Super Search Engine
Overview
Super Search Engine (SSE) lets you search for apps, records, posts, tasks, files, groups, and contacts across your organization from one place.
For example, searching for a customer name can return related orders and invoices from a sales app, bug reports from a ticketing app, and groups, posts, or tasks associated with that customer.
Open Super Search
Open the Search Box
You can open the search box in either of the following ways:
- Press F.
- Click the 🔍 icon in the message panel on the right.
Search for Content
Enter a record name, member name, or other keyword. Search results update in real time as you type, helping you quickly find what you need.
Open the Full Search Page
Click New Page on the right side of the search box, or press Enter while the search box is focused, to open the full Super Search page.
On this page, you can sort and filter results within each category.
Search Scope and Results
Super Search searches only supported content and automatically filters results based on the current user's permissions. Only content the user has permission to access appears in the results.
| Category | Search Scope | Results |
|---|---|---|
| Apps | App names, app group names, worksheet names, and custom page names | Shows only pages the user has permission to view |
| Records | By default, searches only the title field. Only the following field types can be searched: Text, Email, Telphone, Auto Number, ID Number, Concat, Relationship, and Foreign Field (stored values only) | Shows only records the user has permission to view |
| Posts | Post content and replies | Shows only posts the user has permission to view |
| Tasks | Task titles, descriptions, and discussions | Shows only tasks where the user is a member or owner |
| Files | File names | Shows only files the user has permission to access |
| Contacts | Name, job title, department, and mobile number | — |
| Groups | Group names and announcements | Shows groups the user has joined |
Search rules:
- Super Search uses fuzzy matching. A result is returned when its searchable content contains the search term.
- English letters are case-sensitive.
- Super Search does not currently split search terms or support searches with multiple keywords.
- Only apps and records within the organization can be searched. Content in external collaboration apps is not supported. To search this content, open the app and use the search feature within the worksheet.
Record Search
1. Search Only the Title Field by Default
By default, only the title field of each worksheet is searched to reduce irrelevant results.
To search additional supported fields, disable this option.
2. Search Only the Current App by Default
When Super Search is opened from within an app, results are limited to the current app by default, including its app groups, worksheets, and records. Posts, tasks, files, and content from other apps are excluded.
To search across all apps, click All.
This option is not available when Super Search is opened outside an app.
3. Exclude Apps or Worksheets from Search
You can exclude specific apps or worksheets from Super Search to prevent their records from appearing in search results.
Exclude an app or worksheet:
In the search results, hover over the action button for a record and select No more searching for this app or No more searching for this worksheet.
Remove an exclusion:
Search for any content, then click Excluded Locations in the search results. In the dialog, remove the apps or worksheets you want to include in searches again.
Excluded Locations is displayed only after at least one app or worksheet has been excluded.
4. Filter Records by App
On the full Super Search page, if record results come from multiple apps, you can filter the results by app. The filter lists only apps with matching results.
Record Search Is Unavailable
If Feature Unavailable appears in the search results, your account does not have permission to search records with Super Search.
Configure permissions: Go to Org Admin > Permission Management and configure access to Super Search for the appropriate permission group.
Search Results
Within each category, results are sorted by last updated time.
All
The All category shows up to five results from each category with matching content. Click View All to see all results for a category.
Record, Post, Task, and File Results
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