Search Dialog Box
The
Search dialog box opens when you select either > or the
Search button in the
Browser. Use this dialog to search for objects in stored in a PTC Server. You can only search for the latest iteration of each revision of a PTC Server object. Search results are displayed in the
Browser. You can save searches to easily repeat them later.
You can use wildcard characters to modify your search. Note that you cannot use wildcard characters in fields with drop-down lists. The following wildcard characters are available for general use:
• Asterisk ( * ) — Replaces any number of characters. For example, to retrieve all documents with a variation of the word “design” in the document name, you would enter *design* in the search field. This would retrieve documents with “design,” “designing,” “designs,” “designer,” and so forth in the title.
• Question mark ( ? ) — Replaces a single character. For example, to retrieve all documents with one character after the word “design” in the document name, you would enter design? in the search field. This would retrieve documents with “design,” “designs,” “DesignB,” and so forth in the title.
If the InStream search engine is installed, additional wildcard characters are available. See the Arbortext Content Manager or Windchill documentation for more information about the InStream search engine and its capabilities.
The Search dialog box contains the following tabs and options:
• Keyword — Specifies one or more words to search for in the object properties or the object content, depending on the server configuration.
If the InStream search engine is installed, the search includes all of the object properties. If the InStream search engine is installed and the correct indexing rules are configured, the search includes the content of the object. If the InStream search engine is not installed, the search only includes the name and number of an object by default. However, your system administrator can define additional fields to include in the search.
• Search in — Enables you to define the scope for your search.
The default is the current context.
• Search for — Enables you to define the type or subtype for the objects you want to search.
The list of types is determined by your system administrator. In general, the list includes the Dynamic Document object type and all of its subtypes.
• Include subtypes — Determines whether subtypes of the object specified in the Search for field are included in the search.
The Include subtypes checkbox is checked by default.
• Simple tab — Enables you to specify limited criteria for a search.
• Advanced tab — Enables you to develop a search based on multiple criteria and to save a search for future use.
• Show results that can be viewed only — Determines whether search results displayed in the Browser contain the iterations of an object that are either in the currently active workspace or conform to the workspace configuration specification.
If you disable this option, search results will contain all objects that match the search criteria. However, some of these objects are not in the active workspace and do not conform to the workspace configuration specification. Those objects have gray icons and cannot be viewed and edited in Arbortext Editor. You can view the properties of the objects. See the Arbortext Content Manager or Windchill documentation for more information about iterations and workspaces.
• Search — Performs the specified search.
• Clear — Clears all specified search criteria from the dialog.
The Simple tab contains the following options:
• Name — Enables you to enter a document name for which you want to search.
• Created — Enables you to use the date a document was created to limit the scope of the search.
You can either select from a list of ranges, such as Last 7 Days, or you can specify two specific dates to use as the date range.
• Modified — Enables you to use the date a document was last modified to limit the scope of the search.
You can either select from a list of ranges, such as Last 7 Days, or you can specify two specific dates to use as the date range.
If you specify multiple search criteria in the Simple tab, all the criteria must be met before a document is added to the search results.
The Advanced tab contains the following options:
• Saved Searches — Enables you to select a saved search.
Click on the drop-down list to view your saved searches and select a saved search. When you select a saved search, the saved search criteria display in the dialog box. You can modify the criteria before executing a search.
• Save — Opens the
Save Search Criteria dialog box where you can save a search for future use or rename an existing saved search.
• Manage — Opens the
Open Saved Search dialog box where you can delete a saved search.
Clicking this option clears all current search criteria from dialog box.
• Criteria — Enables you to select from a list of search criteria to build a search query.
The list includes properties on the object type defined by the system administrator and some system properties.
• Add to List — Adds the criteria selected in the Criteria field to the list of search criteria.
You can add the same criteria to the list multiple times to search for multiple values.
• Match all Criteria — Determines whether the search must match all or any of the listed search criteria.
If you select this option, all of the search criteria in the list must be met before a document is added to the search results. If you do not select this option, meeting any of the listed search criteria is sufficient for a document to be added to the search results.
• Remove — Removes selected criteria from the search criteria list.
• Criteria Name — The list of search criteria added to the search query through the Add to List button.
If you select the checkbox next to the Criteria Name heading, all search criteria in the list are selected. You can also select each search criteria individually by selecting the checkbox next to the criteria in the list. Selected criteria can be removed from the list with the Remove button.
• Operator — For each criteria in the list, determines the comparison used for the search.
The type of operator varies based on the individual search criteria. For example, the Name criteria has the operators Equals and Not equals. Criteria based on date, such as Created on, has either a list of ranges for the operator or enables you to enter a specific range of dates through the Between operator.
• Value — For each criteria in the list, determines the value used to retrieve search results.
The type of value varies based on the individual search criteria. For criteria like Name, you can enter a string. For criteria based on date, you cannot edit this field as the value is set through the Operator field. For criteria like State, you select the value from a list in the field.