Enabling Search
- Navigate to the backend of the system (e.g.
http://curatorexample.com/backend) and log in if prompted. - Navigate to Settings > Curator > Portal Settings > Features > Usability
- Switch the toggle Search on to enable search
Adding a Search Element to a Page
In addition to the menu search prompt, you can add a dedicated search bar to any page using Page Builder.- Navigate to Content > Pages in the backend of your Curator instance.
- Click New Page or edit an existing page.
- Add a new row element and/or click the Edit Content button (pencil icon) on a row element.
- In the element popup, select Search under the Web Elements tab.
- Optionally, set the Element Title field in the Element Styles section to display a heading above the search bar.
- Optionally, set the Search Placeholder Text field in the Search Settings section to customize the placeholder text shown inside the search input.
The search element on a page only works when the global Search toggle is enabled under
Settings > Curator > Portal Settings > Features > Usability. If the toggle is off, the search element will not
function.
Beta Search
An optional Beta Search mode is now available for portals that need faster or more reliable search. To enable it, follow the steps above to turn on Search, then switch on the Enable Beta Search toggle directly beneath it. Beta Search uses a more powerful search system behind the scenes to deliver quicker and more consistent results than the default experience. You may want to try it if:- Your portal has many dashboards, pages, or files and search feels slow
- You need search to scale reliably as your content library grows
- You prefer more precise results that exactly match what you type
Beta Search is less forgiving of typos or vague terms, so queries should closely match titles, descriptions or
keywords. As this feature is still experimental, behavior may change in future updates.
Content that is searched
The search considers the following components to generate the search results:- Titles
- Descriptions
- Keywords
- From version 2023.02.15 onwards: Text content on pages
<style> and <script> tags is excluded. If you want text to be searchable, it must
exist in the HTML markup itself.
Note: Search results reflect all permissions set on the BI Platforms or by using Restrict Access.
In case you have added dashboards or built content that should not be visible in search results, enable the Hidden
toggle. To hide dashboards navigate to the Misc tab and then in the Discovery section you find the toggle.
To hide other types of content, the toggle is in the details pane.
Changing Search Result Display
Search results show the following components:- Thumbnail (default if none was created/ set)
- Title
- Description (if existing)
- Keywords (if existing and matching the search term; max. 2 - more are indicated by an ellipsis)
- If the result content is favorited or not
Styling Search
Brand your search with the following settings- Add a custom search icon (Available since 2022.11.30)
- Navigate to Settings > Curator > Themes > Styles > Logo and Icons to add your own search icon
- Style the colors of your search results
- Navigate to Settings > Curator > Themes > Search Options (in versions until 2022.09.28: Settings > Curator > Portal Settings > Styles > Search Options) to set the background and text color
- Navigate to Settings > Curator > Themes > Styles > Miscellaneous > Navigation Highlight Color (in versions until 2022.09.28: Settings > Curator > Portal Settings > Styles > Miscellaneous > Navigation Highlight Color) to set the text color on hover
Algorithm Details
Our search applies a fuzzy search algorithm, so search results are intentionally loose so as to help users find the content regardless of minor typos or alternate spellings.