Searching Across Application

Searching Across Processes
How to search on "Processes" tab

In the search field (1) located on header of "Processes" tab, type the whole or part of search criteria, that you're looking for.  Click "Search" button (2) or select "Deep Search" option (3).

"Search" finds requested data in process names only.

"Deep search" finds requested data in whole process configuration (fields, actions, steps, connectors, etc.)

From the search results listed, click on the process that matches and process builder page will be opened.

In case of "Deep search" section "Search" of process builder will be opened with list of search results.

How to search on "Process details" page

The search field located (4) on right side of "Records" subtab of "Process details" page is looking for requested records.  Type the whole or part of search criteria, select state of record (available for version 5.0) and click on "Search" button (5).

How to search on  "Processes builder"

Open left sidebar section "Search" (1).

Type the whole or part of search criteria in search field. Click on loop icon to search requested data.

From the search results listed (2), click on the one that matches to open location.  Tooltip (3) helps to see fields with requested data.

Searching Across Forms
How to search on "Forms" tab

In the search field (1) located on header of "Forms" tab, type the whole or part of search criteria, that you're looking for.  Click "Search" button (2) or select "Deep Search" option (3).

Search will be performed in all folders independently on folder you are searching in.  

"Search" finds requested data in form names only.

"Deep search" finds requested data in whole form configuration (fields, actions, events, variables, etc.)

From the search results listed, click on the form that matches and form builder page will be opened.

In case of "Deep search" section "Search" of form builder will be opened with list of search results.

How to search on "Form builder"

Open right sidebar section "Search" (1).

Type the whole or part of search criteria in search field (2). Click on loop icon (3) or free space under field to get search result.

From the search results listed, click on the one that matches to open location.  Tooltip (4) helps to see fields with requested data.

Searching Across Actions and Action Groups

Select Actions or Action Groups for searching (1).

In the search field (2) located on header of "Actions" tab, type the whole or part of search criteria, that you're looking for.  Click "Search" button (3) or select "Deep Search" option (4).

Search will be performed in all folders independently on folder you are searching in.

"Search" finds requested data in Actions/Action Groups names only.

"Deep search" finds requested data in whole Actions/Action Groups configuration (fields, conditions, variables, etc.)

Searching Across Dashboards

No search feature on Dashboards (except Global Search). You should use filters instead.

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