Selecting a Type

Many pages within the MatrixOne applications require that you select a type. This occurs, for example, in search functions and in some create functions, where you can create a subtype.

To select a type or subtype

1. Click next to a Type field on a form page. The Select Type pop-up window appears.

Only the types pertinent to the selection you need are shown. For example, if you are selecting a type of specification, the only choices shown are CAD Model, CAD Drawing and Drawing Print.

2. The type list may or may not show all types accessible for your role, depending on your installation setup. You can limit the number of types shown or find additional types by using the filter bar.
1. Select an operator:

begins with--The system looks for type names that begin with the text you enter (like including a wildcard * at the end of the text you enter).

ends with--The system looks for type names that end with the text you enter (like including a wildcard * at the beginning of the text you enter).

contains--The system looks for type names that include the text you enter (like including a wildcard * before and after the text you enter).

equals--The system looks for type names that exactly match the text you enter.

2. Type the text to search on. This field is case-sensitive.
3. Check Top Level Only if you want to see only parent types, or uncheck it to see all type and subtypes that match your filter criteria.
4. Click Filter.

For example, to search for all parts, select "contains" from the drop-down list, type "Part" in the text field, and uncheck "Top Level Only." The list will change to show all types that contain the word "Part", for example: Part, Electrical Part, Mechanical Part, Component Part, etc.

3. A plus sign to the left of a type indicates that there are subtypes of that type. Click the plus sign to expand the type hierarchy. Click the minus sign to collapse the hierarchy.
4. Click the check boxes of the types you want to include. If you are allowed to choose only one type, you will see buttons rather than check boxes.
5. Click Select.

The Select Type window closes automatically and display returns to the page where you initiated the search. If you selected multiple types, all are included in the text box, separated by commas.