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            Set Up Unified Search Experience for Assessments

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            Set Up Unified Search Experience for Assessments

            To enable users to find both Discovery Framework-based internal assessments and external assessments from a single search bar, set up Unified Search Experience. Users can find Unfied Search Experience in the Assessment Library tab of the Assessment component.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To modify pages: Customize Application
            1. From Setup, in the Quick Find box, enter Discovery Framework and then select General Settings.
            2. Turn on Unified Search Experience for Assessments.
            3. Open the record page where you've added the Assessments component in Lightning App Builder.
            4. Under the Unified Search Fields section, click Add Field.
            5. Select the fields that you want to display in the unified search results. You can select from OmniProcess, External Assessment Definition, or fields common to both objects.
            6. Click Done.
            7. Save and activate the page.
            8. If you have MCG assessments enabled, sync the MCG data from an external source to complete the setup for Unified Search Experience.
              1. From Setup, in the Quick Find box, enter Integrated Care Management and then select Integrated Care Management Settings.
              2. Turn on Sync MCG Assessment Data.
              3. Under Integration Definition Name, click Edit and select the integration definition to sync the MCG data. The selected integration defintion pulls the MCG assessment data from the external MCG system to be displayed in the unified search results.
              4. Save your changes.
              5. Under Permission Set, click Edit and select the permission set to use to sync the MCG data.
              6. Save your changes.
              7. To run a manual sync, click Run Sync Now. Always run a manual sync after setting up the integration defintion and permission set for the first time.
             
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