Configure Dataverse search in portals

Overview

Dataverse search delivers fast and comprehensive search results sorted by relevance in portals. Dataverse search is the same search service used in model-driven apps and other Microsoft Power Platform services built on Microsoft Dataverse. To enable Dataverse search, add the site setting Search/EnableDataverseSearch and set it to true. If this setting is set to false or doesn't exist at all, Lucene.NET search will be enabled instead.

This walkthrough explains how to enable search for the Order Products table in the Northwind Traders sample database, which is available with Dataverse. For more information about sample databases, go to Install Northwind Traders database and apps.

You can follow the walkthrough with a table of your choice by replacing nwind_products with the logical name of your table.

  1. In the Power Platform admin center, select an environment.

  2. Select Settings > Product > Features.

  3. Under Search, set Dataverse search to On.

  4. Select Save.

    Power Platform admin center enabling Dataverse search

Step 2: Add or update search site settings

  1. Sign in to Power Apps.

  2. Ensure that you're in the appropriate environment where your portal exists.

  3. On the left pane, select Apps, and locate the Portal Management model-driven app.

    Opening Portal Management.

  4. Select Portal Management, and then select Site Settings on the left pane.

  5. Create or update the Search/EnableDataverseSearch site setting, and set its value to true.

  6. Create or update the Search/EnableAdditionalEntities site setting, and set its value to true.

  7. Create or update the search/filters site setting, and add the value Products:nwind_products.

Step 3: Create or verify the Portal Search view

Note

The following steps require the Northwind Traders solution to be installed. If you want to use another table, use the appropriate solution or use the Default solution.

  1. Go to Power Apps, and select Solutions on the left pane.

  2. Select Northwind Traders.

    Selecting the Northwind Traders solution.

  3. Search for the Order Product table.

    Select order product table.

  4. Select the Order Product table, and then select Views.

    Selecting table views.

  5. Ensure that you see Portal Search in the views list.

    Portal search view in list of views.

    If the Portal Search view doesn't already exist, do the following:

    1. Select Add view

      Adding a new portal search view.

    2. Enter the name as Portal Search, and then select Create.

      Creating portal search view.

  6. Ensure that the view includes the appropriate columns that you want to use for search. Add additional columns if required.

    Screenshot showing the portal search view with Product Name, Product Code, and List Price columns. As well as option to add columns.

  7. If you edited the view, be sure to select Save, and then select Publish before you continue.

    Save and publish the view.

Step 3: Create table permissions

  1. Sign in to Power Apps.

  2. On the left pane, select Apps, and then select Portal Management.

  3. On the left pane, select Table Permissions.

  4. Select New.

    Creating a new table permission.

  5. Enter the name as Northwind Products Read All, and then select the appropriate Access Type and the Read privilege.

    For this example, the Global access type is provided to the nwind_products table.

    Configuring global read permission.

    Note

    The Global access type will provide access to all records of the nwind_products table to related contacts of the associated web role (Authenticated Users web role will apply to all logged in portal users). Consider your data security requirements and choose other access types to restrict access to data. Please refer to Configure security using table permissions for more details.

  6. Select Save & Close.

  7. Select and open Northwind Products Read All.

  8. Scroll down to the Web Roles section, and then select Add Existing Web Role.

    Adding an existing web role to table permissions.

  9. Search for Authenticated Users, and then select Add:

    Add authenticated users.

Step 4: Add a record details webpage

  1. Go to Power Apps, and select Apps on the left pane.

  2. Select More Commands (…) for the portal, and then select Edit to open the portal in Power Apps portals Studio.

  3. From the menu in the upper-left corner, select New Page, and then select the Blank layout for the page.

    Select the blank layout template.

  4. Enter the webpage name as Order Products.

  5. On the left pane, select Components, and then select Form.

    Add a form component to the webpage.

  6. On the right side of your workspace, select Use existing or Create New, choose the View Products form for the nwind_products table, and then set Mode to ReadOnly.

Step 5: Add a site marker for the record details webpage

  1. Sign in to Power Apps.

  2. On the left pane, select Apps, and then select Portal Management.

  3. On the left pane, select Site Marker.

  4. Select New, and then create a new site marker by doing the following:

    1. For Name, enter nwind_products_SearchResultPage.

    2. For Page, select Order Products.

    Create a search results site marker.

Step 6: Verify Dataverse search functionality

  1. Browse to the portal with a user account that has the Authenticated web role assigned.

  2. Go to the search toolbar or the search page, and search for a known record.

    For example, use the search term Northwind Clam Chowder to get the results associated with the nwind_products table.

    Search results on the webpage.

Limitations

  • It isn't possible to boost relevance, search, or filter results by a Dataverse column name that has been configured in the Search/Query site setting.

  • The filter parameter in the searchindex Liquid object won't filter search results.

    For example: {% searchindex query: 'support', filter: ' +statecode:0'%} won't filter any matching search results that don't include statecode:0.

  • Although the Portal Search view can have any operator in a filter, only the following list of operators is applied to query search results:

    • Equals
    • Does not equal
    • Is greater than
    • Is greater than or equal to
    • Is less than
    • Is less than or equal to
  • Related fields defined in the Portal Search view as a filter column or view column aren't supported by Dataverse search and will be ignored.

  • The content of attachments and objects specified in a file type column aren't searched.

Known issues

  • If you switch the site setting Search/EnableDataverseSearch from true to false to disable Dataverse search and re-enable Lucene.NET search, you'll need to go to the Power Apps portals admin center and choose Actions > Restart to restart the portal. If you miss this step, you'll see an error page when you attempt to rebuild the search index and users won't see any search results.

  • When searching for a keyword, you might continuously encounter the message "There was a problem performing the search. Try again." To fix this, restart the portal by opening the Power Apps portals admin center and choosing Actions > Restart.

See also

Use faceted search
File attachment search