Using Search and Select

Two different kinds of searches within MatrixOne applications require you to provide search criteria and then select one or more items from the search results.

• On many pages within MatrixOne applications, an ellipsis button is included when you need to search for an object. For example, when you are connecting new parts to an ECO, or selecting a new product line to apply an ECR.
• When you are viewing a list of objects, the Add Existing link is available to add objects that currently exist in the database to the list. For example, the link is available when you are viewing a list of part revisions or specifications.

In either case, the Search page allows you to specify search criteria to find the item you want, and the search results page allows you to select objects. You may be allowed to select just one item, or you may have the option of selecting multiple items.

To use search and select

1. Click next to the field in the page where you need to search for objects.

Or

If you are adding an existing object to the a list of objects, click Add Existing from the page Actions menu.

The Search page opens, showing selections appropriate to the action you want to perform.

2. Enter basic search criteria. In general, all searches contain the same basic information. In certain cases, some of the attributes listed below are not available.

Type. Click to select the type or subtype. See Selecting a Type.

Name. To search for a specific object or group of objects, you can provide a name. Names can include wildcard characters, for example, 001* or *-Version 8. The default is *, which includes all names.

Revision. To search for a specific revision, type the revision number or sequence. Revisions can include wildcards, for example, 5-*. The default is *, which includes all revisions.

Description. To search for objects that contain a specific word or phrase in the description, type the word or phrase using wildcards. For example, if you are searching for parts whose description contains the word machine, you would type *machine* in the text box. This search is not case-sensitive.

Owner. Type a user name or part of a name (using wildcards) if you want to limit the search to objects owned by a particular person. An engineer might use this to find all objects that s/he is assigned.

Originator. Type a user name or part of a name (using wildcards) from the list if you want to limit the search to objects created by a particular person.

Select a Revision option: Show All Revisions, Show Highest Released Revisions, Show Highest Released and un-Released Revisions.

Vault. You can choose any of the following vault options:

• All--Searches all vaults to which you have access, including local and remote vaults.
• Local--Searches only the local vault.
• Default --Searches only the vault defined as your default vault in your person definition.
• Selected--If multiple vaults are available, you can click to limit the search to specific vault(s). See Selecting a Vault for details.
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. When you have entered your search criteria, click Search.

The Select page appears, listing summary information for all items that match your search criteria. You can use the pagination controls to navigate to other pages. See Navigating Within a Table for details.

5. Check the item(s) you want to include. If you are allowed to choose only one item, you will see buttons rather than check boxes.
6. Click Done.