Persona Help Center
Overview
Persona's Omnisearch is the built-in search functionality inside the Persona dashboard. With Omnisearch, you can find key Persona objects like inquiries or verifications and find support resources.
Where is Omnisearch
Omnisearch is located in the top left navigation bar of your Persona Dashboard, above Home.
Using Omnisearch
Use Omnisearch to find specific Persona objects, quickly jump to specific view, take action, and access useful resources.
Find and look up Persona objects
You can use Omnisearch to look up specific Persona objects by searching for the object ID, Reference ID (if applicable), or Identifier (if configured) to review results or identity data.
In this example, a user is searching for a specific Report
When searching by object ID, the search query must be an exact match for one of those values to return desired results. The types of supported objects include:
Product run-related objects
Search these objects to quickly access dashboard views to review results, PII, or take action on a specific identity. These objects include the following and their IDs also look like:
| Object | Object ID Pattern for use in Omnisearch | Example of Object ID |
|---|---|---|
| Accounts | Starts with act_ | act_pqHZGEVAAmum2BU2MpaEJQ1sJL7K |
| Inquiries | Starts with inq_ | inq_4QPsukzCWXvkQTXuTz1Pqj7nSQR3 |
| Transactions | Starts with txn_ | txn_kZBH9tjFs8Gh4b78aVSaLihuRhH3 |
| Verifications | Starts with ver_ | ver_KLVJHFSQMhRPXpehF8Kaf6q4MDCr |
| Workflow Runs | Starts with wfl_ | wfl_3YP6yYgUwhupHoSH5ptskNTt |
| Cases | Starts with case_ | case_S5n16txg35DtZ9sytNCXsw14pnDT |
| Reports | Starts with rep_ | rep_nm3pd5QsUYCa4Hp7GjGmzmWyAvG3 |
Product template-related objects
Searching for these objects can enable you to quickly get to dashboard views to update configurations for a solution or make changes to how Persona is integrated with your product or service. These objects include the following and their IDs also look like:
| Object | Object ID Pattern for use in Omnisearch | Example of Object ID |
|---|---|---|
| Inquiry Templates | Starts with itmpl_ | itmpl_Dw4eVNEyZfBsDkBabtfnMeQj |
| Verification Templates | Starts with vtmpl_ | vtmpl_aLdVonYwsQWbgg5z56JdgdZzNmSs |
| Transaction Types | Starts with txntp_ | txntp_RFUdnxwF9c3AL2ydGVPr1TrVeyVf |
| Workflows | Starts with wfl_ | wfl_ark7GDAH8hqDQSb1y6eZfh3sFVxs |
| Case Templates | Starts with ctmpl_ | ctmpl_Rg8pvF4o2mc4vUjjWXXKC9Aj |
| Report Templates | Starts with rptp_ | rptp_yA6Hyb3CQ9YDRuDpWkfyYmhSYcE3 |
Developer and integration-related log objects
Searching for these objects can enable you to quickly get to dashboard views to debug issues with API calls or webhooks, review marketplace or 3rd party integration-related logs, and look at chronologically-ordered timelines for events occurring within Persona. These objects include the following and their IDs also look like:
| Object | Object ID Pattern for use in Omnisearch | Example of Object ID |
|---|---|---|
| API Log | Starts with req_ | req_kfeLQBUxYNKA6AQdsDxtJAX897zi |
| Events | Starts with evt_ | evt_3CDJnQ4d5xHaigAnXQ53b1RytSXt |
| Webhook Events | Starts with wbhe_ | wbhe_EUedR6aR6FBDd3UFVgH9npKA1ffK |
| External Integration Log | Starts with eil_ | eil_gPmh4nm1dwqec1sKmGye97rz8s2M |
Find helpful articles and resources from the Help Center that are related to your query
You can use Omnisearch to look up terms or questions that you may have while you are navigating the Persona Dashboard. Omnisearch will return relevant Resource Center articles and materials that relate to your query.
In this example, a user is searching for "password" and multiple Help Center articles are returned in Omnisearch
Find and use Shortcuts for common actions within Persona
Use Omnisearch to execute common actions within Persona such as creating an Inquiry. Using Omnisearch's Shortcuts allow you to streamline processes by reducing clicks and navigation when you're a power user of Persona or need to conduct the same action multiple times.
In this example, a user is searching for create and Omnisearch returns multiple Shortcut results as the user continues to type
Omnisearch keyboard hot keys
You can also use common keyboard shortcuts with Omnisearch:
- ctrl/cmd+K to open Omnisearch on any page
- up/down arrow keys to highlight a result
- Enter to open a result