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Frequently Used Functions


Searching for Objects

The search function enables you to find objects in MatrixOne applications. The search results can be limited by including specific search criteria.

Search can be conducted either from the global toolbar or from specific locations within MatrixOne applications, such as when filling in a field within a form. For example, many Edit Details pages contain an Owner field with an ellipsis button which provides access to the Find Person page.

You access the main search function from the global toolbar. By default, the main search page is Saved Searches, but you may see a different main search page, depending on your installation setup and the roles you are assigned.

You can click Search from the global toolbar to go directly to the main search page or select the type of search you want to perform from the drop-down list. The Search Types menu on the main search page contains the same options as the drop-down list, with additional save options. By default, the drop-down list contains search options for all installed MatrixOne applications and search options that are shared across applications. Since this is configurable, you may see different options than those described here.

The search results you receive are dependent on the roles you are assigned and your access privileges for different types of objects. For example, suppose you are searching for parts. If design responsibility is assigned for a particular part, that part will be shown only to the part owner and to users who have read/show access and are members of the organization that has design responsibility for the part.

The following sections explain the search processes:

Using General Search

Using Advanced Search

Saving Search Criteria

Working with Saved Searches

Selecting a Type

Selecting a Vault

Finding and Selecting People

Using Search and Select

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Last updated: 04/22/04 17:05:14