Search records and run commands
Use Creatio command line (the field labeled "What can I do for you?") to quickly access frequently used operations, such as opening a record page or running a business process.
The command line is similar to the search line of web search engines. For example, enter the name and click the Execute button or press Enter to find a contact record.
Execute other commands in the same way. For example, enter the command "Create Contact" to instantly open a new contact page or "Run Process" to launch the corresponding business process. The command line can recognize several variations of the same command. For example, both the "Create Contact" and the "Add Contact" are valid commands.
If you enter a partial command, the system will offer you a list of several options. For example, if you enter "Create A", the system will offer the following options: "Create Account" and "Create Activity".
Aside from the default commands, you can also make your own commands. Read more >>>
You can search the system data by entering a search query in the command line. Creatio always searches in all sections (including custom sections).
Localizable data in search results can be displayed in the language of the user. For example, if the Full name field is localized, French users will see its value in French, and English users will see it in English.
On-site users need to perform preliminary registration of the global search. Learn more in the "Global search setup" article.
Search records
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Command line search utilizes the global search feature. The records are searched by their text and lookup fields as well as the following details: Addresses, Communication options, and Banking details. For example, you can find an account by its alternative name, phone number, address, or account number.
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Files and links on the Attachments and notes tab of the record page can be found by their name or description.
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Search requests are processed taking into account common typos and morphology of different word forms in English (other languages are not currently supported). The query is not case-sensitive. You only need to enter the search text, for example, contact last name or the name of the knowledge database article. For a more accurate search, add more details to your search query, for example, "Ronald young director future vision".
To include certain section's data in global search results, open the section wizard for the necessary section and select the Indexing for full-text search checkbox. Learn more about indexing in the "Configure section properties" article.
The search results are displayed as a list of records containing the text of the search query or a part of it. The text that matches the search query is highlighted in bold for each found record.
The results are ranked by relevance both in the actual results list and with any configured filters. For example, if the search is performed from the Contacts section the records of this section are displayed at the beginning of the list, and records from other sections of the system will be displayed below.
If a user does not have permissions for a specific object column, e.g., for viewing an invoice amount, such column is not displayed on the page of global search results.
Let's find a contact by its phone number.
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Enter the phone number in any format in the command line. You can enter only part of the number, with or without special delimiter characters.
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Click Execute or press Enter. After processing the search query, a list of results will be displayed with the contact you were looking for at the top of the list and other records that contain the entered phone number afterward.
Set up global search
Select the "Show localized data in the global search results" system setting (UseLocalizableGlobalSearchResult) to display localizable data in the search results. If the setting is disabled, localized data will be displayed according to the language selected for the system user specified in the "System operations user" system setting (SystemUser).
Data localization is enabled using development tools. Read more in the "Enabling multi-language object schema" article.
The rules for displaying search results are determined using the Global search default entity weight (GlobalSearchDefaultEntityWeight) and Global search default primary column weight (GlobalSearchDefaultPrimaryColumnWeight) system settings.
Enable the Display search results with partial match system setting (UseInexactGlobalSearch) to display search results accounting for morphology, typos, and fuzzy matches. Aside from the default commands, you can also make your own commands.
Set a value for the "Match threshold for displaying in search results (percent)" system setting (GlobalSearchShouldMatchPercent) to manage the number of displayed search results with a partial match and increase the chances of finding data for inaccurate search requests.
Go to sections
You can use the Go to section command of the command line to quickly display the contents of any folder in any section.
To open a specific folder in a section:
- Enter the command "Go to section [Section Name]" in the command line.
- Select a section from the drop-down list.
- Enter the folder name (for example, "Customers") after selecting the section.
For example, to open the "Customers" folder in the Accounts section while working in the Activities section, enter the command: "Go to section Accounts Customers".
As a result, the contents of the specified folder will open, enabling quick navigation to the desired records.
Add records
To create records from the command line, use the Add command. When you enter it, the drop-down list will display commands for creating records in various sections, such as "Add Activity", "Add Contact", etc.
The name of the new record can also be specified as part of the command. For example, enter "Add Contact Jones" to create a contact whose last name is "Jones". As a result, a contact page will be opened containing "Jones" in the Full name field.
Run business processes
To start a business process, enter the Run process command and the process name in the command line. For example, if there is a "New employee registration" process set up in the system, enter the "Run process New employee registration".
The list of processes available for selection in the command line is defined in the Process library section. Managing your business processes is described in the "BPMN process administration" guide.
Set up custom commands
To create new commands for the command line:
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Enter "create custom command".
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Specify the command text (for example, "My tasks").
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Select a keyword (for example, "Go to section").
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Configure additional parameters based on the selected keyword (for example, choose the Activities section and dynamic folder "My tasks").
Keywords define the types of operations that the command line can perform:
- Use Search to find records in the system, such as tasks or contacts.
- Use Go to section to navigate to a section or folder, such as the Activities section or a specific folder.
- Use Add to create new records in a system section, such as tasks or accounts.
- Use Run process to launch a business process, such as an approval workflow.
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Log out of Creatio and log back in to ensure the new command is registered in the system.
As a result, the new command will be available for use in the command line.