Smart Multi-Record Search
Introduction
This workflow creates a smart search interaction and places it on the global menu. The interaction searches multiple different record types at once depending on the query given to it.
Installation
Navigate to Search » Workflows » (+) » Empty.
Paste the following KATA into the large text box:
workflow:
name: wgm.search.multi_record
version: 2025-02-14T02:58:27Z
description: Multi-record smart search
website: https://cerb.ai/resources/workflows/
requirements:
cerb_version: >=11.0 <11.1
cerb_plugins: cerberusweb.core,
records:
automation/search:
fields:
name: wgm.search.multi_record
extension_id: cerb.trigger.interaction.worker
description@text:
script@raw:
start:
while:
if@bool: true
do:
set/initial:
elements:
text/prompt_query:
type: freeform
label: Search:
placeholder: (e.g. customer@example.com, #ABC-12345-678, Company Name, Worker)
default@key: prompt_query
outcome/isOrg@ref: isOrg
outcome/isEmail@ref: isEmail
outcome/isTicket@ref: isTicket
outcome/isWorker@ref: isWorker
var.push/submit:
inputs:
key: elements
value:
submit:
buttons:
continue/search:
label: Search
icon: search
icon_at: start
value: search
await/query:
form:
title: Smart Search
elements@key: elements
&isEmail:
if@bool: {{prompt_query is not prefixed ('#')}}
then:
data.query:
output: results
inputs:
query@text:
type:worklist.records
of:address
query:(${query} sort:-nonspam limit:20)
format:dictionaries
query_params:
query@key: prompt_query
outcome/notEmpty:
if@bool: {{results.data is not empty}}
then:
var.push:
inputs:
key: elements
value:
sheet/addresses:
label: Email Addresses
data@key: results:data
limit: 5
schema:
layout:
headings@bool: no
paging@bool: no
#filtering@bool: {{results._.paging.page.rows.of > 10}}
columns:
card/_label:
params:
image@bool: yes
bold@bool: yes
card/org_id:
params:
image@bool: yes
&isOrg:
if@bool: {{prompt_query is not prefixed ('#')}}
then:
data.query:
output: results
inputs:
query@text:
type:worklist.records
of:org
query:(${query} sort:name limit:20)
format:dictionaries
query_params:
query@key: prompt_query
outcome/notEmpty:
if@bool: {{results.data is not empty}}
then:
var.push:
inputs:
key: elements
value:
sheet/orgs:
label: Organizations
data@key: results:data
limit: 5
schema:
layout:
headings@bool: no
paging@bool: no
#filtering@bool: {{results._.paging.page.rows.of > 10}}
columns:
card/_label:
params:
image@bool: yes
bold@bool: yes
text/country:
&isTicket:
if@bool: {{prompt_query is prefixed ('#')}}
then:
data.query:
output: results
inputs:
query@text:
type:worklist.records
of:ticket
query:(mask:${mask} sort:-updated limit:20)
format:dictionaries
query_params:
mask: {{prompt_query[1:]}}*
outcome/notEmpty:
if@bool: {{results.data is not empty}}
then:
var.push:
inputs:
key: elements
value:
sheet/tickets:
label: Tickets
data@key: results:data
limit: 5
schema:
layout:
headings@bool: no
paging@bool: no
#filtering@bool: {{results._.paging.page.rows.of > 10}}
title_column: _label
columns:
card/_label:
params:
image@bool: yes
bold@bool: yes
card/initial_message_sender__label:
card/group__label:
text/status:
date/updated:
&isWorker:
if@bool: {{prompt_query is not prefixed ('#')}}
then:
data.query:
output: results
inputs:
query@text:
type:worklist.records
of:worker
query:(${terms} sort:-updated limit:20)
format:dictionaries
query_params:
terms: {{prompt_query}}
outcome/notEmpty:
if@bool: {{results.data is not empty}}
then:
var.push:
inputs:
key: elements
value:
sheet/workers:
label: Workers
data@key: results:data
limit: 5
schema:
layout:
headings@bool: no
paging@bool: no
#filtering@bool: {{results._.paging.page.rows.of > 10}}
columns:
card/_label:
params:
image@bool: yes
bold@bool: yes
text/title:
text/location:
policy_kata@raw:
commands:
data.query:
deny/type@bool: {{query.type != 'worklist.records'}}
allow@bool: yes
toolbar_section/global_menu:
fields:
name: Smart Search
toolbar_name: global.menu
priority@int: 50
is_disabled: 0
toolbar_kata@raw:
interaction/search:
label: Smart Search
uri: cerb:automation:wgm.search.multi_record
icon: search
#hidden@bool: {{row_selections ? 'no' : 'yes'}}
#badge: 0
after:
#refresh_widgets@list: ActionsClick the Continue button.
You should see output like the following:
Usage
The Smart Search interaction can be accessed from the global menu now found in the bottom right corner of any page.
It will search multiple record types all at once with a single query.
