Running an Indexed Search (Form Mode)

You can search to find objects in Product Line Management. A full text search in Product Line Management can use a form based method where the search results can be limited by including specific search criteria. This page is an alternative search page. For details, see About Search.

From the search results, you may be allowed to select just one object, or you may have the option of selecting multiple objects.

Before you begin: If searching from an object page, navigate to that page.
Related Topics
Running a Search
Finding and Selecting a Change Board
Running an Indexed Search (Navigation Mode)

  1. Click Search > Product Line from the global toolbar.

    • Click next to the field in the page where you need to search for objects.
    • If you are adding an existing object to the a list of objects, click Add Existing from the page Actions menu or page toolbar.



    The top of the page lets you enter criteria to filter the result set; the attributes in this section can be configured by your system administrator and may be different from this example. The bottom of the page shows the result list. Depending on where you initiated the search, the page may have criteria (types and attribute values) that you cannot change. To switch to the navigation search page, click Navigation View. Running an Indexed Search (Navigation Mode). Not all search pages have this button.

  2. Enter search criteria as explained below in steps 3 to 7 and click Search.

    Note: You can click Search at any point when entering criteria to view an updated results list.

    The Results value shows the number of objects found. The value may display like this: Results: 1000 of 89076.

    If so, your system is configured to limit the number of objects returned. The total count (89076 in this example) is a predicted estimate. By using a prediction instead of an exact count, the results page loads faster.

    For each object, this page lists:

    Name. The object's name.

    Rev. The revision of the object.

    Type. The object type, such as Part or Model.

    Description. The object's description.

    State. The current lifecycle state for the object.

    . Opens a window showing the Properties page for that object.

  3. To switch to the navigation search page, click Navigation View. Not all search pages have this button.

  4. To select a specific type, click Type and the list of types pops open. Click the needed subtype.



    The results list is filtered to show only the selected types. The criteria is updated to show fields for the searchable attributes of the new type.

  5. To select a specific library, click Libraries and the list of libraries pops open. Click the needed library.



    The results list is filtered to show only objects in the selected library.

  6. To filter the result 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.

  7. To filter the search based on an attribute value:

    1. Type the needed value.

      Or

    2. Use the button to select from a list) in the specific field and:

      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. Some attributes allow you to select more than one value.

      If the attribute contains dates you can enter the start and end dates for the search. Use the calendar tool to enter date values.

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

      If the attribute includes a unit of measure, enter a value and select the units.

    3. Click to close the popup with the selected value. You can enter values for as many attributes as needed.
    4. Click Search.

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

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

  9. To save the search criteria, including the Type and Attribute selections:

    1. Click > Save As.
    2. Enter a name for the search, or select an existing search to overwrite it.
    3. Click Done.

  10. To re-execute a saved search, click and click the name of the search.

  11. To clear all search criteria, click Reset.

  12. To add selected items to a collection, click Collections, and then click one of:

    • Add to Clipboard Collection. Adds the items to your clipboard collection
    • New / Add to Collections. Opens the Select Collection dialog. See "Working with Collections" in the AEF Help.

  13. Click Done.