Searching in Navigation Mode

The Search tool helps you find the items you need to work with. You access the search page from many places within the application, including the global toolbar and page toolbars. When searching within a folder hierarchy, you can search for any item that can be added to a folder.

Related Topics
In Other Guides
About Searches
Running an Advanced Search (Navigation Mode)

  1. To open the search page from the global toolbar, click > Library > Find Type.

    or

    From the global toolbar, click > IP Management > Find Type.

    where Type is one of these:


    • Libraries
    • Part Families
    • General Class
    • Document Families
    • Part
    • Documents

    Or

    To search for objects within a folder hierarchy:

    1. View the properties page for the folder. See Folder Properties.
    2. Click Search Within on the page toolbar.

    Or

    Select Add Existing or Add or Add Content from a page Actions menu or toolbar.

    Or


    1. For a list page, check an object in the list.
    2. Select Move or Reclassify from the page Actions menu or toolbar.

    Or

    Click next to a field in a dialog box.

    Many searches open the search page already showing a list of objects.



    The search page limits you to the type of object being searched for. The above example shows when searching within a folder. As such, you can search for any type of object.

  2. To switch to the form-based indexed search page, click Form Based View.

  3. To filter the results list based on a collection, select Collections > and the name of the collection. The results list shows only those objects in the selected collection that meet the criteria.

  4. To filter the results list based on object type:

    Your page might show a Library list below the Types list. Selecting libraries works the same way as selecting types.

    1. Click a type name in the Types list. The Type list is updated to show only the selected type and its children, and the results list is updated to show only objects with that type. Selecting a type is the same as searching for that specific type.



      The check boxes show your choices.

    2. Click a child type to further narrow the list.
    3. Click a parent type to remove the child type criteria.

  5. To filter the results list based on attribute values:

    1. Click an Attribute name.

      If the attribute contains a range of values, a list box of values for that attribute pops open and you can click the needed value(s).



      The numbers after the value indicate how many objects have that value. Some attributes allow you to select more than one value. Use shift-click to select a range of values; use control-click to select individual values.

      If the attribute contains dates (and there are many values) you can select On, On or after, On or before, or Between and enter a value. Use the calendar tool to enter date values. If there are fewer than a system-set value (the default is 10), the values show as a list.

      If the attribute contains yes/no values, click the option button for Yes or No.

    2. Click . The results are filtered based on objects that have that value for that attribute. If you selected a date range, a numeric range, or multiple values for an attribute, a column for that attribute is added to the results table.

      If you defined a custom view for the results table, the column is only added if you had previously added it to the list of visible columns. If not, the system adds it to the list of available columns and you can edit your custom view to include it.

    3. Continue selecting values for attributes as needed to filter the results list.

  6. To search for specific text in any attribute of an object:

    1. Type the keyword or text string in the Search box.

      Your system has a minimum required number of characters (default is 3) when using a wildcard. For example, you can enter "Pro*" in the box, but not "Pr*". Your Business Administrator can increase or decrease this minimum.

      You cannot use a single wildcard character in a multiword query that has spaces between the words unless the wildcard appears at the end of the query. Use a second wildcard to balance the first wildcard. For example, the queries "the cow jumped" and "the cow jumped*" are valid and the queries "th* cow jumped" and "t*e cow jumped" are not valid.

    2. Click Search.
    3. If you see a "Did You Mean" message, the search tool has found 1 or more terms that are close to but more common than the one you entered. Click a word or phrase to search for it.

      The results section is updated to show objects that contain that text as any attribute value. The search is not case-sensitive and the results include all matches based on pieces of the given string. Non-alphanumeric characters are not recognized by the search engine.

      If the searched-for text is found more than once for an object, a single row presents the found data for that object (not a separate row for each time the searched-for text is found), without indicating where the text was found.