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            Filter Search with Rules

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            Filter Search with Rules

            Filter out irrelevant results before your users see them by adding rules to a search configuration. Rules are hidden filters that define the scope of the search results to show. 

            Required Editions

            Available in: Einstein Search in Lightning Experience
            User Permissions Needed
            To use Search Manager: Customize Application AND View Setup
            1. From Setup, in the Quick Find box, enter Search Manager, and then select Query Configurations.
            2. Click a configuration.
              You need a configuration to define rules. See Target a Search Configuration for a Channel.
            3. In the Objects list, select an object. If you already have one or more rules defined, click Add Rule. 
            4. Select a field, operator, and value. 
              To appear in the search results, a result must match every rule. For example, if your users only want to see active cases, define a rule in the Case object. Select the Status field, the Not Equals operator, and the Closed value. 
            5. Save your changes. 

            The rule is immediately applied. 

             
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