Common Components Help

AEF Help

Choosing by Searching

This describes how to use search pages that let you choose an item or items as part of performing a particular task. For example, when adding members to a workspace, you need to search for the people to add. The search pages are very similar to the main search pages you use to find an item to work with, as described in Searching for Items to Work With.

This procedure assumes that you have already initiated the command that opens the search page.

To choose an item or items by searching

1. From the Find or Search page, enter search criteria.

Here are some general guidelines for entering search criteria. Use the table below these guidelines for more specific instructions for each type of search.

• The system looks for items that meet all the basic criteria that you enter (it's an AND search).
• When entering text to search on, use a wildcard character (*) to substitute for any characters you are unsure of or don't want to enter. These fields are case sensitive; make sure you type upper-case and lower-case letters exactly as specified in the part information. If you don't want to search using a criteria that requires text input, leave the * in the box.

  Search Type	Description of Possible Criteria
  Person	Username--To search based on the username the person uses to log in, type the username. Use the * wildcard to represent any number of characters. The search is case sensitive so make sure you use the correct case. If you don't want to search by username name, leave the * wildcard in the box. Last Name, First Name--To search based on the person's last or first name, type the name. Use the * wildcard to represent any number of characters. The search is case sensitive so make sure you use the correct case. If you don't want to search by username name, leave the * wildcard in the box. Organization--To search based on the person's company, choose the company. When searching for people to add to a workspace, this list is limited to the companies your company collaborates with. Role--To search based on the person's role, choose the role.
  Role	Name--To search based on the role's name, type the name. Use the * wildcard to represent any number of characters. The search is case sensitive so make sure you use the correct case. If you don't want to search by username name, leave the * wildcard in the box. Level--Check Top level to search only for top level roles, Sublevels to include sub-roles.
  Unmanaged file	The search for unmanaged files, those that are in the database but not in a folder, is the same as the search for folder documents, except there are no options for specifying a folder.
  Sourcing Central items, such as RFQs, packages, and quotations	For instructions on entering criteria for Sourcing Central items, see the Sourcing Central Guide.
  Route template	Name--To search for templates by name, enter the name of the template or enter part of it and use the wildcard *. The search is case sensitive. If you don't want to search by name, leave the * in the box. Availability--Choose Enterprise to search only for templates created by your Company Representative and available to all route members. Choose User to search only for templates that you created within the workspace. If you don't want to limit the search by scope, choose *.

2. If there is a More link at the bottom of the criteria page, you can enter advanced criteria. For instructions, see Using Advanced Search.
3. When you have entered your search criteria, click Search to display the search results.

The Select page appears, listing summary information for all items that match your search criteria.

If the task you are completing lets you choose more than one item, the page shows a check box next to each item, allowing you to choose as many items as you want. If you can only choose one item, there is a circular button next to each item.

4. Choose the item or items you want to work with.
5. Click Done.