Getting Started with Global Search

Suggestions and Shortcuts

The global search page initially shows navigation suggestions and your navigation shortcuts side-by-side.

1. The left panel shows a default list of navigation suggestions based on typical SuiteProjects Pro usage.

2. The right panel shows your navigation shortcuts. The shortcut list is the same as in the shortcuts menu. For more information about shortcuts, see Shortcuts.

The suggestions and shortcuts are replaced with search results when you start entering a term in the search bar.

Search

You can find what you're looking for using your own language and terms so you don’t have to memorize a hierarchical menu structure.

Enter a term or phrase in the search bar. Matching results show as you type. Parts of the search result entry that match or nearly match the search phrase are emphasized in bold font weight.

Click the search result entry to go to the corresponding page.

Search results include the following information:

1. Object name, settings page title, or create action title.

2. Object type or application (module) icon.

3. Application (module) name. For application settings, the search result entry shows the Administration application icon and the name of the application the settings applies to. For global settings, the search result entry shows "Global | <section>" where <section> is the name of the global settings section.

4. Additional information about the object.

   Click the name of a searchable object in the additional information to go to the page for that object. For example, click the customer name or the project owner name in the search result entry for a project to go to the demographic form for the customer or the employee.

You can search for:

• A navigation menu item (main navigation, create menu and user menu) – For example "timesheets", "create timesheet" or "personal settings".

• A customer, project or employee (resource) record. The following table lists the information you can search in addition to the object name, depending on the type of record you're looking for. Search results include the additional information in the order listed.

  Record type	Information
  Customer	Email, Customer owner, Active
  Employee (Resource)	Employee ID (User ID), Email, City,
  Project	Internal ID, Project stage, Customer, Project owner

  Tip:

  When searching a project by internal ID, the search results may also include other objects matching the integer number. You can include additional information to refine your search if needed.

  Note:

  Information in search entry results show an [inactive] flag next to a customer name, employee name (including for the customer owner and project owner), or project name if the customer, employee or project is not active and you have access to inactive objects.

  Two search result entries are returned for each named employee (resource) if you have access to the information in both the Administration (Employee record, demographic tab) and Resources (Resource record, profile tab) application (one for each navigation path).

The search functionality uses:

• Rotated search hints – The search bar shows hints one after the other until you start entering a term or phrase. You can use these hints as examples to construct your search phrase such as "Create timesheet", for example.

• Rapid type-ahead – As you start entering a term or phrase, the search bar shows a suggested search phrase. Click the suggested search phrase to use it for your search.

• Synonym match – Searching for "new envelope", "add expense report" or "create expense report" returns similar results, for example, because "new", "add" and "create" are synonyms, and "envelope" and "expense report" are also synonyms. This enables you to find what you’re looking for even if you don’t know what it’s called in SuiteProjects Pro.

• Typo-tolerant match – A small error in the search phrase still returns near phrase matches in the search returns.

• Integrated business objects – The type-ahead uses the information from supported record type, and search results are shown as you type

The search results show only the areas and information that you have access to.