Search and quick actions

Press Ctrl+K to search records, workbooks, forms, reports, files and people across your workspace, reopen recent items and start common actions.

One search box finds anything in your workspace: apps, records, workbooks, forms, reports, files and more. Open it from the top bar or press Ctrl + K (⌘ + K on Mac) from any page.

Before you start: No permission is needed. Search only shows what you can already open — each result is checked against your own permissions in its app.

  1. Click Search apps, records, reports… in the top bar, or press Ctrl + K (⌘ + K on Mac). On a phone, tap Search in the bottom bar.
  2. Type what you are looking for, for example a customer name (Sharma Traders), an invoice number or a workbook name. Apps match from the first letter; the rest of the workspace from two letters on.
  3. Use ↑ and ↓ to move through the results and Enter to open one. Esc closes the panel.

Results are grouped by what they are:

Group What it finds
Apps Apps by name or description
Records Records in the types you can read — customers, orders, products and so on. Opens the record.
Workbooks Sheets workbooks
Forms Forms
Work queues Queues
Reports Analytics reports
Flows Flows
Files and Folders Drive files and folders by name. A file opens its folder.
Pages Content Studio pages by title or web address
Knowledge Knowledge base documents by title
People Workspace members by name or email — only if you can manage members

Up to five results show per group. Search ignores capitals, so sharma finds Sharma Traders. If part of the workspace is slow to answer, you see the results that arrived in time.

Note: Search never matches on fields hidden from you. If your role cannot see a customer's phone number, typing that number will not find the customer.

Recent

The panel remembers what you opened from it. Open it without typing and Recent lists them first. Recent is kept on this device, per workspace.

Quick actions

Quick actions sits at the end of the category list:

Action What it does
New Opens a blank record form for the three types you add most often on this device, for example New invoice.
Ask Axis Opens the assistant to ask a question or get something done.
Upload a file Opens My Drive.
Settings Opens workspace settings.

Tips

  • Searching for an app you have switched off finds nothing. See Turn apps on or off.
  • To search inside one record type with filters, use its list instead. See Find records.