Workspaces: Global and Advanced Search

Estimated Reading Time:  7 minutes

Overview

Workspaces' Global Search lets you search your company environment at any navigation level. This feature is helpful if you know the name of an element or application but are unsure of its workspace. Global Search has an Advanced Search option. This feature includes filters to narrow down your search. You can also sort all your search results. After finding an element, a breadcrumb shows you where it exists in your environment.

TIP  To quickly access the Search field, press the forward-slash (/) on your keyboard. This is the Search hotkey. When you press this Search hotkey, the Search field opens in a focused state, ready for text entry. This hotkey only works when navigating Workspaces. It won't work if you enter the hotkey in the Module Builder.

What You'll Learn

In this article, you’ll learn how to:

Using Global Search

The Search () feature displays at the top of the page as you navigate Workspaces. You can also access the Search field using the Search hotkey as you navigate Workspaces. You can start a search from any level in Workspaces, and you'll get the same results. The results show workspaces, apps, or app elements that contain the search criteria.

To use Global Search in Workspaces:

1. Click the magnifying glass () at the top right of the page. Or, press the forward-slash (/) on your keyboard. Your most recently updated modules display at the top of the modal.
2. In the Search Environment field, enter all or part of the workspace, app, or element name you want to find. You can also search for a specific module ID.

The matching workspaces, apps, and elements display in a list. As you continue entering characters, the list narrows.

NOTE  Pressing Enter with the Search field blank returns all workspaces, apps, and elements. The icons to the left of the results show you if the result is a workspace, app, workflow, module, or data collection. You can also reference the modified date to help you find the correct item. By default, search results sort by most recently updated workspaces, apps, and elements.

3. Scroll to find the workspace, app, or element.

4. Click the line item to open the workspace, app, or element.
  • Clicking a workspace opens that workspace at the Workspace Level.
  • Clicking an app opens that app at the Application Level.
  • Clicking an app element opens the element in its editing view. This editing view is the App Element Level.

Using Advanced Search

Still can't find what you're looking for? No problem. Let's do a deeper search with the Advanced Search option.

To use the Advanced Search:

1. Click the magnifying glass () at the top right of the page. Or, press the forward-slash (/) on your keyboard.
2. Click Advanced Search at the top of the Search modal.

NOTE  When Advanced Search opens, Unqork retains the search criteria you entered. The matching workspaces, apps, and elements display in a list. 

3. Enter the name of a workspace, data collection, element, or a module ID in the Search Environment field.
4. Click Enter or Return on your keyboard. The result displays automatically.

You can also use the page's filters to narrow your search. These filters include the following:

Filter Description

Type

These radio buttons help to narrow your search to specific workspaces or elements.

Modules

Select this filter to view only your environment's modules.

Workflows

Select this filter to view only your environment's workflows.

Data

Select this filter to view only your environment's reference data.

Applications

Select this filter to view only your environment's applications.

Workspaces

Select this filter to view only your environment's workspaces.

Owner

These checkboxes let you view only workspaces or elements you created or locked.

Created by Me

Select this checkbox to view only workspaces and elements created by you.

Locked by Me

Select this checkbox to view only workspaces and elements locked by you.

Advanced Search Results

After narrowing your search, you can sort the results or perform administrative actions. Use the Sort by drop-down to sort the results by Last Modified, Created Date, or Title. By default, the results sort by Last Modified in ascending order (A-Z). If you select Last Modified again, the results sort in descending order (Z-A).

You can also use the drop-down next to the workspace, application, or element name to display its breadcrumb. For instance, if you open the breadcrumbs for a module, you'll see the application it exists in.

An ellipsis (...) also displays to the far right of each tile. Depending on the type of element you're viewing, you can perform various actions. These actions include:

Option Description

Preview

This option is available for modules, workflows, and applications. It allows you to preview the item in Express View.

Share Settings

This option is available for modules and data collections.

Clicking this link opens the Share Settings modal. This module shows sharing information for this element. Toggling on Share to the Environment shares your module or data collection across your entire environment.

The Share Settings modal also shows the usage of a shared element. You'll see Total Workspaces Shared to and Total Apps Connected.

Duplicate

This option is available for modules and applications. It creates a copy of the module or application.

Move to...

This option is available for modules, data collections, and applications. It moves the module, data collections, or application to another environment or workspace.

Delete

This option is available for modules, data collections, applications, and workflows. It deletes the module, data collection, application, or workflow.

Settings

This option is available with applications, workflows, and workspaces. If selected with a workflow, you can change the Workflow Name and Path. If selected with an application, you can change App Info or Data Settings. App Info includes the App Name and Path and Style. App Info also displays the App Id, App Type, and App Workflow. Data Settings includes toggle fields for Data Versioning and WORM Storage. All are required fields. If selected with a Workspace, you can change the Workspace Name.
Reload

This option is available for a data collection. You can update the updated file used to create the data collection. This option erases existing data. You can only reload your data collection with a CSV file that contains information from the previous schema.

Export

This option is available for a data collection. It creates a CSV file of your data collection.

Data Model

This option is available for applications. It generates a link to your application's data model. Data models are visual representations of an application's data. Like a building has a blueprint, your application has a data model.

Promotion

This option is available for applications. You can promote your application and app elements. First, you'll set a destination promotion environment (required). Then, you'll see general application information and your promotion history. Lastly, you'll select the modules and/or data collections you want to promote.

Export CSV

This option is available for applications. It creates a CSV file that lists component details from your application.

Unshare

This option is available with shared modules and data collections. You can unshare and localize your module or data collection to a single application.