Turnkey PLM Training - Intro Key Users - Searching.pptx

officialjacobwest 55 views 17 slides Sep 21, 2024
Slide 1
Slide 1 of 17
Slide 1
1
Slide 2
2
Slide 3
3
Slide 4
4
Slide 5
5
Slide 6
6
Slide 7
7
Slide 8
8
Slide 9
9
Slide 10
10
Slide 11
11
Slide 12
12
Slide 13
13
Slide 14
14
Slide 15
15
Slide 16
16
Slide 17
17

About This Presentation

Training - Cre8tive Turnkey PLM


Slide Content

SEARCHING

Searching in Turnkey PLM 1

Searching in Turnkey PLM 2 Enter desired Search criteria Can narrow by type Selecting type brings up custom attributes No fields are required Number of hits for current search criteria displayed at the bottom

Searching in Turnkey PLM 3 Search by date, three options: Preset date ranges Select dates To select over long date ranges use ‘Shift-Click’ Type in date range

Wildcards * ? Searching in Turnkey PLM Comparison Operators < > <= >= - ! || !* ? Relative dates # #y #m #w (#-1) (#+1) (#m-1) (#y+1) today this year this month this week yesterday tomorrow last month next year less than greater than equal or less than equal or greater than from - to exclusion of text Or search for empty fields search for non-empty fields replace any characters replace one character

Searching in Turnkey PLM 5 Search results appear in new tab

Filtering a Search 6 Group by this column Groups results by type

Filtering a Search 7 Group by this column Groups results by type

Filtering a Search 8 Filters Works like filter in Excel

Filtering a Search 9 Search results Searches text of all columns Highlights rows with searched text

Filtering a Search 10 Keep selected Lines Hide selected lines

Saving a Search 11 Click and drag search tab to ‘My saved searches’

Saving a Search 12 A popup will appear Give the search a Name and optional Description

Saving a Search 13 The search now appears in ‘My saved searches’ Double click the search to open

Saving a Search 14 To make a search available to anyone, drag-and-drop into ‘Public saved searches’ You can pull searches from ‘Public saved searches’ into ‘My saved searches’

Saving a Search 15 Get notified when there are new search results by dragging-and-dropping a search into ‘Subscriptions’ Double click a subscription search to see new results only

demo Search for all Drawing Document Type Save the search Subscribe to the search Refresh the subscription
Tags