Finding things
The search syntax, the quick switcher, and the list controls that work the same way everywhere in the Cloud.
Most of the Cloud is lists — of tags, alarms, pages, projects, users. They all behave the same way, and a few habits make large projects much faster to work in.
Moving between projects
The project switcher sits at the top of the sidebar and names the project you’re in. Open it to type-to-filter every project you have access to and jump straight to one, or choose All projects to go back to the full list. It’s faster than navigating out and back in, and it keeps working when you have more projects than fit on a screen.
The quick switcher
Press Ctrl/⌘ + K anywhere to open a command palette. Start typing and it searches by name across projects, users, user groups, project groups, servers, and access tokens. It can also switch the theme between light, dark, and system.
Alongside those results it lists sections to jump to, and which ones depends on where you are. Inside a project you get that project’s Tags, Alarms, Alarm manager, Alarm categories, Pages, Documents, Trends, Events, Integrations, Permissions and Settings. Outside one you get the organization-level destinations instead — Projects, Dashboards, the administration sections and the audit log. You won’t see both sets at once, so leave a project first if what you want isn’t offered. Your profile and the theme switch are offered in both.
Use it as the default way to get anywhere. It’s usually two or three keystrokes against several clicks.
The search box
Every list has a search box, and Ctrl/⌘ + Shift + F puts the cursor in it.
Searching is done by the server across the whole list, not just the rows currently on screen — so you don’t need to page through to find something, and sorting a filtered list sorts all of the matches.
Search syntax
Search is case-insensitive and, by default, matches anywhere in an item’s name. Beyond that, a small syntax is available — the information button beside the search box shows a reminder of it, and the box highlights the operators as you type.
| Type this | And you get |
|---|---|
word* | Names that start with word. |
*word | Names that end with word. |
w?rd | ? stands for exactly one character. |
"exact" | Only an exact match on the whole name. |
-word | Excludes matches — everything that isn’t word. |
folder/name | Searches inside the path, not just the name. |
Two rules make the difference between a search that works and one that mysteriously returns nothing.
A space only splits your query once you use an operator. This is the one that
catches people out. Type high temp with no operator and it looks for that
literal text, space included — a tag called Temp is high will not match.
Add an operator anywhere and the query splits on spaces into separate terms, each
of which has to match: *high* *temp* finds it, and so does pump -spare for
pumps that aren’t spares.
So when a two-word search comes back empty, the fix is usually to make it
*first* *second* rather than to retype the words.
A / switches a term to matching the whole path. Without one, a term is
matched against the item’s own name. So SF01 finds every supply fan anywhere,
while AHU01/SF01 finds the one in that unit.
Searching in selection dialogs
The dialogs that pick a tag, alarm, page, or document use the same search box and the same syntax, and they search through subfolders rather than only the folder you’re looking at. You don’t have to navigate to something to select it — type part of its name and pick it from the results.
Sorting, columns, and pages
- Sort by clicking a column header. Sorting applies to the whole list, not the visible page.
- Preferences opens the column list, where you can show or hide columns. Some lists hide a column by default — a tag’s Description, for example — so if the information you want seems to be missing, look here first.
- Pagination sits at the bottom: move between pages and choose 10, 25, 50, or 100 rows per page.
Your position in a list survives navigating into an item and back, so working through a long list one item at a time doesn’t send you back to the top each time.
Selecting rows and acting in bulk
Tick rows to select them, or use the header checkbox to select the whole page. With a selection made, the list’s actions apply to everything selected — moving tags, deleting, exporting, updating values. Selection behaves the same way in every list.
Keeping data fresh
Lists that change on their own give you control over when they update, rather than moving under your cursor while you read:
- Where a list shows live data — the Alarm Manager — a Live / Paused toggle controls it. On Live, rows update as they change. Switch to Paused and the list holds still, and the toggle turns into a Refresh button you press when you want the latest.
- Other lists that go stale, such as the Audit log, have a plain Refresh button.
R refreshes without reaching for the mouse — on the Live/Paused control it works while the list is paused, which is when you’d want it.
Pause before you start reading a busy alarm list, and again before acting on a row — it’s the difference between acknowledging the alarm you meant to and the one that took its place.