Working with Global Search

Global search is available wherever you are working in the PeopleSoft system: on fluid homepages, fluid application pages, classic application pages, and classic homepages.

Working with the Global Search Bar

The Global Search bar is open by default on fluid homepages. On smartphones, and non-small form factor devices, when the browser width is too small and does not permit display of the global search bar, global search appears as an icon. Click the Global Search button in the banner to reveal the global search bar.


Global Search Homepage

When displayed on fluid dashboards and transaction pages, the Global Search bar is muted and is activated when selected.


Search bar - Muted

When you click in the keyword input field, search suggestions are displayed immediately. As you type, the suggestions are updated to reflect the search term or terms you have entered. Click a search suggestion, either recently visited or any other suggestion, to navigate directly to that item.


Global Search bar with suggestions

Term Definition


Menu category

Use the Search Category selector to select the global search category. The search categories available to you vary based on the PeopleSoft application and your permissions. The Menu category is selected by default.

Search input field

Click in the keyword input field to automatically display search suggestions and to enter search terms. As you type, search suggestions are updated to reflect the search term or terms you’ve entered.

Advanced Search button

Click the Advanced Search button to execute the search and review the complete result set on the Search Results page. There, you can filter results, apply advanced search criteria, perform related actions, and so on. See the next section, “Working with the Advanced Search Results Page,” for more information.

Recently Visited icon

The recently visited icon indicates items in this search category that you have recently visited. You can click any recently visited or other suggestion to navigate to that item.

NavBar Menu Icon

The item icon indicates other search suggestions. You can click any recently visited or other suggestion to navigate to that item.

Working with the Advanced Search Results Page

Use the Search Results page to review the complete results of a search you executed using the Global Search bar.

This example illustrates the fields and controls on the Search Results page.

Global Search Results page

Use the Search Results page to filter results, apply advanced search criteria, perform related actions, execute a new search, and so on.

Term Definition

Search in

Select the global search category. The search categories available to you vary based on the PeopleSoft application and your permissions.

Keywords

Enter one or more search terms.

More Options

Click to display advanced search options that allow you to search on an exact phrase, to exclude search terms, and to search within specific fields among others.

Search

Click to execute the search.

Clear

Click to clear all search criteria including the search category, keywords, advanced search options, and selected facets.

Search filter

Select one or more facets to filter the search results displayed.