Running a Search

You can search to find objects in ENOVIA Product Line Management. The search results can be limited by including specific search criteria. If your system is configured to use indexed search, see Running an Indexed Search (Navigation Mode) for help. 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
About Search
Working with Product Lines
Finding and Selecting a Change Board

  1. To search for an object, do one of the following:

    • 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.



    Note: You can click Reset at any time to clear all criteria fields.

  2. Enter criteria as needed; you can use wildcards and enter multiple values (separated by commas or line breaks) in any text field. Depending on your installation setup, you may see additional or fewer fields:

    Type. Click to change the type shown in the text box. If you change the type, the values available for the Policy field are updated to list only those policies that support the selected type. See "Selecting a Type" in the AEF Help

    Owner. Enter the name of the person who owns the object.

    Originator. Enter the name of the person who created to object.

    Title. Enter the title of the object (the title may be different from the name).

    Name. Enter the name of the object.

    Policy. To select a specific policy:

    1. Click . Not all Types support more than one policy:

    2. Click the needed policy.
    3. Click . If you change the policy, the values available for the Current field are updated to list the states in the selected policy.
    4. Modified. Click to search for objects modified within a specific date range. This field works the same as Originated.

  3. Use the Limit to text box to specify how many items should be shown in the search results. 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 by default 1000, but may vary depending on your installation setup.

  4. Click Search.

    The bottom of the page displays the results that meet your criteria. For each object that matches the search criteria, the results list these details:

    Name. The name of the object. Click the name to view the Properties page for the object.

    Revision. The revision level.

    Type. The object type.

    Description. A description of the object.

    State. The current lifecycle state for the object.

    . Shows this icon if files are checked into or connected to the object. See Files Associated with an Object.

    . Shows the primary image for that object, if defined. See Managing Images.

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

  5. 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.

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

  7. To add selected items to a collection, click Collections, and then click:

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