Search records
In Creatio's Freedom UI, the global search functionality lets you search for records across all system sections. Results are grouped by section, making it easier to navigate through data and find relevant records. You can refine your search to a specific section by selecting it from the list on the left or switch back to viewing all sections by clicking All results. The search results are displayed as a list of records that contain the search text or a part of it. The matching text in the search results is highlighted in bold (Fig. 1).
On-site users need to first perform preliminary registration of the global search before being able to use it. Learn more: Global search.
Global search utilizes full-text search capabilities. It searches through text and lookup fields. For example, you can find an account by its alternative name, phone number, address, or account number.
When the "Display search results with partial match" system setting is enabled, the search engine accounts for common typos and different word forms in English. Learn more: Global Search.
Other languages are currently unsupported. The query is not case sensitive. You can search by entering any text, such as the contact's last name or the title of an article. For more accurate results, you can refine your search query by including additional details, for example, "Ronald Young director future vision".
The global search is similar to web search engines. For example, to locate a contact, account or similar entity, enter the name of a person and press Enter.
The results are ranked by relevance, with records from the section you're currently in listed first. Records from other sections appear below.
If you lack permission to view certain object columns, such as an invoice amount, those columns will not be displayed in the global search results.
New Freedom UI sections are automatically indexed for full-text search.
The Search field in Freedom UI replaces the command line, which remains available in the Classic UI. Learn more about the command line: Search records and run commands.
Search component
Use the Search component available on some pages to filter specific records in a list. If you apply an additional filter, the search checks only the filtered records. Located in the toolbar above the record list, the search functionality includes a search field and a filter dropdown menu (Fig. 2).
Point to the search field and click the 
icon to the right to filter search by specific columns of the list. For example, in the Cases section, you can search by "Number," "Subject," "Category," "Assignee," and "Status" columns.
This targeted search approach lets you narrow your search to specific data fields rather than performing a broad search across all record information. Select which column to search within, then enter your search criteria in the main search field to locate records that match your requirements.
Set up global search
To display localized data in the search results, enable the "Show localized data in global search results" ("UseLocalizableGlobalSearchResult" code) system setting. If this setting is disabled, localized data will appear in the language of the system user specified in the "System operations user" ("SystemUser" code) system setting.
Data localization is enabled using development tools. Learn more: Execute operations with localizable resources using Creatio IDE (developer documentation).
The relevance of search results is determined by the "Global search default entity weight" ("GlobalSearchDefaultEntityWeight" code) and "Global search default primary column weight" ("GlobalSearchDefaultPrimaryColumnWeight" code) system settings.
Enable the "Display search results with partial match" system setting ("UseInexactGlobalSearch" code) to account for morphology, typos, and fuzzy matches.
You can also adjust the "Match threshold for displaying in search results (percent)" ("GlobalSearchShouldMatchPercent" code) system setting to control how much of a partial match is necessary for a record to appear in the search results.
See also
Global search and deduplication