To view and modify Search Settings, click on Configure in the Global Navigation bar.
From this window you can:
Configure the Search Pane to display only the fields you want to search on.
Set relative weights for each field in the search calculation.
Set the match score required to consider a result a match.
Set the match score required to display a result.
Add new field types.
To perform a search, you enter search terms in the Search Pane. By default, the search pane contains a search field for every field type in , which can be a long list with many fields you won't be using. Configure the Search Pane to only display the fields you want to search on. Rename the search fields to better reflect your data.
To remove a field from the Search Pane, slide the Display toggle switch to the off position. Click Update to see the results.
When searching for a match, some fields are more important in determining a match than others. For example, the person name is likely more important in determining a match than the location name. Assign each field a value based on its relative importance. By default, the weights are distributed equally among all fields. The weights are the field's relative portion of the final match score which will be calculated from each field's match score.
To rename a field or create a new field, click on Create/Edit Fields at the bottom of the Search Pane Configuration.
Once the match score is calculated for all values in the index, those with scores greater than or equal to the match threshold are highlighted in the search results.
Once the match score is calculated for all values in the index, only those with scores greater than or equal to the display threshold are returned in the search results. If you aren't seeing results you expect, try lowering the display threshold value to return more results.
All fields are assigned a type from the pre-defined set of Field Types. This dialog is where you can add new fields or rename existing field labels to be more meaningful to your organization. The field names are on the left side; the types are on the right side.
Adding a New Field
Enter the name for your field in the blank field on the left.
Select a field type from the drop down field on the right.
The new field will be displayed in the Field Configuration list and, if Display is selected, in the Search Pane as well.
Once you've added a new field, you can map to it when creating a Source Mapping.
If you want to use custom fields in your mapping, add them before importing your data files.