Global Search and Search Objects

Global search in Workstation allows you to search "anything by everything". This search engine provides a fast, powerful global search, not limited to one object type. To search another environment, select the environment and search again.

Advanced search functions, such as wildcards and filtering the search results, are supported. Global search returns results for users, user groups, security roles, analysis objects such as dashboards and reports, other administration objects such as scripts, and modeling objects such as attributes and metrics.

You can create a search object to save your search criteria, so you can re-use and edit it whenever you need.

Prerequisite

Strategy Support must enable cognitive search in the environment before you can use global search.

Search All Objects Globally

1. Open the Workstation page.

2. In the Navigation pane, click Global Search.

3. Type search terms, such as an object ID or a partial object name, into the Search box. Use quotes (" ") to receive an exact match. You can also use the following wildcard commands:

   • * (asterisk). Use the asterisk to find objects that include a term followed by additional characters. Do not use a space between the term and the asterisk.

     • Example: To search for objects containing "revenue" followed by any other characters, type revenue*. Results include revenue growth, revenue2024, and more.

   • AND

   • OR

   • NOT

4. Use the Filter panel to narrow your search. For example, you can select a specific owner, project, or type. Click Apply.

5. Sort the search results by any column.

6. You can work with any of the listed objects—open it, edit it, view properties, view dependents, and more. You can export the search results to a CSV file by clicking Export .

If you are in another section (such as Objects or Subscriptions) in Workstation, you can still search globally. Type your search terms into the Search box and select Search Everywhere. The Global Search pane displays, listing all objects of any type that meet your search criteria.

If you do not select Search Everywhere, you will only search the selected objects, such as such as objects or subscriptions.

Run an Existing Search Object

1. Open the Workstation page.

2. Find the search object by either:

   • Navigating to the location where you saved it

   • Opening the Objects pane and filtering for the Search type

3. Double-click the search object . The search runs and the results display.

4. You can work with any of the objects listed in the search results—open it, edit it, view properties, view dependents, and more.

5. You can change the search criteria and re-run the search.

6. You can Save the updated search or use Save As to create a new search object with a different name.

Global Search Settings

Use search settings to control objects that display in your global search.

1. Open the Workstation page.

2. In the Navigation pane, click Global Search.

3. Click Settings .

4. To view system managed objects in the Global Search, toggle on Show System Managed Objects.

   System managed objects are identified in the Location column.

5. To view only system managed objects in the Global Search, toggle on Display only System Managed Objects.

Global Search User and Execution Usage

Global search displays usage metrics in search results for documents and dashboards in Library. The usage metrics that display include users who have executed the item in the last 30 days (up to yesterday) and the number of executions in the last 30 days (up to yesterday, including subscription-triggered runs).

This functionality is only available in MCE and in environments with Platform Analytics deployed.

To control whether the metrics are displayed in an application:

1. Open the Workstation page.

2. In the Navigation pane, click Applications.

3. Create or edit an application.

4. In the left pane, click Components.

5. In the Content Info section, toggle on and off Users and/or Executions.

6. Click Save.