Use a global search box to find any item in your workspace across all modules, or search within a grid or a tree.

Perform a global search

Use the global search to find an item in any area of your current workspace. The following fields are searchable: ID, Name, Description.

When you use the global search, suggestions are displayed based on your previous searches.

To perform a global search:

  1. Click the search button in the masthead.

    Tip: You can also use the following keyboard shortcuts:

    • Windows: Ctrl+Alt+E
    • macOS: Cmd+Alt+E
  2. Enter a search term:

    • Type in the string you want to find. For guidelines, see Search terms.
    • Start typing an item's ID, name, or description.

      You can limit your search to a more specific item type, by clicking on the item type in the search results. For example, assume you want to find all features beginning with 184. Type in 184 and wait for the search results. The search results show features, issues, and tasks that begin with 184 with a header for each item type. Click on the Features heading to only show features that begin with the 184 prefix.

    • Paste a link to an item that you received by email. The item will open immediately.

      Tip: Use this method to avoid opening parallel instances of the product in multiple tabs.

  3. To include user-defined fields that were marked by your admin as searchable, click the Expand button in the left corner of the Search box. Scroll down and toggle the Include Searchable Fields option to ON.


    • The user-defined fields are only searchable if they were enabled by your admin. For details, see Custom fields.

    • Once your admin has enabled the search, the data must be indexed. As a result, search results for those fields is not be available immediately.

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Search terms

The section describes how to use special characters and wildcards in your search.

Special characters

Certain special characters are indexed by default, indicating that they are part of a word. If the text you want to find includes an indexed special character, you can include it in your search term as part of the text.

Other special characters are not indexed by default, and are treated as a space (word break).

  • Indexed special characters: .~@#£€$¢¥§%°^()-_{}[]<>.

  • Non-indexed special characters: `’!&+=|/:;”,?*\

For example, to search for [CPE], since the square bracket "[" is indexed, you need to use one of the following terms: [cpe, or ?cpe, or *cpe. The term cpe alone will not return the required result.


You can use wildcard symbols in your search terms.

  • To search for any part of a word, use the asterisk * wildcard notation.

  • To search for any single character, use the question mark (?) notation.

For example, to find the word "defect" you can use ??fec, *fec, but not fec on its own, since the wildcard options indicate that there are other characters before fec. You do not need to include the remaining characters of the searched word. In the above example, you do not need to include the "t" , the final letter of "defect", in your search.

Note: By default, wildcard symbols are not indexed. They can only function as wildcards, but not as part of the text you want to find.

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Search in context of a grid or tree

You can find an item in the context of a grid or a tree.

In the search box above the grid or tree, type a search entry.

Tree search Tree items that match the search criteria. Click a result to highlight it in the tree and open its details.
Grid search Lists matching items in the grid. The results are based on the filter applied to the grid. Grid search is not available when the grid is grouped.

Note: The purpose of the context search is not to display a full set of results, but to quickly search for a small number of items. If you need full results, use the regular name field filter with an asterisk wildcard character at the beginning of the filtered sub-string.

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