The Find control is located in the Report Toolbar in Grid, Card, Kanban, Calendar, Timeline, and Map views.
Plan Availability | All plan types |
Permissions | All users can use the Find control in their session. |
Related Reading |
What is the Find Control?
The Find control is located in the Report Toolbar and is available in these view types:
Grid
Card
Kanban
Calendar
Timeline
Map
It works similarly to search tools in document editors like Microsoft Word or Google Docs, helping you quickly find relevant data in your saved views.
Key Features of the Find Control
Search Scope: The Find control searches the content of a saved view, highlighting:
Cells (in Grid view)
Cards (in views like Kanban or Card)
Other saved view elements
Navigation: Click on the 🔼 Up and 🔽 Down icons to move between multiple search results.
Clearing the Seach: Click on “Clear Search” to remove your current search criteria.
How It Works Across Views
Grid View
Records matching your find criteria area highlighted.
The grid will scroll to the first match.
If multiple records are found, you can navigate through them with the up and down arrows displayed in the Find popup. Note that you will see the number of found records and the item you are currently on (i.e. “1 of 3”).
Other Views
The complete record containing the match is highlighted, rather than a specific cell.
NOTE: Find is different from other Report Toolbar controls in that it is the only control where the entries are not saved automatically. Find is distinct to each individual member's session when viewing any saved view in SmartSuite.
Practical Scenarios and Use Cases
1. Quick Data Retrieval
Scenario: A project manager wants to find all tasks labeled "Urgent" in a large dataset.
Solution: Use the Find control to search for "Urgent," quickly navigating between matching tasks.
2. Reviewing Assigned Tasks
Scenario: A team leader needs to review tasks assigned to a specific team member.
Solution: Enter the team member's name in the Find control and shuffle through their tasks.
3. Checking Records in Kanban View
Scenario: A sales team is reviewing a pipeline in Kanban view and wants to locate deals with a specific client name.
Solution: Use the Find control to search for the client name, highlighting relevant cards for review.