Legacy Interface Editor Overview
- Accessing the Interface Editor
- Making Basic Search Page Customization
- Configuring Search Result Templates
- Customizing the Localization of a Search Interface
- Adding a Contextual Query to the Insight Panel with the Legacy Interface Editor
- Leveraging Custom Context Information in Salesforce with the Legacy Interface Editor
- Adding the Export to Excel Feature
Leveraging Query Pipeline Custom Context Information in Salesforce with the Legacy Interface Editor
This page describes how to add custom pipeline context using the legacy Interface Editor. To learn how to do the same with the newer Coveo Interface Editor, see Adding Pipeline Context to a Search Page Using the Interface Editor.
UserType is Partner and
UserType is Customer) and apply these conditions to thesaurus rules, so that more appropriate synonyms are expanded for each user type.
You can also take advantage of custom context values in query pipeline ranking expressions (see Managing Query Pipeline Ranking Expressions).
To leverage query pipeline custom context information in Salesforce
Open the Interface Editor for your search page or panel (see Accessing the Coveo Legacy Interface Editor in Salesforce).
Depending on the type of search page or panel, in the Interface Editor, click either the Visible or Hidden tab to find and then click the Pipeline context component to add it to the page.
Click the All Components tab to expand the list of all the components (both visible and hidden) present in the page.
In the list of all components, click the Pipeline context component.
In the Pipeline context component configuration panel, add a context information key/value pair:
Click the Add Pipeline Context black bar.
A set of Key and Value boxes appear.
In the Key box, enter a string of your choice to identify the value to pass.
You will use this name later when you will define a query pipeline condition based on this contextual information.
In the Value box, start typing to see matching values such as Salesforce field names or CurrentUrl appearing in a drop-down menu under the box, and then pick the desired one.
Select CurrentUrl to create a query pipeline rule that applies only when the search is performed from a specific Salesforce page, such as from your support page.
Optionally add other key/value pairs.
Click the Draft tab, and then the Publish Draft button to make the changes effective.
Access the Coveo Cloud administration console for the Coveo Cloud Organization to which your search interface is sending queries, and add one or more conditions based on the new Context information (see Managing Query Pipeline Conditions).
Select Context in the first drop-down menu, type your context key, select an operator, and then type the context value.
The condition rule beside is met when the
UserTypecontext value is
Apply the new condition to the desired query pipeline rule such as to a thesaurus rule (see Managing Query Pipeline Rules and Rule Conditions From Tabs).