Other Information

The Search Bar

Use the Search Bar to query KaiNexus for specific Items, Boards, and Users. 

What is the Search Bar?

Located in the Navigation Bar at the top of the app, the Search Bar allows you to query KaiNexus for specific Items, Boards, and Users. 

Navigation Bar

At a glance:

  • Clicking into the Search Bar will highlight it blue. 
    Blue Search Bar
  • Select the Search History search history icon to pull up a list of your 15 most recent searches, where you can easily click and search for them again. At the bottom of the Search History list, you have the option to Clear History.
    Search History Cleared Search History
  • When you type a search phrase into the Search Bar, an x icon will appear. Click the x icon to erase what you typed into the Search Bar. 
    Example Search Phrase
  • After typing your search phrase, press the enter key (or return key) to initiate the search. Alternately, select the Magnifying Glass magnifying glass icon.
  • Search results will appear in the resulting Search window.
    Example Search Results

How do I search for an Item in KaiNexus?

  • To get started, type your search phrase in the “Search” field at the top of the KaiNexus app.
  • After typing your search phrase, press the enter key (or return key) to initiate the search. Alternately, select the Magnifying Glass magnifying glass icon.
  • In the resulting Search window, you will see a list of your search results and have additional options to refine and filter your search criteria. You can (optionally):
    • Choose to search by Relevance (default), Exact, or Advanced logic (Learn More).

      Search Bar Relevance
    • Check (or uncheck) the Quick Filter boxes for Items, People, and Boards to refine your search results (Learn More).
    • Select a Workflow. This will limit search results to Items within that specified Workflow. 
      Search Bar Workflows
    • Apply an Advanced Filter Advanced Filters (none applied)to your search results (Learn More). 
  • Select an Item, Board, or User from the Search results to open the Item, navigate to the Board, or access the User Profile.
    • Items will have a unique icon dependent on your organization's Template configuration.
    • Boards will be indicated by the Board Board icon.
    • Users will be indicated by the UserUser icon. 

Two Line OfiePRO TIP: Right-click on any Item or Board within the search results to reveal a drop-down menu with options to open the Item or Board in a new tab and copy the link to the Item or Board.

Right Click Search Results

Filter within the Search window

Quick Filters

Search Bar Quick Filters
The available Search Bar quick filters are:

  • Items
    • Checking this box will include Item results related to your Search phrase.
    • Unchecking this box will exclude Items from your Search results.
  • People
    • Checking this box will include User results related to your Search phrase.
    • Unchecking this box will exclude Users from your Search results.
  • Boards
    • Checking this box will include Board results related to your Search phrase.
    • Unchecking this box will exclude Boards from your Search results.

Two Line OfiePRO TIP: Hovering over the Quick Filter checkboxes will give you an Only button to apply only that Quick Filter to your search and an All button to apply all of the available Quick Filters to your search. 

Advanced Filters

Within the Search window, you can use the Advanced Filters to give you more precise search results and help you find exactly what you are looking for in the system.


Search Bar Advanced Filter not applied
By default, our most commonly used filters (Status, Template Type, and Created Date) are already populated, ready for you to set criteria.

Default Search Bar Advanced Filters

Two Line OfiePRO TIP: The Advanced Filter criteria will work in conjunction with the quick filter checkboxes you have set within the Search window.


When the Advanced Filter is applied, the Advanced Filter icon Advanced Filters (none applied) will turn blue Advanced Filters (applied).

Search Bar Advanced Filter Applied

Refine your Search

The KaiNexus Search Bar offers 3 different approaches when searching for an Item. Refine your results when you search by: 

Relevance (default)

Searching by Relevance will return Items containing text exactly matching or close to the phrase you entered. 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 a Project called “Jasmine’s Parts Presentation,” you can search for “Parts,” “Pres,” “Jazine’s Pars Preseation,” “Pars Presem,” etc. and can expect that the correct Project will be included in the results.

Exact

Searching by Exact will return Items starting with the exact phrase you searched for. This is the strictest search method; be sure of what you’re looking for.

  • For example, if you’re searching for a Project called “Jasmine’s Parts Presentation,” you can search for “Jasmine’s parts,” “Parts Pres,” or “Parts P,” etc.
  • You cannot search for phrases that miss the start of the first word, like “art Pres” or “ine’s Parts Presentation.” If you misspell a word in your search term, results containing the correct spelling will not be returned.

Advanced

Searching by Advanced allows for a much more specific query, including wildcard and boolean logic. For example, if you’re searching for:

  • A word where you only know the first few letters, type “[word]*”.
    • If you’re looking for a Project called “Jasmine’s Parts Presentation,” you could search for “Presen*.”
  • Items that contain several keywords, type “[word] + [word].”
    • If you’re looking for a Project called “Jasmine’s Parts Presentation,” you could search for “Presentation + Jasmine.”
  • Documents that contain either of several keywords, type “[word] | [word].”
    • If you want to return a list of all Projects including the words “Presentation” or “Jasmine,” you could search for “Presentation | Jasmine.”
  • Documents that contain one keyword but not the other, type “[word] -![word].” NOTE: There is no space separating the special character from the second keyword.
    • If you want to return a list of all Projects including the words “Presentation” but not “Jasmine,” you could search for “Presentation -!Jasmine.”
  • An exact phrase, type “ “phrase”. ”
    • If you want to return a list of all Projects containing exactly the phrase “Parts Presentation,” you could search for “ “Parts Presentation” ”
  • Put two boolean operators together, type “([word] [boolean] [word]) [boolean] [word].”
    • If you want to return a list of all Projects containing “Jasmine” and “Presentation” or “Clark” and “Presentation,” you could search for “(Jasmine | Clark) + presentation.”