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Learn how to create and configure a Search Category for Insights in PeopleTools 8.61. This step-by-step guide helps you organize search definitions, enable contextual analytics, and improve real-time data access in PeopleSoft.
In PeopleTools 8.61, Insights provides a powerful mechanism to surface relevant data directly within the user interface. One of the key capabilities introduced with Insights is the ability to search for data or analytics and display them in context through the Search Framework. To facilitate this, you may need to create or configure a Search Category specifically designed for Insights.
A Search Category organizes search definitions and makes it easier for users to find and retrieve insights from structured or unstructured data. This guide walks you through the steps to create a new Search Category for Insights in PeopleTools 8.61.
Before creating a Search Category, ensure that the data you want to surface as insights is prepared and indexed. This data can come from several sources such as:
Make sure that your data source is configured and available for search indexing.
Fig.1.1:
Search Definitions are key to creating a Search Category. These definitions are how PeopleSoft determines what data to index.
>> Select your record definition or query that contains the data.
>> Define search keys, attributes, and filters that align with your insight’s data.
>> Choose Indexing Options based on whether your data needs to be incrementally or fully indexed.
Fig.1.2:
Once you have your search definition, the next step is to create a Search Category.
>> Name your search category (e.g., INSIGHTS_SEARCH_CAT).
>> Assign a Description for easy identification (e.g., “Insights Search Category”).
>> In the Search Definitions section, add the search definitions that are relevant to your insights.
>> For example, if your search definition indexes BI Publisher reports or Pivot Grid data, add those definitions to this category.
In PeopleTools 8.61, Insights often have Related Actions that allow users to take action directly from the search result.
>> Define actions such as View Details, Drill-down to Analytics, or Open in Pivot Grid.
>> Associate these related actions with your Search Category.
After creating the search definition and category, you need to index the data.
Fig.1.3:
Now that your Search Category is created, you can either create Search Pages where users can directly query the insights, or you can embed these search capabilities in Fluid Pages or other Insights Panels in PeopleSoft.
Fig.1.4:
Implementing tailored Search Categories for Insights in PeopleTools 8.61 delivers significant functional and strategic benefits across your enterprise. Here’s how your organization can gain value:
Creating a new Search Category for Insights in PeopleTools 8.61 enhances the capability of users to search for and retrieve meaningful, actionable data. By setting up proper search definitions and categories, you allow users to access real-time insights directly within the business processes, improving decision-making and user experience. Following the steps outlined in this guide will ensure that you successfully create and configure Search Categories tailored to your organization’s needs.
Looking to streamline access to real-time analytics and enhance your PeopleSoft experience?
Whether you’re implementing Insights, building custom search categories, or planning a full PeopleSoft upgrade—our experts can help you unlock the full potential of PeopleTools 8.61. From optimizing Search Framework configurations to embedding analytics in Fluid UI, we deliver end-to-end support tailored to your business goals.
Connect with us today to explore how we can elevate your PeopleSoft environment with smarter, search-driven solutions.
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