohan,
What did you use for the Query text in the result source?
I could reproduce this issue when I used Query text like: {searchTerms} Path:”http://sps2k13sp/sites/First/Shared%20Documents”
Then I changed the Query to
{?{searchTerms}
Path:"http://sps2k13sp/sites/First/Shared%20Documents"}
, then Search result web part didn’t return results without searching.
So , check your result source, and use the Query like the above(adding "{?...}").
I hope this helps.
Thanks,
Wendy
Wendy Li
TechNet Community Support

Search results webpart

Hi,
I am looking to configure "Search Results webpart" to display items that are currently checked out by the current logged in user. I want the results to be shown from the current site.
Can you please list steps to configure the result sources and property filters to achieve the same.
techie

Hi techie,
This behavior can be altered in Document Library Settings ->
Versioning Settings -> Draft Item Security
Select the option Any user who can read items.
This will allow all users to see draft items including the crawling account.
Reference:
https://support.microsoft.com/kb/2304855?wa=wsignin1.0
Thanks,
Eric
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Eric Tao
TechNet Community Support

Export PCUI search result to Excel over Context Menu / right mousebutton

Hello
I am using CRM 5.0 and PCUI
I want to export the search result into Excel, on Servicetickets (BUS2000116). When i press the right mousebutton on the searchresult, I get the option Export to Microsoft Excel.
When i choose this option, Excel opens and i get the error message "Unable to open ......./mainDH.do. The Internet site reports that a connection was established but the data is not available."
and the cell A1 says ExternalData_1.
In Thread Export PCUI search result to Excel, Manuel Rodriguez told "Standard Export to excel is avaible in PCUI 5.0 and dont works in PCUI 4.0.". But I still can't make it work.
Anybody an Idea how I can do it work ???
Best regards
Thomas

Hi Thomas,
you should not use the right click and Export to Excel. I think this is a functionality of Internet Explorer for HTML Tabes. Using that functionality you will only get the actual table exported. Do you see the Button "Download" in the Toolbar? That's the export to Excel functionality introduced in CRM 5.0.
Regards
Gregor

Display Like and Share functionality in SharePoint 2013 search result

Hello Experts,
I dont Know whether i am asking a good question or bad one . but i am not very much expert in search.
I have to display No of Likes , Share functionality in SharePoint Search Results.
i know little basic about how display templates works. i want to implement these like and share functionality as actions in Item_common_hoverpanel_Actions template. show that i can see in preview.
please if any body can help me . i will be highly thankful to you.
Mukesh

This will be difficult. The number of likes has a managed property called LikesCount but it is not populated by the search crawler. So your JavaScript will have to read the "LikesCount" field of the corresponding list item. That would be a
lot of code to execute in the item display template just to display the number of likes. You could have a button that displayed a callout that would get the information and display it. The Sharing could be done via JavaScript in your item display template
using a REST call. You can see an example of code to do that here:
http://sharepointfieldnotes.blogspot.com/2014/09/sharing-documents-with-sharepoint-rest.html?showComment=1428595550241#c3227376854590814312
Just remember the user must have permission to share these documents, so your code will have to handle this.
Blog | SharePoint Field Notes Dev Tools |
SPFastDeploy | SPRemoteAPIExplorer

How can I configure Robohelp to display search results in DHTML drop-down hotspots?

Hello. We designed our online help using drop-down hotspots (this look is much cleaner to us). Problem is, when a user searches for something and clicks the Search results topic page to find the information, the topic page displays, but does not expand the drop-down hotspot to show the exact location of the searched item. Is there a JavaScript or some other solution to get the DHTML hotspot to expand, showing the information? Thanks.

Step 5: Add the code from the supplied text file to the top whtopic.js.
Do I add the code at the very beginning, before // WebHelp 5.10.005 ?
I'm asking because I followed the steps and it did not work.
FWIW, I am also using the Twisties function in Robohelp (via the drop-down hotspot style file).
Thanks.

Search result functionality

Hello everybody,
I don't understand the following functionality on Search Results;
When I try to find an Activity for a certain BP (Get: Partner and I fill in a name and I press Go) the systems returns one Activity (detailed). But when I now press Go again the systems gives me a list of al Activities for this BP.
I think the "list"result is logicall but the result of only 1 Activity in detail is not.
Can someone explain why this occurs and if it's is possible to deactivate the "1 Activity in detail" result?
Thanks in advance!
Regards,
Joost Goudriaan

Hello Joost,
I think I have the same or a related problem. When I open the activities application in PCUI and start some search (no matter what the search criteria or if I use advanced or simple search) the system returns one activity in detail mode. This activity seems to be in my favorites list (cannot edit favorites due to system customizing here), and I also think it has a very low id.
Anyway, if I now press Go again, it will always correctly display a result list for any consecutive search from now on. When I close the window again and open a new one, the same behavior shows - first only one result, then a list.
This is a CRM 4.0 system, patch level 62058 resp. 40010.
This seems more like a bug in the application framework to me, but I have not yet debugged it.
Regards
Thomas

Can we export search results in PDF format in OAF?

Hi,
Can we export search results in PDF format using export button in OAF?

No. Only CVS format is supported right now.
--Shiv

PCUI search result print functionality not working

Hello Gurus!!
The print functionality in search result doesn't seem to be working.. Is it not standard ? Please guide me with the steps in getting this work.
Thank you
Sreesanth

Btw, I'm on CRM5.0.

When "Use Google Instant", "Open search results in a new browser window." does not function.

In the "Google Search Setting", if select "Do not use Google Instant", then the selected search result of Google Search will be displayed in a new window, but if "Use Google Instant", the selected result will replace Google Search window. This problem does not exist when using Chrome Browser.

That does what it says - even if Google tells the browser to open the page in a new window, you have told Firefox to ignore that and open it in a new tab. Uncheck the box and you should get the result you want.

Organize search results in spotlight's finder search function ?

Hello.
The search results in the finder search window (cmd-f from within finder)—is there a way to organize them just like the files in any finder window (name, date, size, kind … ) ?
(I guess I should add that I of course know there is some organization offered by the sideboard on the right in the actual spotlight window. But this one offers other and in may cases less effective criteria.)
Would be very useful. Thanks a lot.
n.
Titanium PowerBook G4 / 1,67 MHz Mac OS X (10.4.7)

If the ⌘F search results are in a "brushed metal" window in the "Finder", the window should have buttons for "Icon" and "List" view near the top left edge, just like a regular "Finder" window (unless you have customized your "Finder" toolbar to remove those buttons). Switching to "List" view should allow the full choice of sort criteria to be selected from "View Options" (⌘J).
If the window is in "aqua" mode (no toolbar or sidebar), it is still possible to switch to "List" view from the menu bar - "View" > "as List" (⌘2).

ADFS SSO and SharePoint 2013 on-premise Hybrid outbound search results from SharePoint Online - does it work?

Hi,
I want to setup an outpund hybrid search for SharePoint 2013 on-premise to SharePoint Online.
But I'm not shure if this works with ADFS SSO.
Has somebody experience with this setup?
Here's my guide which I'm going to use for this installation:
Introduction
In this post I'll show you how to get search results from your SharePoint Online in your SharePoint 2013 on-premise search center.
Requirements
User synchronisation ActiveDirectory to Office 365 with DirSync
DirSync password sync or ADFS SSO
SharePoint Online
SharePoint 2013 on-premise
Enterprise Search service
SharePoint Online Management Shell
Instructions
All configuration will be done either in the Search Administration of the Central Administration or in the PowerShell console of your on-premise SharePoint 2013 server.
Set up Sever to Server Trust
Export certificates
To create a server to server trust we need two certificates.
[certificate name].pfx: In order to replace the STS certificate, the certificate is needed in Personal Information Exchange (PFX) format including the private key.
[certificate name].cer: In order to set up a trust with Office 365 and Windows Azure ACS, the certificate is needed in CER Base64 format.
First launch the Internet Information Services (IIS) Manager
Select your SharePoint web server and double-click Server Certificates
In the Actions pane, click Create Self-Signed Certificate
Enter a name for the certificate and save it with OK
To export the new certificate in the Pfx format select it and click Export in the Actions pane
Fill the fields and click OK Export to: C:\[certificate
name].pfx Password: [password]
Also we need to export the certificate in the CER Base64 format. For that purpose make a right-click on the certificate select it and click on View...
Click the Details tab and then click Copy to File
On the Welcome to the Certificate Export Wizard page, click Next
On the Export Private Key page, click Next
On the Export File Format page, click Base-64 encoded X.509 (.CER), and then click Next.
As file name enter C:\[certificate
name].cer and then click Next
Finish the export
Import the new STS (SharePoint Token Service) certificate
Let's update the certificate on the STS. Configure and run the PowerShell script below on your SharePoint server.
if(-not (Get-PSSnapin "Microsoft.SharePoint.PowerShell" -ErrorAction SilentlyContinue)){Add-PSSnapin "Microsoft.SharePoint.PowerShell"}
# set the cerficates paths and password
$PfxCertPath = "c:\[certificate name].pfx"
$PfxCertPassword = "[password]"
$X64CertPath = "c:\[certificate name].cer"
# get the encrypted pfx certificate object
$PfxCert = New-Object System.Security.Cryptography.X509Certificates.X509Certificate2 $PfxCertPath, $PfxCertPassword, 20
# import it
Set-SPSecurityTokenServiceConfig -ImportSigningCertificate $PfxCert
Type Yes when prompted with the following message.
You are about to change the signing certificate for the Security Token Service. Changing the certificate to an invalid, inaccessible or non-existent certificate will cause your SharePoint installation to stop functioning. Refer
to the following article for instructions on how to change this certificate: http://go.microsoft.com/fwlink/?LinkID=178475. Are you
sure, you want to continue?
Restart IIS so STS picks up the new certificate.
& iisreset
& net stop SPTimerV4
& net start SPTimerV4
Now validate the certificate replacement by running several PowerShell commands and compare their outputs.
# set the cerficates paths and password
$PfxCertPath = "c:\[certificate name].pfx"
$PfxCertPassword = "[password]"
# get the encrypted pfx certificate object
New-Object System.Security.Cryptography.X509Certificates.X509Certificate2 $PfxCertPath, $PfxCertPassword, 20
# compare the output above with this output
(Get-SPSecurityTokenServiceConfig).LocalLoginProvider.SigningCertificate
[/code]
## Establish the server to server trust
[code lang="ps"]
if(-not (Get-PSSnapin "Microsoft.SharePoint.PowerShell" -ErrorAction SilentlyContinue)){Add-PSSnapin "Microsoft.SharePoint.PowerShell"}
Import-Module MSOnline
Import-Module MSOnlineExtended
# set the cerficates paths and password
$PfxCertPath = "c:\[certificate name].pfx"
$PfxCertPassword = "[password]"
$X64CertPath = "c:\[certificate name].cer"
# set the onpremise domain that you added to Office 365
$SPCN = "sharepoint.domain.com"
# your onpremise SharePoint site url
$SPSite="http://sharepoint"
# don't change this value
$SPOAppID="00000003-0000-0ff1-ce00-000000000000"
# get the encrypted pfx certificate object
$PfxCert = New-Object System.Security.Cryptography.X509Certificates.X509Certificate2 $PfxCertPath, $PfxCertPassword, 20
# get the raw data
$PfxCertBin = $PfxCert.GetRawCertData()
# create a new certificate object
$X64Cert = New-Object System.Security.Cryptography.X509Certificates.X509Certificate2
# import the base 64 encoded certificate
$X64Cert.Import($X64CertPath)
# get the raw data
$X64CertBin = $X64Cert.GetRawCertData()
# save base 64 string in variable
$CredValue = [System.Convert]::ToBase64String($X64CertBin)
# connect to office 3656
Connect-MsolService
# register the on-premise STS as service principal in Office 365
# add a new service principal
New-MsolServicePrincipalCredential -AppPrincipalId $SPOAppID -Type asymmetric -Usage Verify -Value $CredValue
$MsolServicePrincipal = Get-MsolServicePrincipal -AppPrincipalId $SPOAppID
$SPServicePrincipalNames = $MsolServicePrincipal.ServicePrincipalNames
$SPServicePrincipalNames.Add("$SPOAppID/$SPCN")
Set-MsolServicePrincipal -AppPrincipalId $SPOAppID -ServicePrincipalNames $SPServicePrincipalNames
# get the online name identifier
$MsolCompanyInformationID = (Get-MsolCompanyInformation).ObjectID
$MsolServicePrincipalID = (Get-MsolServicePrincipal -ServicePrincipalName $SPOAppID).ObjectID
$MsolNameIdentifier = "$MsolServicePrincipalID@$MsolCompanyInformationID"
# establish the trust from on-premise with ACS (Azure Control Service)
# add a new authenticatio realm
$SPSite = Get-SPSite $SPSite
$SPAppPrincipal = Register-SPAppPrincipal -site $SPSite.rootweb -nameIdentifier $MsolNameIdentifier -displayName "SharePoint Online"
Set-SPAuthenticationRealm -realm $MsolServicePrincipalID
# register the ACS application proxy and token issuer
New-SPAzureAccessControlServiceApplicationProxy -Name "ACS" -MetadataServiceEndpointUri "https://accounts.accesscontrol.windows.net/metadata/json/1/" -DefaultProxyGroup
New-SPTrustedSecurityTokenIssuer -MetadataEndpoint "https://accounts.accesscontrol.windows.net/metadata/json/1/" -IsTrustBroker -Name "ACS"
Add a new result source
To get search results from SharePoint Online we have to add a new result source. Run the following script in a PowerShell ISE session on your SharePoint 2013 on-premise server. Don't forget to update the settings region
if(-not (Get-PSSnapin "Microsoft.SharePoint.PowerShell" -ErrorAction SilentlyContinue)){Add-PSSnapin "Microsoft.SharePoint.PowerShell"}
# region settings
$RemoteSharePointUrl = "http://[example].sharepoint.com"
$ResultSourceName = "SharePoint Online"
$QueryTransform = "{searchTerms}"
$Provier = "SharePoint-Remoteanbieter"
# region settings end
$SPEnterpriseSearchServiceApplication = Get-SPEnterpriseSearchServiceApplication
$FederationManager = New-Object Microsoft.Office.Server.Search.Administration.Query.FederationManager($SPEnterpriseSearchServiceApplication)
$SPEnterpriseSearchOwner = Get-SPEnterpriseSearchOwner -Level Ssa
$ResultSource = $FederationManager.GetSourceByName($ResultSourceName, $SPEnterpriseSearchOwner)
if(!$ResultSource){
Write-Host "Result source does not exist. Creating..."
$ResultSource = $FederationManager.CreateSource($SPEnterpriseSearchOwner)
$ResultSource.Name = $ResultSourceName
$ResultSource.ProviderId = $FederationManager.ListProviders()[$Provier].Id
$ResultSource.ConnectionUrlTemplate = $RemoteSharePointUrl
$ResultSource.CreateQueryTransform($QueryTransform)
$ResultSource.Commit()
Add a new query rule
In the Search Administration click on Query Rules
Select Local SharePoint as Result Source
Click New Query Rule
Enter a Rule name f.g. Search results from SharePoint Online
Expand the Context section
Under Query is performed on these sources click on Add Source
Select your SharePoint Online result source
In the Query Conditions section click on Remove Condition
In the Actions section click on Add Result Block
As title enter Results for "{subjectTerms}" from SharePoint Online
In the Search this Source dropdown select your SharePoint Online result source
Select 3 in the Items dropdown
Expand the Settings section and select "More" link goes to the following URL
In the box below enter this Url https://[example].sharepoint.com/search/pages/results.aspx?k={subjectTerms}
Select This block is always shown above core results and click the OK button
Save the new query rule

Hi Janik,
According to your description, my understanding is that you want to display hybrid search results in SharePoint Server 2013.
For achieving your demand, please have a look at the article:
http://technet.microsoft.com/en-us/library/dn197173(v=office.15).aspx
If you are using single sign-on (SSO) authentication, it is important to test hybrid Search functionality by using federated user accounts. Native Office 365 user accounts and Active Directory Domain Services
(AD DS) accounts that are not federated are not recognized by both directory services. Therefore, they cannot authenticate using SSO, and cannot be granted permissions to resources in both deployments. For more information, see Accounts
needed for hybrid configuration and testing.
Best Regards,
Eric
Eric Tao
TechNet Community Support

Sorry, something went wrong - Open Office File from Search Results Page with Office Web Apps

Hi,
I'm getting "Sorry, something went wrong" error when I'm trying to open any office document from inside Search Results Page with Office Web Apps, the same error is appearing in the document preview as well.
The error in SharePoint logs says that the file cannot be found.
Please note that this error is coming only when the "Filename" of the document is not written in English (in my case its written with Arabic characters).
If I try to open it from the document library, its opening properly with no errors.
The only difference between two URLs (document URL in Search Results and in Document Library) is the value for "sourcedoc" attribute;
In the case of Search Results page, the filename in "sourcedoc" attribute is kept as is with Arabic characters.
While in the Document Library, the filename in "sourcedoc" attribute is converted into different characters (something like: "B9%D9%85%D9%8").
Anybody have an idea on how to overcome this issue, implement a workaround or modify the "sourcedoc" behavior?
Thanks in Advance.
Hamza AlSughier

Dear Wendy,
Thanks for your efforts, I already tried your last suggestion before, but this didn't solve my problem.
Actually my end users are accessing this portal using ADFS and HTTPS.
Finally I got this solved, I have done below to get my overall solution working perfectly:
- First I have configured Windows Authentication and ADFS Authentication on the same zone which is the default zone.
- The issue when opening office documents with Arabic file name has disappeared as a result of first change.
- Then I have faced an issue where we are not able to crawl content under Default zone, however we have to do so, after too many efforts, I found that its related to the Load-balancer/proxy, I have made the crawler server
to crawl himself (http://CrawlServerName:PortNumber).
- Also a change on Alternate Access Mapping was needed, I have set one of the extended zones (which is running Windows Authentication only) as Internal URL for the Default Zone, and this is was the URL I used for Crawling.
I have configured Server Name Mappings to make sure we got proper URLs in Search Results.
- Then we faced another issue, which is Authentication selection on login page (How to bypass this page, and authenticate using ADFS auto), I used this solution (Set Custom Sign In Page):
http://0ut0ftheb0x.wordpress.com/2014/01/04/skip-the-authentication-selection-page-at-_logindefault-aspx-in-a-mixed-authentication-environment/.
- I faced one more issue as a result of above workaround; Sign Out functionality wasn't working well; users get logged in automatically whenever I click on Sign Out. I solved this by modifying the "Sign Out" Control under _layouts;
I made it to redirect users to ADFS Sign Out Page instead of SharePoint Sign Out Page (I know its not recommended, but I don't have any other option).
Hamza AlSughier

Error in saving search result in MDS application

Hi All
I'm developing a ADF customizable web appicatoion using jdeveloper 11.1.2.0
It works fine when I deploy this application to metadata repository, but when I Save a search result in search panel it gives following error "You do not have permission to replace this search"
This is my configuration in ADF-Config file
<persistence-config>
<metadata-namespaces>
<namespace metadata-store-usage="MAR_TargetRepos" path="/pages"/>
</metadata-namespaces>
<metadata-store-usages>
<metadata-store-usage default-cust-store="true" deploy-target="true" id="MAR_TargetRepos">
<metadata-store class-name="oracle.mds.persistence.stores.db.DBMetadataStore">
<property value="mds-csd" name="repository-name"/>
<property value="jdbc/mds/csd" name="jndi-datasource"/>
<property value="owsm" name="partition-name"/>
</metadata-store>
</metadata-store-usage>
</metadata-store-usages>
</persistence-config>
Please help me to resolve this error

Hi,
you are trying to change a system search, which is not allowed for customization. You can save custom searches in MDS but not override system searches
+"Query component now support the overriding the saved search functionality. When user click on the "Save..." button, "Create Saved Search" dialog comes up with name field populated with the currently selected saved search. If user enters a "System Search" name and click OK button, a error dialog stating "You do not have permission to replace this search:" is shown. If user enters an already existing saved search name then a warning dialog stating "Replace existing search:" is shown. On clicking OK existing search is replaced with the new definition. If a name that is not already present in the saved-search list is provided, a new search with the given name is created. For this a new event QueryOperationEvent.Operation.OVERRIDE is added.+
+Query component now allows the deletion of saved-search which is currently active search in the query-panel. When user deletes currently active saved-search, we set the first search from system-search list as the currently active search, and refresh the query-panel when "Personalized Saved Search" dialog is closed. "+
http://jdevadf.oracle.com/adf-richclient-demo/docs/release-notes.html
Frank

Configure search result export to functionality

Similar Messages

Maybe you are looking for