How to Use Search in the New Canvas

Automation Builder supports searching the content of your automations through the Canvas Search function. The search icon (magnifying glass) for Canvas Search is located at the top-left of the main canvas.

Figure 1: Search Icon

Additionally, the Canvas Search function can be accessed by right-clicking the canvas and selecting Show Canvas Search on the palette menu or by using the keyboard shortcut “Q” .

Figure 2: Short Cuts

When you click the magnifying glass icon this will reveal the Search Palette, a panel similar to the Task Palette. The search field at the top will be followed by a list of tasks that are currently on the canvas.

Figure 3: Search Palette

Enter a search term in the "Search your canvas" field. The search function will query the task summary and task description to look for 3 words before and 3 words after the search term. Search terms will be highlighted at the bottom of each task they pertain to. Search Options can include: app, description, id, job variable, name, and summary.

To clear a search, delete the search term.

Searching for a task located in multiple places on the workflow will return as a list as well as bring each task into focus on the canvas, making it easier to find them in complex workflows.

Figure 4: Multiple Tasks

Clicking a task in the search list will select that specific task and center it on the canvas.

Figure 5: Selecting a Task

Double-clicking a task in the search list will select the task, center it, and open the task.

Figure 6: Double Clicking a Task

If there is more than 1 result from the search criteria that matches a task, an icon displaying the number of Other Results Not Shown will appear. There can be up to "+4" other results that are not shown.

Below, a search on the term "stub" has matched the Task Summary first, with the number of other results displayed in the lower-right of the "Stub" task, and has also matched the Description. Only one vertically expanding result is displayed at a time. In this case, the Summary is displayed, and the Description is being hidden with the "+1" icon. Additional details are displayed by hovering the mouse over the icon.

Figure 9: Additional Results