Search and command palette

Use Search to find items across your workspace. Use the command palette to jump to a screen or run an action.

The new layout is rolling out. A workspace that has not switched yet may still show the older layout with spaces.

Search the workspace

1. Open Search.
2. Type a word or phrase in Search your workspace….
3. Narrow the results with Type, Module, Updated by, or Date.
4. Select a result to open it. Use the arrow keys to move, and press Enter to open.

Search can find records, tables, folders, notes (by title), views, people, and your own time entries.

Search ignores accents. For example, fizetes finds fizetés.

You only see items you can open. SRVO checks your access before it shows results.

Save a search

1. Type your search and set the filters.
2. Enter a name in Search name.
3. Select Save search.

To use a saved search again, select it under Saved searches. To rename or delete it, use its entry in that list.

Open the command palette

1. Press ⌘K on Mac, or Ctrl+K on Windows or Linux.
2. Type a page name or an action.
3. Use the arrow keys, then press Enter.

The palette groups results under Go to (screens) and Actions (things you can do now). It can also find records, files, and people you can open. Some actions only appear when your access allows them.