v2.1.5+ Finding items on the canvas using the Search tab

In the Search tab of the palette, you can search for and select any workflow or AI agent currently placed on the canvas.

Before you begin

To search for items using the Search tab, you must have a workspace open in the UI with at least one workflow or AI agent placed on the canvas.

About this task

The Search tab displays all workflows and AI agents currently placed on the canvas in a hierarchical tree structure. Use this tab to locate a specific item in a complex workspace without manually scrolling through the canvas.

The Search tab in the palette is distinct from the tree view in the Orchestration Monitor, which organizes plan items by folder for monitoring purposes.

Procedure

  1. In the UI, open a workspace that contains items on the canvas.
    The canvas opens with the palette displayed on the left side.
  2. In the palette, click Search.
    The Search tab opens, displaying all workflows and AI agents currently placed on the canvas.
  3. In the search field, type the name of the item you want to locate.
    The tree filters to show only matching items, with their names highlighted.
  4. Click the item in the tree.
    The item is selected on the canvas.

Results

The selected item is highlighted on the canvas, ready for editing or configuration in the properties panel.

What to do next

After selecting an item, you can configure its properties in the panel on the right side of the canvas. For information about all palette tabs, see Using the palette.