The Search Bar

Use the Search Bar to see your recently viewed Items and Boards, see your search history, or search for specific Items, Boards, and people. 

 

The search bar is located in the KaiNexus navigation bar.

This tool gives you a quick and easy way to:

• Navigate to your most recently viewed Items and Board
• See your search history
• Search for Items, Boards, or people

Recently viewed Items and Boards

To see your most recently viewed Items and Boards:

• Click into the search field. A drop-down menu will appear, listing your 10 most recently viewed Items and your 5 most recently viewed Boards.
• Click the name of a Board or Item to open it.

Search History

To see your search history:

• Hover over the search field and click the search history icon that appears on the right side of the field.

• A drop-down menu listing your last 15 search terms will open.
  
  • Click one of the listed terms to search by it again.
  • Click Clear History at the bottom of the drop-down to delete your search history.

Search for Items, Boards, or people

To search for an Item, Board, or person:

• Click on the search bar and enter your search term, then hit enter/return or click the magnifying glass icon to search.
• The Search window will open. By default, all Items, Boards, and people who are related to the search term will be listed.
  
  You can:
  • Choose whether to include or exclude Items, Boards, or people from the results
  • Limit the results to only show Items of a certain Workflow
  • Apply more advanced filters to control which Items are included in the results
  • Change the type of search
• Once you've found the Item, Board, or person in which you're interested:
  • Click its name and it will open, or
  • Hover over a person's name and click the View Activity button that appears to its right to open a list of Items with which they're associated.
  • Right-click an Item or Board's name. In the resulting drop-down menu:
    
    • Click Open in a new tab to open it in a new browser tab.
    • Click Copy Link to copy its direct link to your clipboard.

Include or exclude Items, Boards, or people

By default, the Search window lists any Items, Boards, or people who match your search term. Each of these three categories is listed beneath the search bar alongside a checkbox.

• Uncheck any of these categories to exclude results of that type from your search; recheck them to reinclude them.
  
  • When "Items" is unchecked, the Workflows quick filter and the advanced filter icon will disappear.

Filter results by Workflow or Template

By default, the Search window will list any Items that match your search terms regardless of their Workflow or Template.

• If you only want to see Items of a particular Workflow, expand the All Workflows drop-down and select the Workflow(s) that should be included.
• If you only want to see Items of a particular Template, expand the All Templates drop-down and select the Template(s) that should be included.

This filter will only affect the Items included in the search results. Any listed people or Boards will be unchanged.

Filter results with advanced filters

By default, the Search window will list any Items that match your search terms.

If you only want to see Items that meet certain requirements, click the filter icon to open the Filter window.

The Filter window will be prepopulated with the most common search criteria — status, Template, and created date. Add and remove filter rules as necessary, then click Save and the search results will be updated to reflect these requirements.

Once advanced filters have been applied, people and Boards will not appear in your search results and can not be added back until the filters are cleared.

Search type

By default, the Search window will search for matches using the "Relevance" search type. To switch to a different type of search, expand the search type drop-down menu and select the search type that should be used.

There are three types of searches that KaiNexus can perform:

• Relevance: The default search type. This type of search returns any Boards, Items, or people containing text exactly or closely matching your search term. This is a pretty forgiving search method that we recommend using if you’re not absolutely certain what you’re looking for.
  • For example, if you're searching for an Item called "Jasmine's Parts Presentation," you could search for "Jazmine's Presentation," "Presentation about Parts," or even just "Presentations" and the correct Item should be included in the results.
• Exact: This type of search returns any Boards, Items, or people with the exact phrase you entered. This is the strictest search method, so we recommend that it is only used if you know exactly what you're looking for.
  
  • For example, if you're searching for an Item called "Jasmine's Parts Presentation," you could search for "Jasmine," "Parts Presentation," or "Jasmine's Parts Presentation" and the correct Item should be included in your results.
  • However, searching for "Jazmine's Presentation" or "Presentation about Parts" would not return that Item.
• Advanced: This type of search uses wildcard and boolean logic to support a much more specific query. For example:
  
  • To search for a word where only the first few letters are known, enter the known letters followed by an asterisk (*).
    
    • If you're looking for an Item called "Jasmine's Parts Presentation," you could search for "Jasmine*."
  • To search for results that contain several keywords, enter each keyword separated by an ampersand (&).
    • If you're looking for an Item called "Jasmine's Parts Presentation," you could search for "Jasmine's & Presentation."
  • To search for results that contain one or more of several keywords, enter each keyword separated by a vertical bar (|).
    
    • If you want to return a list of all Items including the words "Presentation" and/or "Jasmine," you could search for "Presentation | Jasmine."
  • To search for results that contain one keyword but not the other, enter "[keyword] -![other word]." Note that there is no space separating the special character from the second word.
    
    • If you want to return a list of all Items including the word "Presentation" but not "Jasmine," you could search for "Presentation -!Jasmine."
  • You can also combine the above boolean operators. For example:
    
    • Search for "Jas* & Presentation" to get results that contain the word "Presentation" and some other word beginning with "Jas."
    • Search for "Presentation & (Jasmine* | Clark*) to get results that contain the word "Presentation" and "Jasmine," "Clark," or both.