You will encounter two types of search in SKYSITE: Global search & Modular level search. 

  • Global search means that the application will search for the entered search keyword everywhere (in all projects and content).

  • Modular search means that the application will search for the entered search keyword in that module from where the search is being conduced. These means conducting search within all projects of an account, inside a particular project, inside albums & photos, search in punch dashboard, search in RFI dashboard, search in submittal dashboard, search in contacts, search send files inbox, search tracking, search in My order screen.

  • Difference between the global & modular search: Lets say you go to 'Punch' Dashboard screen and entered the keyword in the search text box. If you conduct global search then application will fetch any item which consists of the keyword as search result. If you conduct modular search then application will fetch only punch items which consists of the keyword in the search result.

Search functionality explanation

The search functionality is displayed at the top right-hand corner of the application. The search functionality at project level [highlighted with red rectangle] is shown in the screenshot below,

Detailed explanation of the 'Search' text box is given below,


Explanations of features in the Search functionality [identified by numbering in the screenshot above]:

  1. Search In: Click this button to select either one of the options: Everywhere (all projects & content) [Global search] or Projects [Modular search]. The following drop-down appears from where you can select either one of the two options.  

If you select All from the drop-down and then enter the search string in the Search text box and click on  button, the application fetches all folders, files and projects whose name consists of the search string. Again if you select Projects from the drop-down and then enter the search string in the Search text box and click on  button, the application fetches only projects whose name consists of the search string.

  1. Search Text box: After selecting the type of search (global or modular)  from the Search In drop-down, enter the search keyword in this text box. Any alphanumeric character is allowed to be entered in this text box.

  2. Search Button: After selecting the type of search (global or modular)  from the Search In drop-down and after entering the search keyword, you can click this button to make the application search for the entered keyword.

  3. Filter Options (Advance Search): Click this drop-down to open up the 'Filter' box where you can enter numerous parameters (separate parameters for each feature) to significantly reduce the number or results fetched by the application. Filter option only works for Modular search and not for global search. The following drop-down appears once you click on the 'Filter Options' button (different drop-downs for different features)


Project search filter:


File search filter:


Gallery search filter:


Inbox Search filter:


Tracking search filter:


Contact search filter:


Punch search filter:


RFI search filter:


Submittal search filter:


Print Order search filter:

Example of Search Criteria Usage:

Scenario 1: Global search usage


Global search will search for the entered keyword everywhere in the SKYSITE application regardless of from which module the search is being conducted. This means the global search executed from project level or folder level or from RFI dashboard or Punch dashboard etc. will fetch the same results. Also, the 'filtering option' on the right-hand side will not work for global search.


  • For conducting global search, you need to select the Search In button as Everywhere (all projects & content).  


This is shown below,

  

  • Enter the search keyword. As an example, enter the search keyword 'construction' and click on the [Search] button


The application will fetch items related to the keyword from the entire application. This is shown below,


As you can see in the screenshot above, the application fetched projects, folders (these have names where the search keyword exists) and contacts (these have the keyword in their info)


  • Click on any one of the items to view the details of the item on the right-hand side panel. For example, click on any of the contacts to view its detail on the right-hand side panel. This is shown below,


  • Click on any project to view its detailed info on the right-hand side panel. This is shown below,



You can click the [Open] button on the right-hand panel to navigate to the 'Folder view' screen inside that project.


  • Similarly, click on any folder to view its detailed info on the right-hand side panel. This is shown below,


Note: Click the  [Back] button to move back to the screen from where you conducted the search.

 

Another example:


  • Enter the search keyword as 'Floor' on the search text box from inside any screen and conduct a global search.


The following search results are fetched by the application:


  • Click on the document in the search result to view the document preview on the right-hand panel. This is shown below,



  • Click on the [View] button to open the document in the application Viewer, click the [Link] button to send a download link of the file external or internal users of SKYSITE or click the [Download] button to directly download the file in your local system.

  • Again, click on any Punch, RFI on the search result to open that punch, RFI. This is shown below,


You can change the status of punch, RFI or submittal from the punch, RFI, submittal opened from search result.


Scenario 2: Module search usage


Module search will search for the entered keyword inside the module from where you are conducting the search. So, if you are conducting the search at project level then application will search for the entered keyword inside on that level only. If you are conduction search in Punch dashboard then application will search for the entered keyword inside the Punch dashboard only. You can use the filtering criteria to narrow down your search as per the desired criteria entered.


  • For conducting module search, you need to select the Search In button as Module (this varies as per the search conduction screen). If you are conducting search on the 'Project dashboard' then you need to select the Search In button as 'Projects'.


This is shown below, 


  • Enter the search keyword. As an example, enter the search keyword 'construction' and click on the [Search] button


The application will fetch items related to the keyword from the 'Project Dashboard' screen which includes project info. This is shown below,


As you can see in the screenshot above, the application fetched projects which have the entered keyword in its info (in the case of the example used here, the entered keyword is in project name).


Now, you can use filtering criteria to further narrow down search results.


  • Click the  [Filter] button to open the filtering criteria a project level. As example, enter the 'Project name' filtering criteria as 'Bridge'. This is shown below,


  • Hence, after entering the search keyword [highlighted with green rectangle in screenshot above] and then entering the filtering criteria [highlighted with red rectangle in screenshot above] click the [Search] button on the filter menu to conduct the search based on the entered filtering criteria.


You can use multiple search criteria together to further narrow down your search results.

 

The application fetches the following search result:


Hence, the application will fetch any project which has 'Construction' as the keyword in its info and moreover the project needs to have the word 'Bridge' in its name.


If you entered search keyword as 'USA', then application will fetch those projects which have their 'country' in the project info, selected as 'USA' (hence the keyword exists in the project info). The search results are shown below,


Note: Click the  [Reset] button to move back to the screen from where you conducted the search.


From the fetched search results in the modular search, you can enter inside the project. The moment you enter inside a project, you are navigated to the 'Folder view' screen and the search result screen is closed.