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Procedure documentationDefining Search Queries Locate this document in the navigation structure

 

Search queries combine several selection criteria and simplify the process of finding documents. You save several search criteria in one template. You can use this template to avoid entering often-used individual search criteria on various tab pages.

The following types of search query exist:

  • Global query: A query that any user can allocate before searching for a document.

  • Personal query: A query that can only be allocated by the user that created the personal query.

  • Recent query: A query that is stored by the application every time the user executes the advanced search. The application stores a maximum of three recent queries, after which the first query is deleted and replaced by the second query.

Procedure

Creating Queries
  1. In the Documents work center on the PLM Web UI, choose Advanced Search.

  2. Enter the search criteria on the relevant tab page, for example, on the Document tab page.

  3. Choose the Save Search Query As pushbutton.

  4. Enter a technical name and a description.

    You can also define if the query is a personal or global query.

  5. Save the search query.

    You can now start the search.

Using Existing Queries
  1. In the Documents work center on the PLM Web UI, choose Advanced Search.

  2. Select the Use Existing Search Query search mode.

  3. Select the required entry in the Type of Search Query field.

    You can select a personal, recent, or global query.

  4. Select the search query from the input help.

  5. Choose the Load pushbutton.