The Compliance Tracker 365 PnP Modern Search Extension allows you to insert user profile terms into search queries to filter results.

This enables queries to:

• Target only mandatory content
• Target only optional content
• Target personally assigned content for reading
• Or filter any content containing a matched profile term (useful for showing all relevant content, regardless of tagging)

🛠️ Steps to Add Profile Terms into a Query

1. Register Extensibility Libraries

• In the Search Results web part, navigate to the last page of the properties panel.

• Enter the following details and click Save:

  • Name: CT365
  • Manifest GUID: 626583b8-7f47-429d-9d10-238a524a1b70
  • Enable: On

  
  

2. Configure Query Modifiers

• Go to the Available Connections tab.
• Under Custom Query Modifiers, click Configure query modifiers.
• Enable the CT365 Profile Replacer and click Save.

3. Set Profile Term

• Scroll to the bottom of the pane.
• Update the Profile Term with one of the following options:
  • CT365-Mandatory
  • CT365-Optional
  • CT365-Raw
  • CT365
  • CT365-Personal

4. Verify Query Template

• On the first page of the web part panel, check that the Query Template includes:

  {searchTerms}
  

User Profile Service integration (DEPRECATED AS OF V5)

Profile terms can be also be added to a CT365-UserProfile property in the User Profile Service (UPS) which can then be used by other processes, including search. This option is less flexible than the Custom Query modifier when using the PnP Modern Search web parts but it is more accessible to other systems should it need integration.