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Searching knowledge bases from a dashboard

4 steps± 3 minVideoVerified 22 Oct 2026
  1. Step 1 · Open your development environment
  2. Step 2 · Put down a search tile
  3. Step 3 · Bind the tile to a search text at the top
  4. Step 4 · Ask a question

Next to the figures you sometimes want the answer to a question straight away: how to adjust the brakes, what the contract says. A search tile searches by meaning in the knowledge bases you choose and shows the best matching parts, with the document they come from. Bind it to a search text in the filter bar, and it searches along with what you type there.

Watch the whole guide as a video4 steps in one film
Step 1 / 4

Open your development environment

In the portal, under Environments, click Development, and there Open. Flow opens in a new tab and you are signed in straight away.

  1. Click Development
Open your development environment · Click Development
  1. Click Open ↗
Open your development environment · Click Open ↗
Step 2 / 4

Put down a search tile

Open the dashboard and click Search in the palette. On the right, under Search in, choose the knowledge bases the tile searches, and how many results it shows. Search respects classification and modules: whoever looks at the dashboard only finds what they may read.

  1. Click the dashboard ‘Workshop help desk’
Put down a search tile · Click the dashboard ‘Workshop help desk’
  1. Click Search
Put down a search tile · Click Search
  1. In Title, type Search the handbook
Put down a search tile · In Title, type Search the handbook
  1. Click the knowledge base ‘Workshop handbook’
Put down a search tile · Click the knowledge base ‘Workshop handbook’
  1. In Number of results, type 2
Put down a search tile · In Number of results, type 2
Step 3 / 4

Bind the tile to a search text at the top

On the Dashboard tab you add a text filter to the filter bar with ＋ Search text; call it Question. Then choose the search tile again and tick Question under Dashboard filters: what someone types at the top is now the tile's question. Publish, so that the people you share it with get the search tile too.

  1. Click Dashboard
Bind the tile to a search text at the top · Click Dashboard
  1. Click ＋ Search text
Bind the tile to a search text at the top · Click ＋ Search text
  1. In Label, type Question
Bind the tile to a search text at the top · In Label, type Question
  1. Click the search tile
Bind the tile to a search text at the top · Click the search tile
  1. Click Question
Bind the tile to a search text at the top · Click Question
  1. Click Publish
Bind the tile to a search text at the top · Click Publish
Step 4 / 4

Ask a question

Type a question at the top, in your own words. The tile searches by meaning: even without exactly the same words it finds the part about it, with the document and the knowledge base below it as the source, and how well it fits.

  1. In QUESTION, type My brake lever almost reaches the handlebar
Ask a question · In QUESTION, type My brake lever almost reaches the handlebar
Ask a question · The best part comes from ‘Adjusting the brakes’.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).