Finding and Selecting People

Many pages within ENOVIA products require that you select a user. You may be required to select a user when reassigning ownership of an object or assigning a designated user for an object. Other pages allow you to search for people, groups, or roles using the page Actions menu.

ENOVIA uses 2 types of search pages for people. If you see a search page with fields on the top and results on the bottom, see Running a Search for instructions.

Before you begin: Open the create, search, or other dialog box where you need to select a username.
Related Topics
Using Search and Select

  1. Click next to the field that requires that you select a user.



  2. Specify search criteria to limit the number of items included in the search results, or leave the defaults of * to search for all of the type of user selected.

    The Search People search criteria includes some or all of the following fields, depending on where you accessed search from:

    Field Name How to Enter Data
    User Name If you know the person's User Name as it is defined in the system, type the name or part of a name (using wildcards).
    Last Name Type the person's last name or part of a name (using wildcards).
    First Name Type the person's first name or part of a name (using wildcards).
    Company Type a company name or part of a name (using wildcards). This can be a company, subsidiary, or department. The search results will include employees of the company, but not persons who only have role access to the company.
    Business Unit Type a business unit name or part of a name (using wildcards).
    Vault Choose any of the following vault options:
    • User Default. The vault defined as your default vault in Preferences or, if no preference is defined, in your person definition.
    • Local. Primary and secondary vaults for your company to which you have access that are local to the connected server.
    • Selected. If multiple vaults are available, you can click to limit the search to specific vault(s). See Selecting a Vault for details.
    • All. All primary and secondary vaults to which you have access, including local and remote vaults for your company and for collaboration partner companies.

  3. Use the Limit to box to limit the number of items that are listed in the results list. For example, if you limit the results to 50, the system will get only the first 50 items from the database that match your criteria. The maximum is 32767.

  4. Click Search or Find.

    The Search Results page appears, listing the names of all users that match your search criteria. You may also see additional information such as Login Name and Company, depending on where you accessed search from.



  5. Check the person, group, or role you want to select.

    If selection of multiple people, groups, or roles is allowed, the search results page shows check boxes instead of buttons.

  6. Click Done. The window closes and you see the page where you initiated the search with the name of the selected user, role or group in the text box.