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Global search

The search box in the top bar looks across the whole workspace: cases, processes, and administration records. It does not need a particular area to be open.

  1. Select the top bar and type at least 2 characters.
  2. Press Enter. Typing alone does not start the search and does not change the centre panel.
  3. Results open in the centre panel, grouped in tabs: Home, Designer, and Admin, with Home selected first.
  4. Select a result to open it.

Each tab shows how many results it contains, and the number matches the list. No item in the sidebar is highlighted while you are looking at results.

Tab Contains Selecting a result
Home Cases Opens the case in the modern workspace
Designer Processes Opens that process in Designer
Admin Users, groups, departments, and roles Opens the corresponding record

Too short or empty searches

  • One character: the search does not run and the box asks for at least 2 characters.
  • A term with no matches: each tab says that nothing was found, for example No results found in Home.
  • Clear search empties the box and returns you to the screen you were on before searching.

No technical errors or browser alerts appear in either case.

  • Navigation — the top bar and the rail.
  • Inbox — the list you are most likely to search.