Search and navigate with the command palette

Open the command bar with Ctrl+Space to search records, jump to pages, and run a few global shortcuts from any screen.

The command bar is a single overlay you can open from anywhere to search across your data and jump to a page without reaching for the sidebar. A handful of keyboard shortcuts open it and toggle the chrome around it.

Open the command bar

  1. Press Ctrl+Space from any screen to open the command bar. Press Ctrl+Space again (or Esc) to close it.
  2. The bar opens with a Search box, a row of result tabs, and your recent searches.

Search your records

  1. Start typing in the Search box. Results load as you type, grouped by type.
  2. The command bar finds customers, contacts, vendors, items, quotes, sales orders, purchase orders, jobs, and work orders. Each result shows its label, a sublabel, and a status badge where the record has one.
  3. Narrow what you see with the tabs across the top: All results, Customers, Vendors, Items, Orders, and Jobs. Each tab filters to the matching record types.
  4. Select a result to navigate straight to that record. It is also saved to your recent searches.

Jump to a page

  1. On the All results tab, typing also matches top-level pages: Dashboard, Customers, Vendors, Quotes, Orders, Invoices, Items, BOMs, Jobs, Schedule, and Settings.
  2. Matching pages appear under a Pages group. Select one to navigate there.

Reopen a recent search

  1. When the Search box is empty, the command bar lists your Recent searches, grouped by day (Today, Yesterday, and so on).
  2. Each tab filters recents to its own record types, the same way search results are filtered.
  3. Select a recent entry to return to that record. It bumps back to the top of the list.

Move within the bar

  1. Use the Up and Down arrow keys to move between results.
  2. Press Enter to select the highlighted result.
  3. Press Esc to cancel and close the bar.

Other global shortcuts

These shortcuts work from any screen, whether or not the command bar is open:

  1. Ctrl+[ toggles the sidebar.
  2. Ctrl+Shift+T toggles between light and dark themes.

Where to go next

  • For the navigation, lists, and dashboards the command bar sits on top of, see Core.
  • To understand how records hand off between modules once you have found them, see How work moves through Workcell.