Answers Search Config - Search related location information

Search Best Practices - Search Configuration
1

I’m setting up professionals for retail bank and their MLOs/professional work out of multiple locations. I created a custom entity lookup (c_relatedBranches) while using their primary location for the OOB address. I also have a custom “Location City” field (c_locationcity) to help with the search quality while using an embedded field. I know we can’t use the related location addresses for Answers, but was hoping to use the custom city field to surface professionals when the specific city for a related branch is mentioned in the query (I.e. “MLOs near Englewood”). When I try to add the related branches location city field to the search config, it says it’s an invalid config, although if I just change it to .name it works. thoughts or the best way to config this?

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2

Hi Tim,

You can only use the related entities name for searchable fields. You can read about linkedEntity.name in this module: Vertical Searchable Fields | Hitchhikers.

Thanks,
Liz

3

Thanks Liz!

To address the use case, would you move the additional locations to a text list with just the location city and state? They don’t want duplicate entities for the MLOs as we would typically do with listings.

4

Hi Tim,

This is something we typically figure out as part of the implementation and is dependent on a number of different factors. Are you building a demo or a production-level experience?

Thanks,
Liz

5

Its for an AFT (Investors) that I’m shadowing Brian W. on. I’ll sync up with him and get the necessary guidance internally if necessary. Thank you.