This guide provides instructions on using the Search Bar to efficiently find and query project data, enhancing organization and productivity in the Smart Site Plan Platform.
Getting Here
The Search Bar is located in the top-left corner of the Smart Site Plan interface, marked by a yellow magnifying glass button. After signing in, select the bar labeled Search in {Project Name} to begin searching for project data.
Search History
If you have used the Search Bar previously, a Search History section appears at the top of the search interface, listing past actions such as location visits, layer activations, or project navigations.
Search Our Help Articles
Search for help articles to learn about specific platform features or find additional information. This option directs you to the Smart Site Plan documentation website, applying the same search term entered.
- In the Search Bar, enter a keyword and select the option labeled Search our Help Articles.
- You will be redirected to the Help Articles website, displaying results for the entered keyword.
Search in Open Data
Search directly within the Open Data section without navigating to it manually. The search term is applied to available Open Data sources.
- In the Search Bar, enter a term and select the option labeled Search in Open Data.
- You will be directed to the Open Data section, where the term is searched automatically.
Map Objects
Search for entities within Layers or Open Data to quickly locate map objects based on their attributes. Note: Open Data searches are limited to 1,000 entities within the current map view.
- In the Layers or Open Data panel, activate the dataset you wish to search. For Open Data, ensure entities are within or partially visible in the current map view.
- In the Search Bar, enter a term using the format: {Name of layer}{Name or value of attribute}.
- From the search results:
- Select an entity to view its map location and attribute details.
- Select the button labeled Download to export all matching entities to a spreadsheet.
Layers
Search for Layers data by group or layer name. Results appear in the Layers section of the search interface.
- In the Search Bar, enter a term using the format: {Name of layer}{Name of group}.
- Select a layer from the results to add it to the map, activating it without leaving the search interface. Note: Searching by group name displays all layers within that group.
Forms
Search for Forms data, including Template, Draft, or Completed forms. Matching forms appear in the search interface, and completed forms can be exported as a spreadsheet.
- In the Search Bar, enter a term using the format: {Name of form}({Template, Draft, Complete}){Templates – Owner, Draft/Complete – First field’s value or time of submission}.
- Select a form to open it. Template forms open for editing, while Completed forms are view-only.
- Select the button labeled Download to export matching completed forms to a spreadsheet.
- The spreadsheet includes columns: Form ID, Form Name, Form Date, Form Project, and Form Submitter. Attachments are formatted as {name of attached item} – {Smart Site Plan URL}.
Files
Search for Files data by folder or file name. Results appear in the Files section of the search interface.
- In the Search Bar, enter a term using the format: {Name of file}{Name of folder}.
- Select a file to open it in a new tab (e.g., an image file like test_image.jpg opens the image).
Tasks
Search for Tasks data by task name. Results appear in the Tasks section of the search interface.
- In the Search Bar, enter a term using the format: {Name of task}{Due date of task}.
- Select a task to open the Tasks panel for viewing.
Projects
Search for Projects to switch between projects quickly. Results use the format: {Name of project}{Email of project owner}.
- In the Search Bar, enter a term.
- Select a project from the results. In the prompt that appears, select OK to navigate to the chosen project.
Places
Search for locations worldwide. Selecting a result centers the map on that location with a marker displaying additional details.
- In the Search Bar, enter a location.
- Select a place from the results to center the map on that location, with a marker showing additional information.
- Select the button labeled Delete to remove the marker from the map.
Need more help with Search Bar? Our team is here to help. You can reach us at Smart Site Plan Support.