Turnkey PLM Training - Intro Key Users - Searching.pptx

Training - Cre8tive Turnkey PLM

1. SEARCHING

2. Searching in Turnkey PLM 1

3. 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

4. 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

5. 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

6. Searching in Turnkey PLM 5 Search results appear in new tab

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

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

9. Filtering a Search 8 Filters Works like filter in Excel

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

11. Filtering a Search 10 Keep selected Lines Hide selected lines

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

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

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

15. 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’

16. 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

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