Global search bar

Overview

The global search bar enables a scheduler to quickly perform a global search for jobs or resources.

Use the global search bar

The global search bar can be found in the top right corner of any console:

The global search bar will search for jobs, activities, resources, accounts, and contacts. Matching results are shown in tabs for each of these categories.

Search for jobs

The global search bar uses job names and job descriptions when it searches for jobs. The search is dynamic and the results update as you change the search term.

To find a specific job in the Skedulo web app, do the following:

1. In the global search bar, enter a term that is found in the job name or description.
2. Click Jobs to navigate to the Jobs tab, if required. Jobs that match the search term show under the Jobs tab in the search results, with the search term underlined in the results. The search bar can return twenty jobs at a time and display in descending order by name.
3. Click the search result that you are looking for to navigate to the job details page.

Search for an activity

The global search bar uses activity record names when it searches for activities. The search is dynamic and the results update as you change the search term.

To find a specific job in the Skedulo web app, do the following:

1. In the global search bar, enter a term that is found in the activity’s name.
2. Click Activities to navigate to the Activities tab, if required. Activities that match the search term show under the Activities tab in the search results, with the search term underlined in the results.
3. Click the search result that you are looking for to navigate to the Activity record page.

Search for a resource

The global search bar uses resource names (first and last name) when it searches for resources.

To find a specific resource in the Skedulo web app, do the following:

1. In the global search bar, enter a term that is found in the resource’s first (given) or last (family) name.
2. Click Resources to navigate to the Resources tab, if required. Resources that match the search term show under the Resources tab in the search results, with the search term underlined in the results. The search bar can return twenty resources at a time and will display them in ascending alphabetical order.
3. Click the search result that you are looking for to navigate to the resource record page.

Search for an account

The global search bar uses account record names when it searches for accounts. The search is dynamic and the results update as you change the search term.

To find a specific account in the Skedulo web app, do the following:

1. In the global search bar, enter a term that is found in the account’s name.
2. Click Accounts to navigate to the Accounts tab, if required. Accounts that match the search term show under the Accounts tab in the search results, with the search term underlined in the results.
3. Click the search result that you are looking for to navigate to the account’s record page.

Search for a contact

The global search bar uses contact record names when it searches for activities. The search is dynamic and the results update as you change the search term.

To find a specific contact in the Skedulo web app, do the following:

1. In the global search bar, enter a term that is found in the contact’s name.
2. Click Contacts to navigate to the Contacts tab, if required. Contacts that match the search term show under the Contacts tab in the search results, with the search term underlined in the results.
3. Click the search result that you are looking for to navigate to the contact’s record page.

Clear the search box

The search term and results persist, even if you navigate away. This makes it easier to view other search results without entering the term again.

To clear the search term, click the x on the right of the search box.

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