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Command Palette

Use the command palette to reach any page in Beelocity and to start documents, without clicking through menus.

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Use the command palette to reach any page in Beelocity and to start documents, without clicking through menus. The sidebar shows one module at a time, so the palette is the fastest way to jump between modules. It also reaches pages that are not in the sidebar at all, such as Settings and its access-control screens.

Opening the Command Palette

There are two ways to open it:

  • Ctrl+K opens it on Windows and Linux, and ⌘K opens it on a Mac.
  • Search… opens it too. You find this field in the bar across the top of every page, beside the bell. On a phone, it is the magnifying glass alone.

Using the Command Palette

When the palette opens, you see a search field at the top.

  • An empty search shows your most recently visited pages first. Then come the module overview pages, the actions available to you, and finally the full page list, grouped by module.
  • A typed search narrows the results as you type. The palette accepts close matches, so you do not need the exact page name. Partial words and abbreviations work. For example, “fam” finds Product Families.
  • A search of several words lists what holds all of them. For example, “new credit” lists New credit note, and not every other action that starts with New. If nothing holds every word, perhaps because of a typo, the palette shows its close matches instead.

The palette also finds a page by its name in the other two languages.

A page in a module shows its full location, for example Sales › Setup › Price Lists. So the palette also tells you where a page is in the sidebar.

Actions

The palette can also do things. To see the actions, type “new” or the name of a document. Every document that you can start from its list with New has its action here. Examples are New sales order, New delivery note, New credit note, New goods receipt, New supplier invoice, New work request and New receipt or payment. When you pick one, Beelocity opens the form for a new document. Switch organization, New organization and Go to Settings are there too. You only see the actions that your permissions allow.

Records

The palette also searches your data, not only your pages. Type two or more characters, such as a partner’s name, a product’s name, a document number like SO-2026-000123 or an asset code. A Records section then appears below the page results, with live matches.

The section covers partners, products, assets and POS registers. It also covers every document that has a number, by the number printed on it. Examples are a quotation, a delivery note, a supplier invoice, a receipt or payment, a stock adjustment, a bill of materials and a POS ticket. Only contracts, payslips and import programmes are left out. It shows up to five matches of each kind.

Each hit shows what it is and its code, for example Partner · ACME-01. A document has no code, so its hit shows its status instead, such as Purchase order · Completed. When you pick one, Beelocity opens that record’s page.

Records respect your permissions. You only see the kinds of record whose pages you can open. Any row access rules that narrow your view apply here as they do on the lists. So a search never shows a record that is hidden from you. The search runs when you pause typing, so there is no button to press.

  • Use the Up and Down arrow keys to highlight a result.
  • Press Enter to open the highlighted result.
  • Press Esc, or click outside the palette, to close it without going anywhere.

The footer of the palette reminds you of these keys.

Which Pages Are Available?

The command palette includes every page that you have permission to open. If your role does not give you a page, the page does not appear in the results. The pages of a module that your organization has turned off do not appear either.

This covers every sidebar page, and also the pages that are not in the sidebar. Those are Settings and every access control screen in it. The screens are Roles, Members, Invitations, Policies, Approval Workflows, Row Access, Field Visibility, Field Editability, Hierarchy, User Assignments, Delegations and the Audit Log.

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